Q4 FY2026 EarningsQ4 FY26 results significantly exceeded consensus across all profitability metrics, driven by a dramatic recovery in margins and robust AI infrastructure demand. Revenue of $11.1B slightly missed the $11.6B mean estimate but grew 93% YoY. The highlight was the Non-GAAP gross margin reaching 17.6% (vs. 11.3% expected), fueling Non-GAAP EPS of $1.70, nearly double the $0.96 consensus. Strong FY27 revenue guidance of $65B-$72B further indicates a massive scale-up ahead.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Super Micro Computer(SMCI) the Revenue is 11.12 B (+93.16%), Miss estimate;the EBIT is 1.595 B (+411.1%), Beat estimate;the EPS is 1.62 (+422.6%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
11.12B93.16%
11.56B100.85%
-0.44B7.69%
EBITExceed expectations
1.59B411.09%
0.88B181.77%
+0.72B229.32%
EPSExceed expectations
1.62422.58%
0.9375202.42%
+0.6825220.16%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf