HP Inc. filed a Form 8-K on September 21, 2026, under Item 7.01 Regulation FD Disclosure, providing a preliminary planning assumption that industry-wide personal computer unit volumes will decline roughly mid-single-digits in percentage terms in calendar year 2027 compared to calendar year 2026.

Key Highlights

  • PC Volume Assumption: HP's preliminary planning assumption is that industry-wide PC unit volumes decline roughly mid-single-digits in percentage terms in calendar year 2027 versus calendar year 2026.
  • No Fiscal 2027 Guidance: HP stated it is not providing financial guidance for fiscal 2027 in this report and remains in its planning period.
  • Prior Earnings Context: On August 26, 2026, during its third quarter fiscal 2026 earnings conference call, HP stated it was premature to provide specifics on its fiscal 2027 outlook.
  • Assumption Dependent on Market: The planning assumption is described as dependent on market performance in the second half of calendar 2026, which the filing notes "remains fluid, and is subject to change."
  • Third-Party Basis: The assumption is described as consistent with current third-party industry forecasts.
  • Signed by: Whitney Cox, SVP, Deputy General Counsel, Corporate and Corporate Secretary.

HP Inc. Discloses Preliminary PC Industry Volume Assumption Under Regulation FD

HP Inc. (NYSE:HPQ) filed a current report on September 21, 2026, furnishing information under Item 7.01, Regulation FD Disclosure. The filing states that HP "continues to remain in its planning period for fiscal 2027 and is not providing financial guidance for fiscal 2027 in this report." The company disclosed a preliminary planning assumption aligned with third-party industry forecasts, projecting that industry-wide personal computer unit volumes will decline "roughly mid-single-digits in percentage terms in calendar year 2027 as compared to calendar year 2026."

According to the filing, HP first addressed this topic on August 26, 2026, during its earnings conference call for the third quarter of fiscal 2026, at which time the company indicated it was premature to provide specifics on its fiscal 2027 outlook, including with respect to PC unit volumes. The September 21 filing updates that position by disclosing the preliminary planning assumption while reiterating that no formal guidance is being offered.

The filing cautions that the planning assumption is dependent on market performance in the second half of calendar 2026, described as "fluid," and is subject to change. The document includes a forward-looking statements notice identifying risks and uncertainties, referencing HP's Annual Report on Form 10-K for the fiscal year ended October 31, 2025, and other regulatory filings. HP stated it "assumes no obligation and does not intend to update these forward-looking statements, except as required by law." The information furnished under Item 7.01 is explicitly noted as not "filed" for purposes of Section 18 of the Securities Exchange Act of 1934.

What Was Disclosed

HP Inc. furnished a Regulation FD disclosure on September 21, 2026, stating its preliminary planning assumption that industry-wide PC unit volumes will decline roughly mid-single-digits in calendar year 2027 versus 2026, while confirming no fiscal 2027 financial guidance is being provided at this time.