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Super Micro Computer, Inc. SMCI Q4 2026 Annual earnings

Reported August 11, 2026 · After market close

Revenue$11.1BMiss by $479.6M
Adjusted EPS$1.70Beat by $0.78
Revenue estimate$11.6B
EPS estimate$0.92
“Our Total AI/IT Solutions strategy continues to deliver strong results, we added several hundred enterprise and other customers in the past year, generated more than $60 billion in new orders, and booked record backlog entering fiscal 2027. As demand accelerates, we are improving profitability through a richer enterprise customer mix and broader adoption of our optimized Data Center Building Block Solutions® (DCBBS) architecture. Combined with continued investment in technology leadership, manufacturing scale, and global compliance, we are enabling customers to deploy AI infrastructure faster and more efficiently.”
Charles Liang

Next report

Nov 3, 2026 (in 2 months)
Revenue estimate$14.9B
EPS estimate$1.06

Financials

Q4 2026

Income statement

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Revenue$11.1B+93.2%
Gross profit$1.9B+257%
Operating income$1.5B+552%
Net income$1.2B+504%
EPS (diluted)$1.67+439%

Balance sheet

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Cash & equivalents$7.5B+45.4%
Total debt$539.6M+30.3%
Total equity$14.5B+130%
Total assets$29.9B+114%

Cash flow

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CapEx$28.2M+24.5%

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$24.21B-9.3%
Enterprise value$17.23B-21.4%
P/E10.9×-14.6×
P/S0.6×-0.6×

Profitability

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Gross margin10.8%-0.2pp
Operating margin7.1%+1.4pp
Net margin5.7%+0.9pp

Returns & leverage

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Return on equity21.5%+3.6pp
Debt / equity0×0.0×
Current ratio3.9×-1.4×

Segments

By product

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Service and Software$169.8M+97.4%
Service$139.9M+128%

FAQ

When did Super Micro Computer, Inc. report Q4 2026 earnings?
Super Micro Computer, Inc. (SMCI) reported Q4 2026 earnings on August 11, 2026 after market close.
What were Super Micro Computer, Inc.'s Q4 2026 revenue and EPS?
Super Micro Computer, Inc. reported revenue of $11.1B and adjusted eps of $1.70 for Q4 2026.
Did Super Micro Computer, Inc. beat estimates in Q4 2026?
Revenue missed the consensus estimate of $11.6B by $479.6M. EPS beat the consensus estimate of $0.92 by $0.78.
How did Super Micro Computer, Inc.'s Q4 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 93.2% from $5.8B a year earlier.
Where can I find Super Micro Computer, Inc.'s Q4 2026 SEC filings?
You can read the 8-K earnings release (0001375365-26-000021) and the 10-K periodic report (0001375365-26-000022) directly on SEC EDGAR. The filing index links above go to sec.gov.