ChainThink News, August 12: Super Micro Computer (SMCI) released its fiscal year 2026 fourth-quarter financial results, reporting revenue of $11.12 billion, nearly doubling compared to $5.76 billion in the same period last year, slightly below analysts' expectations of $11.3 billion to $11.6 billion.
The company stated that revenue fell short of expectations primarily due to delays from customers in power, cooling, and networking infrastructure. Gross margin for the quarter reached 17.5%, exceeding the company’s previous preliminary forecast range of 15% to 17%.
Adjusted EPS came in at $1.70, significantly above the analyst consensus of $0.92; net profit amounted to $1.17 billion, up from $195.2 million in the same period last year.
The company expects first-quarter revenue for the period ending September to be between $14.5 billion and $15.5 billion, with adjusted EPS projected at $1.01 to $1.10; full-year fiscal 2027 revenue guidance is set at $65 billion to $72 billion.
New orders surpassed $60 billion, with backlog reaching an all-time high. In fiscal year 2026, nine customers each contributed over $1 billion in revenue. According to BIT market data, Super Micro Computer closed up 0.45%, with post-market gains of 7.56%.
Disclaimer: Contains third-party opinions, does not constitute financial advice
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