Super Micro Computer Q4 2026: Margins Doubled, Guidance Hits $72 Billion
As seen on the 24/7 Wall St. homepage on August 11, 2026.
Gross margin nearly doubled to 17.5% from 9.5% a year ago, turning a slight revenue miss into an EPS beat and putting fiscal 2027 revenue guidance as high as $72 billion. Negative operating cash flow is the offsetting worry.
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Gross margin expanded to 17.5% from 9.5% a year earlier, more than doubling in a single year on a richer enterprise customer mix and broader adoption of the company's Data Center Building Block Solutions architecture.
Revenue rose 93% year over year while missing expectations, with gross profit and operating income both climbing far faster than sales.
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CEO Charles Liang said the company generated more than $60 billion in new orders and entered fiscal 2027 with a record backlog. Management guided full-year fiscal 2027 revenue between $65 billion and $72 billion.
The full fiscal year produced negative operating cash flow of $6.8 billion as the company scaled inventory and capacity to meet AI infrastructure demand. The board is conducting an independent review of certain transactions related to export-control issues, and results remain preliminary and unaudited.