# 惠普週三公布第二季營收與利潤均超出分析師預期，但公司警告記憶體成本上升將壓縮利潤率。

*business, genai · news · 2026-05-28 · The Hindu Business Line*

## Key points

- AI 電腦出貨量佔惠普第二季總出貨量的 44%，較先前的 35% 增加。
- 惠普預計到 2028 財年，AI 電腦將佔總出貨量超過 70%。
- 惠普採取重新配置產品與採購更便宜元件等措施以降低記憶體成本。
- 儘管採取措施，惠普預計第四季營運利潤率將因持續的記憶體晶片短缺而降至低點。

HP beat ‌analysts’ estimates for second-quarter revenue and profit on Wednesday, helped by strong demand for AI-optimized personal computers, but warned that rising memory ‌costs would pressure margins. PC makers including HP, Dell Technologies and China’s Lenovo ‌Group ⁠are navigating a shortage of memory chips as data center ⁠buildout is sucking up capacity and triggering price increases of smartphones and PCs. That supply crunch is pushing some enterprises toward higher-margin premium PC categories during the Windows 11 upgrade cycle after ​Microsoft ended support for Windows ‌10 in October last year. CFO Karen Parkhill said HP “took deliberate actions to lower memory costs” by reconfiguring products, sourcing cheaper components and prioritizing higher-margin units, while also adjusting prices to account for commodity increases. Still, HP expects the ‌scarcity of memory chips to result in operating margins reaching a ​low point in the fourth quarter, with sequential improvement anticipated into fiscal 2027. HP’s second-quarter revenue rose 9 per cent to $14.41 billion ⁠from a year ago, beating LSEG-compiled analysts’ average estimate of $14.07 billion. Its adjusted earnings per share of 86 cents also topped estimates of 71 cents for ‌the quarter ended April 30. Shares of the company rose as much as 15 per cent in extended trading following the results. They were last down around 1 per cent. The company said AI PC shipments are rapidly increasing, now marking up 44 per cent of its total PC shipments in the second quarter, a significant rise from over 35 per cent in the previous quarter. HP projects that AI PC ‌shipments will constitute an even larger share of its total shipments, expecting them to ​reach between 60 per cent and 70 per cent in the next fiscal year and exceed 70 per cent by fiscal year 2028. While the PC unit market ⁠is expected to decline in the “high teens” in the second half of the year, ⁠HP plans to drive personal systems revenue through pricing changes, share gains in premium categories and offering higher-margin products. HP now expects fiscal ‌2026 adjusted EPS of $2.90 to $3.10, compared with its prior estimates of $2.90 to $3.20. The company expects third-quarter adjusted EPS between 61 cents and 71 cents, ​the mid-point of which was slightly above estimates of 64 cents. Published on May 28, 2026

**Companies:** HP, Dell Technologies, Lenovo Group
**Countries:** China, United States

[Read the full story on The Hindu Business Line](https://www.thehindubusinessline.com/info-tech/hp-tops-revenue-profit-estimates-as-ai-pc-and-windows-11-refresh-boost-demand/article71032046.ece)

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