HP (HPQ) came out with quarterly earnings of $0.81 per share, beating the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.65%. A quarter ago, it was expected that this personal computer and printer maker would post earnings of $0.91 per share when it actually produced earnings of $0.93, delivering a surprise of +2.2%.Over the last four quarters, ...

芯片股普涨，AMD狂飙超8%，此前Meta宣布与这家半导体公司达成一项多年协议。英特尔涨逾5%， 台积电涨超4%，ARM、高通涨逾3%。值得注意的是，因存储芯片打压业绩展望，惠普盘后大跌近 7%。 做空机构香橼资本周二发帖称，已经对存储牛股闪迪建立空头头寸。受此影响，闪迪股价盘中跳水一度 跌超8%，最终收跌4.2%。 0:00 周二（2月24日），美国三大股指全线收涨，道指、标普500指数涨超0.7%，纳指涨1%，全市场超3500 股上涨。 ...

惠普发布2026财年第一财季业绩，净营收144.4亿美元，同比增长6.9%，较分析师预期的139亿美元高出 约3.2%；非GAAP每股收益0.81美元，较上年同期的0.74美元增长9.5%，亦超出市场共识预期0.77美元 约5.3%。 推动业绩超预期的核心引擎来自个人系统业务，PC部门营收同比强劲增长11%至102.5亿美元，其中消 费者PC更录得16%的高增速，AI PC持续放量是重要驱动力。 然而，打印业务营收同比下滑2.2%至41.9亿美元，消费者打印更大幅萎缩8%。更令投资者担忧的是前 瞻指引。公司预计第二财季非GAAP每股收益区间为0.70至0.76美元，中值0.73美元低于市场预期的0.75 美元。 CFO Karen Parkhill直言，随着内存成本持续上行，公司虽维持全年指引，但预计实际结果"将偏向低水 平区间"。临时CEO Bruce Broussard则以"正在应对行业层面的逆风"来定性当前处境。 市场对本次财报最大的失望，集中在前瞻指引上。 财报公布后，惠普盘后股价快速下挫，跌幅逼近7%。 第二财季非GAAP每股收益指引区间0.70至0.76美元，中值0.73美元低于市场预期的0.75 ...

多重因素挤压利润空间 惠普正面临多重挑战。一方面，为应对美国关税影响，公司已将销往北美的大部分产品生产转移至中国 以外，但贸易政策的摇摆不定仍带来压力。另一方面，随着客户为更换旧设备和获得新的人工智能(AI) 功能而购买PC，市场需求有所回暖，但存储芯片的供应短缺和价格飙升成为新的难题。 惠普首席财务官Karen Parkhill在声明中称："在一个以内存成本不断上升为特征的动态环境中，我们刚 刚走过一个季度。我们维持全年展望，但预计最终业绩将更接近我们指引范围的低端。"她在随后与分 析师的电话会议中补充道，当前季度的内存价格相较前一季度已大约翻倍，预计未来还会进一步上涨。 智通财经获悉，个人电脑制造商惠普公司(HPQ.US)美东时间周二公布了2026财年第一季度财报及业绩 指引。该公司表示，受美国关税政策及存储芯片价格上涨的影响，第二财季的利润指引可能低于市场预 期，预计2026财年的全年盈利将处于此前预测范围的低端。 财报显示，在截至1月31日的第一财季，惠普营收同比增长6.9%，达到144亿美元，调整后每股收益为 81美分，双双优于市场预期(营收139亿美元，每股收益77美分)。然而，由于面临复杂的经营 ...

智通财经APP获悉，个人电脑制造商惠普公司(HPQ.US)美东时间周二公布了2026财年第一季度财报及 业绩指引。该公司表示，受美国关税政策及存储芯片价格上涨的影响，第二财季的利润指引可能低于市 场预期，预计2026财年的全年盈利将处于此前预测范围的低端。 惠普首席财务官Karen Parkhill在声明中称："在一个以内存成本不断上升为特征的动态环境中，我们刚 刚走过一个季度。我们维持全年展望，但预计最终业绩将更接近我们指引范围的低端。"她在随后与分 析师的电话会议中补充道，当前季度的内存价格相较前一季度已大约翻倍，预计未来还会进一步上涨。 财报显示，在截至1月31日的第一财季，惠普营收同比增长6.9%，达到144亿美元，调整后每股收益为 81美分，双双优于市场预期(营收139亿美元，每股收益77美分)。然而，由于面临复杂的经营环境，惠 普对未来的业绩表达了谨慎态度。 惠普在声明中表示，鉴于经营环境的流动性日益增强，目前预计2026财年的业绩将处于此前给出的每股 收益2.90至3.20美元指引范围的低端。对于截至4月的第二财季，公司预测调整后每股收益将在70至76美 分之间，而分析师的平均预期为75美分。 ...

