律动BlockBeats
律动BlockBeats|Aug 12, 2026 00:11
[Super Micro Computer Q4 Revenue Reaches $11.12 Billion, Nearly Doubling Year-Over-Year, Surges 7.56% After Hours] BlockBeats News, August 12, Super Micro Computer (SMCI) released its fiscal Q4 2026 financial report, reporting revenue of $11.12 billion, nearly doubling from $5.76 billion in the same period last year. However, it slightly missed analysts' expectations of $11.3 billion to $11.6 billion, mainly due to delays from customers in power, cooling, and networking. Gross margin significantly improved to 17.5%, exceeding the company's early July forecast of 15% to 17% and far surpassing the initial expectation of 8.2% to 8.4%. Adjusted earnings per share came in at $1.70, far exceeding analysts' expectations of $0.92; net profit reached $1.17 billion, compared to $195.2 million in the same period last year. The company also provided strong guidance: it expects Q1 revenue (ending September) to be between $14.5 billion and $15.5 billion, with adjusted earnings per share of $1.01 to $1.10, significantly higher than analysts' expectations of approximately $12 billion. For fiscal 2027, revenue guidance is set at $65 billion to $72 billion, far exceeding analysts' expectations of $52.5 billion to $54.4 billion. New orders surpassed $60 billion, with backlog orders hitting a record high. In fiscal 2026, nine customers each contributed over $1 billion in revenue, compared to four customers in the same period last year. According to BIT (bit.com) market data, Super Micro Computer (SMCI) closed up 0.45% and rose another 7.56% after hours.
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