Supermicro quarterly sales nearly quadruple to $19.9 billion

Technology Tuesday, November 3, 2026 - Updated Nov 3, 2026 17:43

Super Micro Computer reported net sales of $19.9 billion for the quarter ended September 30, 2026, nearly four times the $5.0 billion of a year earlier, and set fiscal 2027 sales guidance at $72 billion to $82 billion.

Why it matters: Supermicro is one of the largest builders of AI server systems, and a full year sales outlook of $72 billion to $82 billion makes its order book a direct read on how fast AI data center spending is converting into shipped hardware.

Data as of Super Micro Computer 8-K filed November 3, 2026, accession 0001375365-26-000026, and its Exhibit 99.1 results release, read in full in this run. Results are preliminary and unaudited, as stated in the release. Developing item.

Super Micro Computer reported unaudited net sales of $19.9 billion for its first quarter of fiscal 2027, ended September 30, 2026, up from $5.0 billion a year earlier and $11.1 billion in the prior quarter, with net income of $1.59 billion, or $1.75 per diluted share, and non-GAAP earnings of $1.81 per share. Gross margin was 12.7 percent, down from 17.5 percent in the prior quarter, and operations used $434 million of cash in the quarter.

The company guided second quarter sales to $19.5 billion to $21.5 billion and fiscal 2027 sales to $72.0 billion to $82.0 billion.

Sources

Super Micro Computer, Inc. Form 8-K, filed November 3, 2026 (accession 0001375365-26-000026) - SEC EDGAR - 2026-11-03
Supermicro Announces First Quarter of Fiscal Year 2027 Financial Results - Super Micro Computer, Inc., via Business Wire (Exhibit 99.1 to the 8-K) - 2026-11-03