HPQ HP (HPQ) Q2 FY26 earnings call
HP delivered solid Q2 FY26 results, driven by robust Personal Systems performance and strategic advancements in AI at the edge. The company navigated a complex operating environment by executing mitigation strategies against rising input costs, which enabled EPS to exceed expectations. Management remains focused on innovation and disciplined execution to capitalize on the hybrid AI opportunity and drive long-term shareholder value.
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HPQ operating KPIs by quarter
| KPI | Jan 2026 Q1 FY26 | This call Apr 2026 Q2 FY26 | Jul 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| AI PC share of shipments Personal Systems | 35%+This quarter, AI PC is accounted for over 35% and of our PC shipments, up from 30% in the prior quarter and 25% a quarter before.Source: earnings call transcript | 44%This includes continued momentum in AI PCs, which increased from more than 35% to 44% of our shipment mix in the quarter, as well as continued strength in Advanced Compute Solutions and Workforce Solutions.Source: earnings call transcript | 46%It contributed 46% of our mix, in line with our 40% to 50% forecast for FY '26.Source: earnings call transcript | +2 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.