Super Micro Projects Record Sales, Beating Estimates
On Tuesday, Super Micro Computer announced its fiscal 2026 results, revealing a revenue of $39.1 billion, a significant increase from $22.0 billion in fiscal 2025. The net income reached $2.2 billion, translating to $3.26 per diluted share, while adjusted EPS climbed to $3.63 from $2.06 the previous year. In Q4, revenue was reported at $11.1 billion, compared to $5.8 billion, with net income at $1.18 billion, or $1.62 per diluted share, up from $195 million, or $0.31, a year prior. Adjusted EBITDA stood at $1.67 billion, representing 15% of revenue. For fiscal 2027, the company anticipates Q1 revenue between $14.5 billion and $15.5 billion, and full-year revenue of $65 billion to $72 billion. Co-founder Yih-Shyan Liaw is facing charges for violations of U.S. export-control laws.
Key facts
- Full-year fiscal 2026 revenue: $39.1 billion, up from $22.0 billion in fiscal 2025.
- Full-year net income: $2.2 billion, or $3.26 per diluted share; adjusted EPS $3.63.
- Q4 revenue: $11.1 billion, up from $5.8 billion a year ago.
- Q4 net income: $1.18 billion, or $1.62 per diluted share; adjusted EPS $1.70.
- Q4 gross margin: 17.5%, up from 9.5% in prior-year period and above preliminary guidance.
- Q4 adjusted EBITDA: $1.67 billion, 15% of revenue.
- Q1 fiscal 2027 revenue guidance: $14.5 billion to $15.5 billion, vs. analyst estimate of $11.68 billion.
- Full-year fiscal 2027 revenue guidance: $65 billion to $72 billion, vs. consensus of $54.4 billion.
- Federal prosecutors charged co-founder Yih-Shyan Liaw and two others with export-control violations.
- Board is conducting an independent review of transactions related to alleged export-control issues.
Entities
Artists
- Yih-Shyan Liaw
Institutions
- Super Micro Computer
- Reuters
- Bloomberg
- Nvidia
Locations
- China
- United States
Sources
- Quartz —