Super Micro Computer posted revenue of $11.12 billion for the fourth quarter of fiscal 2026, nearly doubling from $5.76 billion a year earlier. The figure still came in below analyst expectations of $11.3 billion to $11.6 billion, with the company citing delays tied to customer readiness in power, cooling and networking. Even so, margins improved sharply. Gross margin reached 17.5%, above both the company’s preliminary range of 15% to 17% issued last month and its earlier forecast of 8.2% to 8.4%. Adjusted earnings per share came in at $1.70, well above the 92-cent analyst consensus, while net income rose to $1.17 billion from $195.2 million a year earlier. Super Micro also issued stronger forward guidance, projecting first-quarter revenue of $14.5 billion to $15.5 billion and fiscal 2027 revenue of $65 billion to $72 billion, both above Wall Street expectations. New orders topped $60 billion, backlog hit a record, and nine customers each generated more than $1 billion in revenue during fiscal 2026.
Super Micro Computer (SMCI) reported fiscal 2026 fourth-quarter revenue of $11.12 billion on Aug. 12, nearly double the $5.76 billion recorded a year earlier. The result was slightly below analyst expectations of $11.3 billion to $11.6 billion, which the company said was mainly due to customer delays in power, cooling and networking.
Profitability improved by a wide margin. Gross margin rose to 17.5%, above the company’s preliminary estimate of 15% to 17% issued last month and also well above its original outlook of 8.2% to 8.4%. Adjusted earnings per share came in at $1.70, far ahead of analyst expectations for $0.92. Net income reached $1.17 billion, compared with $195.2 million in the same period last year.
The company also issued stronger guidance. For the first fiscal quarter ending in September, Super Micro expects revenue of $14.5 billion to $15.5 billion and adjusted earnings per share of $1.01 to $1.10. That compares with analyst expectations of about $12 billion in revenue. For fiscal 2027, the company projected revenue of $65 billion to $72 billion, above analyst expectations of $52.5 billion to $54.4 billion.
Super Micro said new orders exceeded $60 billion and backlog reached a record high. During fiscal 2026, nine customers each contributed more than $1 billion in revenue, up from four in the same period a year earlier.
According to BIT (bit.com) market data cited in the report, SMCI closed up 0.45% and gained another 7.56% in after-hours trading.
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