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Super Micro Computer, Inc. SMCI Q2 2026 earnings

Reported February 3, 2026 · After market close

Revenue$12.7BBeat by $2.3BDiluted EPS$0.69Beat by $0.20
Revenue estimate$10.4B
EPS estimate$0.49

Next report

Aug 4, 2026 (In 2 weeks)
Revenue estimate$11.7B
EPS estimate$0.70

Financials

Q2 2026

Income statement

See full
Revenue$12.7B+123%
Gross profit$798.6M+19.2%
Operating income$474.3M+28.7%
Net income$400.6M+24.9%
EPS (diluted)$0.60+17.6%

Balance sheet

See full
Cash & equivalents$4.2B+193%
Total debt$627.3M+111%
Total equity$7.0B+12.1%
Total assets$28.0B+188%

Cash flow

See full
Operating cash flow-$23.9M—
CapEx$21.2M-22.9%
Free cash flow-$45.1M—

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$17.47B-2.1%
Enterprise value$13.91B-16.8%
P/E20×+7.7×
P/S0.6×-0.2×

Profitability

See full
Gross margin8%-4.4pp
Operating margin3.7%-3.7pp
Net margin3.1%-3.8pp
FCF margin1.6%—

Returns & leverage

See full
Return on equity13.2%-17.8pp
Debt / equity0.1×0.0×
Current ratio1.7×-4.7×

Segments

By product

See full
Service and Software$140.4M—
Service$104.1M—

Versus estimates

Revenue

Q3 2026$10.2BMiss by $2.1B
Q2 2026$12.7BBeat by $2.3B
Q1 2026$5.0BMiss by $816.7MQ4 2025$5.8BMiss by $222.9MQ3 2025$4.6BMiss by $405.3MQ2 2025$5.7BBeat by $28.0M

Diluted EPS

Q3 2026$0.84Beat by $0.21
Q2 2026$0.69Beat by $0.20
Q1 2026$0.35Miss by $0.02Q4 2025$0.41Miss by $0.04Q3 2025$0.31Miss by $0.10Q2 2025$0.75Beat by $0.17

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Questions, answered.

When did Super Micro Computer, Inc. report Q2 2026 earnings?
Super Micro Computer, Inc. (SMCI) reported Q2 2026 earnings on February 3, 2026 after market close.
What were Super Micro Computer, Inc.'s Q2 2026 revenue and EPS?
Super Micro Computer, Inc. reported revenue of $12.7B and diluted EPS of $0.69 for Q2 2026.
Did Super Micro Computer, Inc. beat estimates in Q2 2026?
Revenue beat the consensus estimate of $10.4B by $2.3B. EPS beat the consensus estimate of $0.49 by $0.20.
How did Super Micro Computer, Inc.'s Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 123.4% from $5.7B a year earlier and diluted EPS declined 8.0% from $0.75.
Where can I find Super Micro Computer, Inc.'s Q2 2026 SEC filings?
You can read the 8-K earnings release (0001375365-26-000006) and the 10-Q periodic report (0001375365-26-000007) directly on SEC EDGAR. The filing index links above go to sec.gov.