Hewlett Packard Enterprise Co

Company facts

Industry

Computer & office Equipment

Headquarters

Spring, Texas

Most recent report

10-Q, filed Sep 3, 2026

Incorporated

Delaware

Filings on record

1,003+ filings

On EDGAR

CIK 1645590

Fiscal year ends

October

Filer status

Large accelerated filer

What to read: Jul 2026 10-Q

SECSift found 2 of 11 sections worth reading, with 2 positive, 4 notable, and 2 negative flags.

• Financial Statements (Item 1)

  Core financial results with large swings and material risks.
  Notable

  • On July 2, 2026, HPE issued a warrant to Oracle to buy up to 4.2M shares at $0.01, tied to a networking deal.
  Negative

  • Cloud & AI reporting unit has $13.5B goodwill with only 10% fair value excess; a 10% decline would trigger impairment.

• Management's Discussion (Item 2)

  Strong results but IRS tax dispute and inventory buildup are real concerns.
  Positive

  • Networking revenue $2.9B, +74.9% in Q3 FY2026, driven by Juniper acquisition.
  • Cloud & AI revenue $9.0B, +25.4% in Q3 FY2026 from higher server average selling prices.
  Notable

  • Juniper integration costs $300M for nine months ended July 31, 2026.
  • Remaining share repurchase authorization $3.2B as of July 31, 2026.
  • Unconditional purchase obligations $30.4B, with $4.2B due in fiscal 2026.
  Negative

  • IRS issued NOPAs for fiscal 2020-2022; HPE recorded $318M reserve for tax benefits.

What changed: Jul 2026 vs. Apr 2026

About 6% of HPE's Jul 2026 10-Q is new information. 31 paragraphs were added, 190 changed, and 57 removed. Below are the most important lines SECSift identified.

• Item 2 86
• Item 1 58
• Item 5 12
• Item 4 1
• Item 1A 1
• Item 6 1