bullbear.ninja

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 demonstrated robust performance overall, with revenue growing 8.1% year-over-year. Dell Technologies and Arista Networks posted positive results, recording double-digit or higher revenue growth and strong EPS growth. In contrast, IonQ's revenue slightly decreased, and HP Inc. saw its EPS decline despite revenue growth, indicating varied performance across companies.

  • Most companies' sales growth year-over-year
  • Strong EPS growth for some companies
Where companies diverge: Some companies recorded negative revenue growth · Some companies experienced a decrease in EPS despite revenue growth · Underperformance and data scarcity among quantum computing companies

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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