earnings
confidence high
sentiment negative
materiality 0.85
Supermicro Q1 FY2026 revenue $5.0B, EPS $0.26; guides Q2 revenue $10-11B
Super Micro Computer, Inc.
2026-Q1 EPS reported
$0.26
revenue$5,017,790,000
- Net sales $5.0B, down 15% YoY from $5.9B; GAAP net income $168M vs $424M YoY.
- GAAP diluted EPS $0.26; non-GAAP diluted EPS $0.35 (down from $0.73 YoY).
- Gross margin 9.3% vs 13.1% YoY; non-GAAP gross margin 9.5%.
- Q2 FY2026 outlook: revenue $10-11B, GAAP EPS $0.37-0.45, non-GAAP EPS $0.46-0.54.
- FY2026 revenue forecast at least $36B; order book includes >$13B in Blackwell Ultra orders.