earnings
confidence high
sentiment negative
materiality 0.80
Supermicro Q2 rev $12.7B, EPS $0.60; margin slumps to 6.3%; guides Q3 rev ≥$12.3B, FY rev ≥$40B
Super Micro Computer, Inc.
2026-Q2 EPS reported
$0.86
revenue$17,700,281,000
- Q2 FY26 net sales $12.7B vs $5.7B YoY (+123%); GAAP diluted EPS $0.60 vs $0.51 YoY (+18%).
- Gross margin 6.3% vs 11.8% YoY; non-GAAP gross margin 6.4% vs 11.9% YoY (significant compression).
- Cash and equivalents $4.1B; total debt $4.9B; operating cash flow used $24M, capex $46M.
- Q3 FY26 guidance: revenue at least $12.3B, GAAP EPS at least $0.52, non-GAAP EPS at least $0.60.
- FY2026 revenue outlook raised to at least $40.0B.
item 2.02item 9.01