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Get filing alertsSupermicro reports Q4 revenue of $11.1B, gross margin jumps to 17.5%, guides FY2027 to $65B–$72B
Filed August 11, 2026 · Period ending August 11, 2026 · ~1 min read
Key Changes
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high
Q4 FY2026 revenue $11.1B (up 93% YoY), gross margin 17.5% (vs. 9.5% prior year), diluted EPS $1.62 (vs. $0.31), driven by enterprise customer mix and Data Center Building Block Solutions adoption.
Exhibit 99.1 view on EDGAR → -
high
Full FY2026 revenue $39.1B (up 78% YoY), net income $2.2B or $3.26 per share (vs. $1.0B/$1.68 prior year), with $60B+ in new orders and several hundred enterprise customers added.
Exhibit 99.1 view on EDGAR → -
high
Q1 FY2027 guidance: revenue $14.5B–$15.5B (midpoint up 35% sequentially), GAAP EPS $0.89–$0.98, non-GAAP EPS $1.01–$1.10.
Exhibit 99.1 view on EDGAR → -
high
Full FY2027 revenue guidance $65.0B–$72.0B (midpoint $68.5B, up 75% over FY2026), reflecting continued AI infrastructure demand.
Exhibit 99.1 view on EDGAR → -
medium
Ended FY2026 with $7.5B cash, $8.7B total debt, and $4.2B in Mandatory Convertible Preferred Stock on the balance sheet.
Exhibit 99.1 view on EDGAR →
Summary
Supermicro delivered a blowout first quarter 2026, with revenue nearly doubling year-over-year and gross margin expanding sharply in Q4 to 17.5% from 9.5% a year earlier. The margin improvement reflects a shift toward enterprise customers and broader adoption of the company's Data Center Building Block Solutions architecture.
Full-year revenue reached $39.1 billion on $60 billion in new orders, with net income more than doubling to $2.2 billion. The company's fiscal 2027 guidance is equally aggressive: $65 billion to $72 billion in revenue (midpoint up 10.8% over FY2026) and Q1 revenue of $14.5 billion to $15.5 billion (midpoint up 6.9% sequentially).
The guidance underscores sustained demand for AI infrastructure and Supermicro's ability to scale production. The balance sheet shows $7.5 billion in cash against $8.7 billion in debt and $4.2 billion in preferred stock, reflecting capital raised to fund the expansion. Retail holders should watch whether the company can sustain the Q4 margin expansion as it scales into the guided revenue range—maintaining enterprise mix and pricing discipline at $65 billion–$72 billion in annual sales will be critical to profitability.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
Super Micro Computer announced unaudited Q4 and full fiscal year 2026 financial results via press release.
Added in current filing · verify on EDGAR →
On August 11, 2026, Super Micro Computer, Inc. (the “Company”) issued a press release (the “Press Release”) announcing unaudited financial results for the quarter and full fiscal year ended June 30, 2026.
The company disclosed unaudited financial results for its fourth quarter and full fiscal year ended June 30, 2026 through a press release. The 8-K filing itself does not contain the actual financial figures — those are in the attached Exhibit 99.1 press release, which was not provided in this filing body.
Event · Exhibit 99.1
Added in current filing · view on EDGAR →
Net sales of $11.1 billion versus $10.2 billion in Q3'26 and $5.8 billion in Q4'25. •Gross margin of 17.5% versus 9.9% in Q3'26 and 9.5% in Q4'25. •Net income of $1,178 million versus $483 million in Q3'26 and $195 million in Q4'25. •Diluted net income per common share of $1.62 versus $0.72 in Q3'26 and $0.31 in Q4'25.
Supermicro disclosed fourth-quarter fiscal 2026 results showing net sales of $11.1 billion, up 9% sequentially and 93% year-over-year. Gross margin expanded sharply to 17.5% from 9.9% in the prior quarter and 9.5% a year earlier. Net income reached $1,178 million, or $1.62 per diluted share, compared to $483 million ($0.72 per share) in Q3 and $195 million ($0.31 per share) in Q4 FY2025. The company attributed the margin improvement to a richer enterprise customer mix and broader adoption of its Data Center Building Block Solutions architecture.
Added in current filing · view on EDGAR →
Net sales for the full fiscal year ended June 30, 2026, were $39.1 billion versus $22.0 billion for the fiscal year ended June 30, 2025. Gross margin for fiscal year 2026 was 10.8% versus 11.1% for the fiscal year ended June 30, 2025. Net income for fiscal year 2026 was $2.2 billion, or $3.26 per diluted share, versus $1.0 billion, or $1.68 per diluted share, for fiscal year 2025.
For the full fiscal year 2026, Supermicro reported net sales of $39.1 billion, up 78% from $2.2 billion in fiscal 2025. Gross margin declined slightly to 10.8% from 11.1% in the prior year. Net income nearly doubled to $2.2 billion, or $3.26 per diluted share, from $1.0 billion ($1.68 per share) in fiscal 2025. The company generated more than $60 billion in new orders during the year and added several hundred enterprise customers.
Added in current filing · view on EDGAR →
The Company expects net sales in the range of $14.5 billion and $15.5 billion for the first quarter of fiscal year 2027 ending September 30, 2026, GAAP net income per diluted share of $0.89 to $0.98 and non-GAAP net income per diluted share of $1.01 to $1.10.
Supermicro issued guidance for the first quarter of fiscal 2027 (ending September 30, 2026) projecting net sales of $14.5 billion to $15.5 billion, GAAP diluted EPS of $0.89 to $0.98, and non-GAAP diluted EPS of $1.01 to $1.10. The midpoint of the revenue range ($15 billion) represents a 35% sequential increase from Q4 FY2026.
Added in current filing · view on EDGAR →
As of June 30, 2026, total cash and cash equivalents was $7.5 billion and total bank debt and convertible notes were $8.7 billion.
Supermicro ended fiscal 2026 with $7.5 billion in cash and cash equivalents, up from $5.2 billion a year earlier. Total debt (bank debt and convertible notes) stood at $8.7 billion. The company also disclosed $4.2 billion in Mandatory Convertible Preferred Stock on the balance sheet, reflecting a capital raise during the year.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 12, 2026 · How we verify