earnings
confidence high
sentiment positive
materiality 0.95
Supermicro Q4 FY26 revenue $11.1B (+91% YoY), EPS $1.62; Q1 guidance $14.5-15.5B
Super Micro Computer, Inc.
- Q4 net sales $11.1B vs $5.8B YoY; GAAP diluted EPS $1.62 vs $0.31; non-GAAP EPS $1.70 vs $0.41.
- FY26 revenue $39.1B vs $22.0B; GAAP net income $2.2B ($3.26/sh) vs $1.0B ($1.68/sh); non-GAAP $3.63/sh.
- Q1 FY27 guidance: revenue $14.5-15.5B, GAAP EPS $0.89-0.98, non-GAAP EPS $1.01-1.10; FY27 revenue $65-72B.
- Q4 gross margin jumped to 17.5% from 9.5% YoY; added several hundred enterprise customers and $60B in new orders.
- Cash and equivalents $7.5B, total debt $8.7B at June 30, 2026.