earnings
confidence high
sentiment positive
materiality 0.85
Supermicro Q1 FY27 net sales $19.9B vs $5.0B a year ago; diluted EPS $1.75, Q2 guide $19.5-21.5B
Super Micro Computer, Inc.
- Net sales $19.9B vs $5.0B in Q1 FY26 and $11.1B in Q4 FY26; GAAP gross margin 12.7% vs 17.5% QoQ and 9.3% YoY.
- Net income $1,594M vs $168M a year ago; diluted EPS $1.75 vs $0.26; non-GAAP diluted EPS $1.81 on non-GAAP gross margin of 12.8%.
- Q2 FY27 outlook: net sales $19.5-21.5B, GAAP EPS $1.59-1.83, non-GAAP EPS $1.66-1.90; full FY27 net sales guided to $72.0-82.0B.
- Cash and equivalents $6.9B at Sept 30, 2026; bank debt and convertible notes $8.6B; Q1 operating cash flow -$434M, capex $47M.
- Declared $17.50/share dividend on 7.00% Series A Mandatory Convertible Preferred ($0.875 per SMCIP depositary share), payable Dec 1 to holders of record Nov 15.
Featured in Daily 8-K Digest
Selected #8 for 2026-11-03.
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