Super Micro Computer, Inc. (SMCI) Form 8-K — Jul 21, 2026
Super Micro Computer, Inc. issued a preliminary business update for the fourth quarter of fiscal 2026, estimating revenue to be near the low end of its guidance range of $11.0 billion to $12.5 billion. Despite the revenue outlook, the company projects GAAP and non-GAAP gross margins to be between 15% and 17%, significantly higher than the previously guided range of 8.2% to 8.4%, primarily due to a favorable customer and product mix. The company reported that backlog reached record levels at the end of fiscal 2026, with total new orders received during the quarter exceeding $60 billion.
Key figures
- Revenue
- near low end of $11.0B - $12.5B
- New Orders
- > $60 billion
- Gross Margin Estimate
- 15% to 17%
- Gross Margin Guidance
- 8.2% to 8.4%
Price after filing
Close on the filing date to close N calendar days later (from $25.50). Historical, not a forecast.
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