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.
AI industry top-down
The computer hardware industry is showing mixed trends overall. While median revenue grew 7.84% year-over-year, there are significant performance disparities among individual companies. Arista Networks (ANET) and Dell Technologies (DELL) posted solid results, recording double-digit revenue and EPS growth. Conversely, some traditional hardware companies (HPQ, DDD) and certain smaller companies (OSS, QMCO) experienced revenue declines. In the quantum computing sector, companies showing high growth (QUBT) and those experiencing negative growth (IONQ) coexist, indicating the volatility of an early-stage market.
- Solid revenue and EPS growth for some companies (DELL, ANET)
- Revenue slowdown or negative growth in the traditional hardware sector (HPQ, DDD)
- High growth potential and volatility in the quantum computing sector (QUBT, IONQ)
- Overall industry revenue growth is favorable, but company-specific disparities are widening
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| 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 INC | FY2026 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 | — | — |
| CRSRCorsair Gaming, Inc. | FY2026 Q1 | $369.75M | +9.6% | $-0.10 | — | — |
| CRCTCricut, Inc. | FY2026 Q1 | $162.63M | — | $0.11 | — | — |
| DDD3D SYSTEMS CORP | FY2026 Q1 | $94.54M | -8.1% | $-0.28 | — | — |
| OSSONE STOP SYSTEMS, INC. | FY2026 Q1 | $5.21M | -58.8% | $-0.09 | — | — |
| NNDMNano Dimension Ltd. | FY2026 Q1 | $14.4M | — | $-0.12 | — | — |
| QMCOQUANTUM CORP /DE/ | FY2026 Q3 | $212.8M | -11.4% | $-22.22 | — | — |
| ALOTAstroNova, Inc. | FY2026 Q3 | $113.92M | +5.0% | $0.15 | -44.4% | — |
| AMCIAMC Robotics Corp | FY2026 Q1 | $1.79M | — | $0.00 | — | — |
| KTCCKEY TRONIC CORP | FY2026 Q3 | $357.39M | -18.8% | $-0.41 | — | — |
| QCLSQ/C TECHNOLOGIES, INC. | FY2017 Q3 | $2.31M | +40.2% | $-0.41 | — | — |
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).