超微电脑第四财季营收111.2亿美元同比近乎翻倍，盘后大涨7.56%

2026-08-12 08:12

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ChainThink 消息，8 月 12 日，超微电脑（SMCI）发布 2026 财年第四财季财报，营收 111.2 亿美元，较上年同期 57.6 亿美元近乎翻倍，略低于分析师预期的 113 亿至 116 亿美元。

公司称，营收低于预期主要受客户在电力、冷却和网络方面延迟影响。该季度毛利率升至 17.5%，高于公司上月初步预测的 15% 至 17%；

调整后每股收益 1.70 美元，高于分析师预期的 0.92 美元；净利润 11.7 亿美元，上年同期为 1.952 亿美元。

公司预计，截至 9 月的第一财季营收为 145 亿至 155 亿美元，调整后每股收益为 1.01 至 1.10 美元；2027 财年营收指引为 650 亿至 720 亿美元。

公司新订单超过 600 亿美元，积压订单创历史纪录，2026 财年有 9 个客户各贡献超 10 亿美元营收。据 BIT 行情数据，超微电脑收盘涨 0.45%，盘后涨 7.56%。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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