Stock Analysis on Net

Dell Technologies Inc. (NYSE:DELL)

$24.99

Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

The balance sheet provides creditors, investors, and analysts with information on company resources (assets) and its sources of capital (its equity and liabilities). It normally also provides information about the future earnings capacity of a company assets as well as an indication of cash flows that may come from receivables and inventories.

Liabilities represents obligations of a company arising from past events, the settlement of which is expected to result in an outflow of economic benefits from the entity.

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Dell Technologies Inc., consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

US$ in millions

Microsoft Excel
May 1, 2026 Jan 30, 2026 Oct 31, 2025 Aug 1, 2025 May 2, 2025 Jan 31, 2025 Nov 1, 2024 Aug 2, 2024 May 3, 2024 Feb 2, 2024 Nov 3, 2023 Aug 4, 2023 May 5, 2023 Feb 3, 2023 Oct 28, 2022 Jul 29, 2022 Apr 29, 2022 Jan 28, 2022 Oct 29, 2021 Jul 30, 2021 Apr 30, 2021 Jan 29, 2021 Oct 30, 2020 Jul 31, 2020 May 1, 2020
Short-term debt
Accounts payable
Due to related party
Accrued and other
Short-term deferred revenue
Current liabilities held for sale
Current liabilities
Long-term debt
Long-term deferred revenue
Other non-current liabilities
Non-current liabilities
Total liabilities
Redeemable shares
Common stock and capital in excess of $0.01 par value
Treasury stock at cost
Retained earnings (accumulated deficit)
Accumulated other comprehensive loss
Total Dell Technologies Inc. stockholders’ equity (deficit)
Non-controlling interests
Total stockholders’ equity (deficit)
Total liabilities and stockholders’ equity (deficit)

Based on: 10-Q (reporting date: 2026-05-01), 10-K (reporting date: 2026-01-30), 10-Q (reporting date: 2025-10-31), 10-Q (reporting date: 2025-08-01), 10-Q (reporting date: 2025-05-02), 10-K (reporting date: 2025-01-31), 10-Q (reporting date: 2024-11-01), 10-Q (reporting date: 2024-08-02), 10-Q (reporting date: 2024-05-03), 10-K (reporting date: 2024-02-02), 10-Q (reporting date: 2023-11-03), 10-Q (reporting date: 2023-08-04), 10-Q (reporting date: 2023-05-05), 10-K (reporting date: 2023-02-03), 10-Q (reporting date: 2022-10-28), 10-Q (reporting date: 2022-07-29), 10-Q (reporting date: 2022-04-29), 10-K (reporting date: 2022-01-28), 10-Q (reporting date: 2021-10-29), 10-Q (reporting date: 2021-07-30), 10-Q (reporting date: 2021-04-30), 10-K (reporting date: 2021-01-29), 10-Q (reporting date: 2020-10-30), 10-Q (reporting date: 2020-07-31), 10-Q (reporting date: 2020-05-01).


The financial position is characterized by a significant shift in liability composition and a persistent deficit in total stockholders' equity, despite a steady improvement in retained earnings. A notable trend is the transition from high long-term debt levels to a more concentrated reliance on short-term operational liabilities in the latter stages of the observed period.

Current Liabilities and Short-Term Obligations
Current liabilities exhibit substantial volatility, with a marked increase in the most recent quarters. Specifically, accounts payable rose from approximately 20.6 billion US dollars in February 2024 to 45.3 billion US dollars by May 2026. This surge significantly drove the total current liabilities to a peak of 74.6 billion US dollars in May 2026, up from 47.7 billion US dollars in February 2024. Short-term debt remained relatively stable between 5 billion and 8 billion US dollars for much of the period, following a peak of 16.3 billion US dollars in October 2021.
Long-Term Debt and Non-Current Liabilities
A significant deleveraging trend occurred in long-term debt, which decreased from 48.4 billion US dollars in May 2020 to approximately 21.1 billion US dollars by January 2022. Since early 2022, long-term debt has remained relatively stable, fluctuating between 17.8 billion and 23.9 billion US dollars. Consequently, non-current liabilities declined from a high of 66.5 billion US dollars in May 2020 to a low of 33.5 billion US dollars in August 2024, before trending upward again to 41.7 billion US dollars by May 2026.
Stockholders' Equity and Retained Earnings
Total stockholders' equity has remained predominantly in a deficit since January 2022. While total equity peaked at 14.2 billion US dollars in October 2021, it shifted to a deficit of 1.6 billion US dollars in January 2022 and has remained negative through May 2026, ending at -1.4 billion US dollars. This deficit persists despite a strong positive trend in retained earnings, which improved from an accumulated deficit of 16.9 billion US dollars in May 2020 to a positive balance of 6.3 billion US dollars by May 2026.
Capital Allocation and Treasury Stock
The divergence between growing retained earnings and a continuing equity deficit is primarily attributed to aggressive treasury stock acquisitions. The cost of treasury stock increased steadily from 305 million US dollars in May 2020 to 16.1 billion US dollars by May 2026. This indicates a consistent strategy of returning capital to shareholders through share buybacks, which has offset the gains in retained earnings and maintained the negative equity position.
Total Liabilities and Structural Changes
Total liabilities showed a general decline from 116.6 billion US dollars in May 2020 to a low of 81.1 billion US dollars in January 2025, followed by a sharp increase to 116.3 billion US dollars by May 2026. Additionally, a structural change is evident in non-controlling interests, which dropped sharply from 5.2 billion US dollars in October 2021 to approximately 100 million US dollars in January 2022, remaining at that lower level until the data ends.