SMCI Q2 2026

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025

Earnings

Super Micro Computer delivered a blowout fiscal second quarter, posting revenue of $12.68 billion, a 123.4% year-over-year surge that left Wall Street's pre-report estimates far behind the actual result. The top-line beat was equally striking on a co… Read more Super Micro Computer delivered a blowout fiscal second quarter, posting revenue of $12.68 billion, a 123.4% year-over-year surge that left Wall Street's pre-report estimates far behind the actual result. The top-line beat was equally striking on a consensus basis, coming in 22.64% above the $10.34 billion analyst forecast, while non-GAAP diluted EPS of $0.69 topped the $0.49 consensus by 41.42%. The primary engine behind the explosive growth was accelerating demand for AI infrastructure, though that momentum came at a cost, with GAAP gross margin compressing sharply to 6.3% from 11.8% a year ago as the company leaned into aggressive pricing and lower-margin AI server configurations. Despite the margin squeeze, net income grew to $400.56 million from $320.60 million in the year-ago period, with volume more than compensating for thinner per-unit returns. Looking ahead, Supermicro guided Q3 FY2026 revenue to at least $12.30 billion with non-GAAP EPS of at least $0.60, and raised its full-year FY2026 revenue outlook to at least $40.00 billion.