Revenue: As of FY2026, the actual value is USD 39.06 B.

EPS: As of FY2026, the actual value is USD 3.26.

EBIT: As of FY2026, the actual value is USD 2.778 B.

Fourth Quarter Fiscal Year 2026 Financial Highlights

Net Sales

• Net sales for Q4 FY26 were $11.1 billion, compared to $10.2 billion in Q3 FY26 and $5.8 billion in Q4 FY25.

Gross Margin

• GAAP gross margin was 17.5% in Q4 FY26, up from 9.9% in Q3 FY26 and 9.5% in Q4 FY25.
• Non-GAAP gross margin was 17.6% in Q4 FY26, compared to 9.6% in Q4 FY25.

Net Income

• Net income reached $1,178 million in Q4 FY26, an increase from $483 million in Q3 FY26 and $195 million in Q4 FY25.
• Net income attributable to common stockholders was $1,165,129 thousand in Q4 FY26, compared to $195,154 thousand in Q4 FY25.

Operating Expenses

• Total GAAP operating expenses were $454,567 thousand in Q4 FY26, compared to $315,711 thousand in Q4 FY25.
  • Research and development expenses were $201,498 thousand in Q4 FY26, versus $183,221 thousand in Q4 FY25.
  • Sales and marketing expenses were $142,078 thousand in Q4 FY26, versus $64,739 thousand in Q4 FY25.
  • General and administrative expenses were $110,991 thousand in Q4 FY26, versus $67,751 thousand in Q4 FY25.

Income from Operations

• Income from operations was $1,488,064 thousand in Q4 FY26, significantly up from $228,391 thousand in Q4 FY25.

Other Financial Items

• Other income (expense), net was $22,189 thousand in Q4 FY26, compared to - $11,781 thousand in Q4 FY25.
• Interest income was $39,085 thousand in Q4 FY26, compared to $28,397 thousand in Q4 FY25.
• Interest expense was - $79,802 thousand in Q4 FY26, compared to - $22,282 thousand in Q4 FY25.
• Income tax provision was - $290,130 thousand in Q4 FY26, compared to - $19,307 thousand in Q4 FY25.
• Share of loss from equity investee, net of taxes was - $1,189 thousand in Q4 FY26, compared to - $8,264 thousand in Q4 FY25.
• Preferred stock dividends were - $13,088 thousand in Q4 FY26.

Cash Flow

• Cash flow provided by operations for Q4 FY26 was $747 million.
• Capital expenditures and investments for Q4 FY26 were $25 million.

Full Fiscal Year 2026 Financial Summary

Net Sales

• Net sales for the full fiscal year ended June 30, 2026, were $39.1 billion, an increase from $22.0 billion for fiscal year 2025.

Gross Margin

• GAAP gross margin for FY26 was 10.8%, compared to 11.1% for FY25.
• Non-GAAP gross margin for FY26 was 10.9%, compared to 11.2% for FY25.

Net Income

• Net income for FY26 was $2.2 billion, up from $1.0 billion for FY25.
• Non-GAAP net income attributable to common stockholders for FY26 was $2.5 billion, compared to $1.3 billion for FY25.
• Net income attributable to common stockholders was $2,217,365 thousand in FY26, compared to $1,048,854 thousand in FY25.

Operating Expenses

• Total GAAP operating expenses were $1,456,765 thousand in FY26, compared to $1,176,928 thousand in FY25.
  • Research and development expenses were $771,232 thousand in FY26, versus $636,550 thousand in FY25.
  • Sales and marketing expenses were $352,594 thousand in FY26, versus $273,139 thousand in FY25.
  • General and administrative expenses were $332,939 thousand in FY26, versus $267,239 thousand in FY25.

Income from Operations

• Income from operations was $2,770,486 thousand in FY26, significantly up from $1,252,994 thousand in FY25.

Other Financial Items

• Other income (expense), net was $26,432 thousand in FY26, compared to - $41,339 thousand in FY25.
• Interest income was $186,920 thousand in FY26, compared to $59,834 thousand in FY25.
• Interest expense was - $194,574 thousand in FY26, compared to - $59,573 thousand in FY25.
• Income tax provision was - $556,329 thousand in FY26, compared to - $156,851 thousand in FY25.
• Share of loss from equity investee, net of taxes was - $2,482 thousand in FY26, compared to - $6,211 thousand in FY25.
• Preferred stock dividends were - $13,088 thousand in FY26.

Cash and Debt Position

• As of June 30, 2026, total cash and cash equivalents were $7.5 billion.
• Total bank debt and convertible notes were $8.7 billion as of June 30, 2026.

Cash Flow Activities (Full Fiscal Year)

• Net cash used in operating activities was - $6,809,886 thousand in FY26, compared to net cash provided by operating activities of $1,659,524 thousand in FY25.
• Net cash used in investing activities was - $200,279 thousand in FY26, compared to - $183,214 thousand in FY25.
• Net cash provided by financing activities was $9,478,755 thousand in FY26, compared to $2,024,045 thousand in FY25.
• Cash, cash equivalents, and restricted cash at the end of FY26 was $7,631,536 thousand, compared to $5,172,301 thousand at the end of FY25.
• Cash paid for interest was $109,306 thousand in FY26, compared to $25,490 thousand in FY25.
• Cash paid for income taxes, net of refunds, was $399,276 thousand in FY26, compared to $327,158 thousand in FY25.

Operational Metrics

• SUPER MICRO COMPUTER, INC. added several hundred enterprise and other customers and generated more than $60 billion in new orders in the past year.
• This resulted in a record backlog entering fiscal 2027.

Business Outlook

• For the first quarter of fiscal year 2027, SUPER MICRO COMPUTER, INC. expects net sales in the range of $14.5 billion to $15.5 billion.
• The company anticipates full fiscal year 2027 net sales to be between $65.0 billion and $72.0 billion.