secwatch.observer — SEC 8-K summary
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Issuer:     Super Micro Computer, Inc. (SMCI)
CIK:        0001375365
Form:       8-K
Filed at:   2026-02-03T23:59:59+00:00
Accession:  0001375365-26-000006
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1375365/000137536526000006/0001375365-26-000006-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1375365/000137536526000006/smci-20260203.htm
  HTML page:      https://secwatch.observer/filing/0001375365-26-000006

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