Quarterly ResultMay 5, 2026, 04:14 PM
Supermicro Q3 Net Sales $10.2B, EPS $0.72; Guides Q4
AI Summary
Super Micro Computer, Inc. announced its third quarter fiscal year 2026 financial results, reporting net sales of $10.2 billion, a significant increase from the prior year, though a sequential decline from Q2. The company achieved a gross margin of 9.9% and net income of $483 million, with diluted EPS of $0.72, showing strong sequential and year-over-year growth in profitability. Supermicro also provided an optimistic outlook, forecasting Q4 FY2026 net sales between $11.0 billion and $12.5 billion, and full fiscal year 2026 net sales between $38.9 billion and $40.4 billion, despite reporting $6.6 billion in cash flow used in operations for the quarter.
Key Highlights
- Net sales for Q3 FY2026 were $10.2 billion, up 121.7% from $4.6 billion in Q3 FY2025.
- Gross margin improved to 9.9% in Q3 FY2026, compared to 6.3% in Q2 FY2026 and 9.6% in Q3 FY2025.
- Net income reached $483 million in Q3 FY2026, a 343% increase from $109 million in Q3 FY2025.
- Diluted net income per common share was $0.72, up from $0.17 in Q3 FY2025.
- Cash flow used in operations for Q3 FY2026 was $6.6 billion.
- The company expects Q4 FY2026 net sales between $11.0 billion and $12.5 billion.
- Full fiscal year 2026 net sales are projected to be in the range of $38.9 billion to $40.4 billion.