earnings
confidence high
sentiment neutral
materiality 0.80
Supermicro Q3 rev $10.2B, EPS $0.72; Q4 rev guidance $11-12.5B
Super Micro Computer, Inc.
2026-Q3 EPS reported
$1.59
revenue$27,943,295,000
- Q3 FY2026 revenue $10.2B vs $12.7B QoQ and $4.6B YoY; gross margin 9.9% vs 6.3% QoQ.
- GAAP diluted EPS $0.72 vs $0.60 QoQ and $0.17 YoY; non-GAAP EPS $0.84 vs $0.31 YoY.
- Operating cash flow used $6.6B; cash $1.3B, total debt $8.8B.
- Q4 FY2026 guidance: revenue $11.0-12.5B, GAAP EPS $0.53-0.67, non-GAAP EPS $0.65-0.79.
- FY2026 revenue guidance $38.9-40.4B, implying H2 growth vs $30.7B first 9 months.
item 2.02item 9.01