---
schema_version: "secwatch.filing_event.v1"
accession: "0001375365-26-000006"
form_type: "8-K"
ticker: "SMCI"
cik: "0001375365"
company_name: "Super Micro Computer, Inc."
filed_at: "2026-02-03T23:59:59+00:00"
generated_at: "2026-05-16T05:17:17.996089+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Supermicro Q2 rev $12.7B, EPS $0.60; margin slumps to 6.3%; guides Q3 rev ≥$12.3B, FY rev ≥$40B

## Summary
- 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.

## SEC filing metadata
- accession: 0001375365-26-000006
- form_type: 8-K
- ticker: SMCI
- cik: 0001375365
- company_name: Super Micro Computer, Inc.
- filed_at: 2026-02-03T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1375365/000137536526000006/0001375365-26-000006-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1375365/000137536526000006/smci-20260203.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001375365-26-000006
- JSON: https://secwatch.observer/filing/0001375365-26-000006.json
- Plain text: https://secwatch.observer/filing/0001375365-26-000006.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.