04:43 PM EDT, 08/28/2025 (MT Newswires) -- Dell Technologies ( DELL ) late Thursday reported stronger-than-expected fiscal second-quarter results as strong server and networking demand propelled its revenue to a record level.

The computer maker's adjusted earnings rose to $2.32 a share for the quarter ended Aug. 1 from $1.95 a year earlier, just above the FactSet-polled consensus estimate of $2.31. Revenue increased 19% year-on-year to $29.78 billion, higher than the Street's $29.02 billion view.

Revenue in the infrastructure solutions group soared 44% year-over-year to $16.8 billion, driven by a 69% jump in servers and networking to a record $12.94 billion, Dell said.

Sales for the client solutions group, which includes personal computers, rose 1% to $12.5 billion.

Dell now expects its 2026 non-GAAP EPS to rise 17% at $9.55, up from its prior outlook of $9.40. The company pegged revenue between $105 billion and $109 billion, compared with prior expectations of $101 billion to $105 billion.

The consensus is for full-year adjusted EPS of $9.38 on sales of $105.03 billion.

For the current quarter, Dell forecasts adjusted EPS of $2.45 on revenue of $26.5 billion and $27.5 billion. Market expectations are for $2.51 and $26.4 billion, respectively.

Dell's shares were down 4.6% in after-hours trade.