Use these links to rapidly review the document Table of Contents Part I. Financial Information UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2026 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-4423 ____________________________ ...

Key TakeawaysFederal Reserve officials signaled a "wait and see" approach, maintaining interest rates in the 3.5% to 3.75% range as they evaluate the impact of AI-driven productivity and persistent inflation.Nvidia (NVDA) has yet to ship any H200 AI chips to China, according to U.S. Commerce Department officials, despite a policy shift in December allowing for case-by-case export reviews.HP Inc (HPQ) warned of prolonged memory chip volatility, with rising DRAM and NAND prices expected to impact margins thro ...

Financial Data and Key Metrics Changes - HP reported revenue of $14.4 billion for Q1 2026, representing a 7% year-over-year increase, driven by strong performance in Personal Systems and the impact of the Windows 11 refresh cycle [11][24] - Non-GAAP EPS was $0.81, reflecting a 9% growth compared to the prior year and was at the top of the guidance range [11][26] - Gross margin was 19.6%, influenced by a higher mix from Personal Systems and increased commodity costs, partially offset by pricing and cost reduction actions [25][26] Business Line Data and Key Metrics Changes - Personal Systems revenue increased by 11% with a 12% unit growth, benefiting from the Windows 11 refresh and AI PC adoption [26] - In the Print segment, revenue declined by 2% due to lower supplies volumes and market-driven hardware declines, with consumer revenue down 8% and commercial revenue down 3% [28] - AI PCs accounted for over 35% of total PC shipments, up from 30% in the previous quarter [12][58] Market Data and Key Metrics Changes - Revenue growth was observed across all regions, with APJ revenue up 13% in constant currency, EMEA up 5%, and Americas up 1% [24][25] - The overall PC unit Total Addressable Market (TAM) is projected to decline by double digits in calendar year 2026, reflecting industry-wide pricing actions [32][44] Company Strategy and Development Direction - HP is focusing on integrating AI into its products and services, with initiatives like AI at the Edge and the HP Digital Passport to enhance customer experiences [12][13] - The company is committed to a disciplined execution of its fiscal 2026 plan while navigating near-term challenges, emphasizing the importance of customer relationships and operational consistency [10][21] - HP is expanding its partnerships, including with Microsoft, to enhance its product offerings and customer engagement [14][15] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by rising memory costs, which are expected to remain volatile throughout fiscal 2026 and likely into fiscal 2027 [17][21] - The company is implementing various mitigation measures to address these challenges, including securing long-term agreements with suppliers and adjusting product configurations [18][19] - Management remains confident in HP's ability to navigate the current environment while focusing on long-term commitments and value creation [21][22] Other Important Information - HP plans to reschedule its Investor Day due to the ongoing CEO transition [22] - The company is committed to returning approximately 100% of its free cash flow to shareholders over time, with over $600 million returned in Q1 through dividends and share repurchases [31][55] Q&A Session Summary Question: Impact of memory costs in Q1 and guidance for the fiscal year - Management indicated that memory costs increased roughly 100% sequentially and are expected to further increase, impacting overall margins [40][41] Question: PC unit TAM decline specifics - Management expects a double-digit decline in PC unit TAM, aligning with industry forecasts, but sees opportunities for revenue growth through pricing actions and share gains [44][47] Question: Capital returns strategy amidst leverage concerns - Management remains committed to returning free cash flow to shareholders while managing leverage, with plans to repay debt as it comes due [55][56] Question: Nature of long-term agreements with suppliers - Management confirmed strong relationships with suppliers and ongoing negotiations to secure supply and pricing, with new suppliers being qualified to enhance supply chain resilience [71][75]

HP (NYSE:HPQ) Q1 2026 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsAmit Daryanani - Senior Managing DirectorAsiya Merchant - Technology Equity Research (Semiconductors, Technology Hardware, Telecommunications Equipment)Bruce Broussard - Interim CEOErik Woodring - Head of U.S. IT HardwareKaren Parkhill - CFOKaty Huberty - Global Director of Research and Managing DirectorKetan Patel - President of Personal SystemsOvais Chaudhry - Global Treasurer and Head of Investor RelationsSamik Chatterj ...

HP (NYSE:HPQ) Q1 2026 Earnings call February 24, 2026 05:00 PM ET Speaker11Good day, everyone, and welcome to the first quarter 2026 HP Inc. Earnings Conference Call. My name is Regina, and I will be your conference moderator for today's call. At this time, all participants will be in listen-only mode. We will be facilitating a question and answer session toward the end of the conference. Should you need assistance during the call, please signal a conference specialist by pressing the star key followed by z ...