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Industry top-down

Computer Hardware

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

8 companiesMedian revenue YoY: +8.4%EPS beat rate:

AI industry top-down

The computer hardware industry showed an overall positive trend, recording a median revenue growth rate of 8.10%. Notably, Arista Networks (ANET) achieved high revenue growth of 27.58% and EPS growth of 28.00%. Dell Technologies (DELL) showed revenue growth of 8.36% and a remarkable EPS growth of 52.52%. Conversely, IonQ (IONQ) experienced a slight decrease in revenue. HP Inc. (HPQ) had low revenue growth of 2.84% and a 17.07% decrease in EPS, highlighting performance disparities across companies.

  • Most companies continue to show revenue growth (median 8.10%)
  • Some companies recorded strong EPS growth (DELL, ANET)
  • Many companies maintained a healthy revenue growth rate
Where companies diverge: Significant disparity in revenue growth rates by company (ANET high growth vs. IONQ negative growth) · Divergent trends in profitability indicators (EPS) (DELL, ANET high growth vs. HPQ decline)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
DELLDell Technologies Inc.FY2026 Q3$71.64B+8.4%$4.24+52.5%
ANETArista Networks, Inc.FY2026 Q1$2B+27.6%$0.64+28.0%
IONQIonQ, Inc.FY2026 Q1$7.57M-0.2%$-0.14
PEverpure, Inc.FY2026 Q3$2.29B+12.1%$0.19
HPQHP INCFY2026 Q2$26.72B+2.8%$1.02-17.1%
LOGILOGITECH INTERNATIONAL S.A.FY2026 Q3$3.54B+7.8%$3.18+13.6%
QBTSD-Wave Quantum Inc.FY2026 Q1$15M$-0.02
QUBTQuantum Computing Inc.FY2026 Q1$39K+44.4%$0.11

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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