earnings
confidence high
sentiment neutral
materiality 0.85
Super Micro Q4 FY2025 rev $5.8B, EPS $0.31; guides FY26 rev at least $33B
Super Micro Computer, Inc.
2025-FY EPS reported
$1.68
revenue$21,972,042,000
- Q4 net sales $5.8B (up 7% QoQ, up 7% YoY); GAAP diluted EPS $0.31 (vs $0.46 Q4'24).
- Gross margin compressed to 9.5% GAAP (9.6% non-GAAP) from 10.2% in Q4'24.
- Full FY2025 revenue $22.0B (+47% YoY); GAAP net income $1.0B (EPS $1.68) vs $1.2B FY2024.
- Q1 FY2026 guidance: rev $6.0-7.0B, GAAP EPS $0.30-$0.42, non-GAAP EPS $0.40-$0.52.
- FY2026 revenue target at least $33.0B, citing AI growth and DCBBS large-scale customer expansion.
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