Revenue: As of FY2026 Q4, the actual value is USD 11 B.

Revenue

For the fourth quarter of fiscal year 2026, revenues are estimated to be near the low end of the guidance range of $11.0 billion to $12.5 billion.

Gross Margin

GAAP and non-GAAP gross margins are estimated to be in the range of 15% to 17%. This range is significantly higher than the previous guidance of 8.2% to 8.4%, primarily due to a favorable customer and product mix.

Operational Metrics

Backlog rose to record levels at the end of fiscal year 2026. Total new orders in excess of $60 billion were received during the fourth quarter of fiscal year 2026.

Outlook / Guidance

Supermicro estimates its fourth quarter fiscal year 2026 revenues to be near the low end of its $11.0 billion to $12.5 billion guidance. GAAP and non-GAAP gross margins are projected to be between 15% and 17%, notably higher than the prior guidance of 8.2% to 8.4%. The $60 billion in new orders received during the quarter are expected to be delivered over future quarters.