Dicker Data H1 FY26 slides: profit surges 50% on software, AI demand
Australian technology distributor Dicker Data reported a 50.1% increase in net operating profit before tax to $86.4 million and a 14.2% rise in gross revenue to $2,100.9 million during the first half of fiscal year 2026. The surge in demand for AI infrastructure and software contributed to the strong performance. Shares in Dicker Data surged by 15.54% following the results, approaching a 52-week high of $14.73.
The company raised its full-year guidance, showing confidence in continued growth through the second half of fiscal 2026. Earnings per share increased 53.5% to 33.5 cents, and gross profit margin expanded to 9.8% from 9.1%. Dicker Data's business mix shifted towards software and advanced solutions, now accounting for over 50% of total revenue.
AI emerged as a major growth driver, with record AI-related sales exceeding $50 million in invoiced value.
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