Supermicro Q4 Gross Margin 15-17%, New Orders Exceed $60B
Super Micro Computer, Inc. provided a preliminary business update for the fourth quarter of fiscal year 2026, estimating revenues near the low end of its $11.0 billion to $12.5 billion guidance. The company anticipates GAAP and non-GAAP gross margins to be significantly higher than guidance, ranging from 15% to 17%. Furthermore, Supermicro reported a record backlog and received over $60 billion in new orders during the quarter, which are expected to be delivered in future periods. An earnings call to discuss full results is scheduled for August 11, 2026.
Key Highlights
- Q4 FY2026 revenues estimated near low end of $11.0B to $12.5B guidance.
- Q4 FY2026 GAAP and non-GAAP gross margins estimated 15% to 17%.
- Gross margins are significantly higher than guidance of 8.2% to 8.4%.
- Backlog rose to record levels at the end of fiscal 2026.
- Total new orders in excess of $60B received in Q4 FY2026.
- New orders are expected to be delivered over future quarters.
- Earnings call scheduled for August 11, 2026, at 5:00 p.m. ET.
Price Impact
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