Super Micro Computer, Inc. (SMCI) Form 8-K — Aug 11, 2026

$SMCIForm 8-KItems 2.02, 9.01Filed Aug 11, 2026, 4:06 PM ET0001375365-26-000021Original filing

Supermicro (SMCI) reported unaudited Q4 FY2026 results on August 11, 2026: net sales of $11.1 billion versus $5.8 billion a year ago, GAAP net income of $1,178 million, and diluted EPS of $1.62, with gross margin jumping to 17.5% from 9.5% in Q4 FY2025. Full-year FY2026 revenue reached $39.1 billion, up roughly 78% from $22.0 billion in FY2025, with GAAP net income of $2.2 billion ($3.26 diluted EPS). Management guided Q1 FY2027 net sales to $14.5-15.5 billion and full-year FY2027 net sales to $65.0-72.0 billion, citing more than $60 billion in new orders and record backlog entering fiscal 2027.

Key figures

Eps: Q4 FY2026 GAAP diluted $1.62 (non-GAAP $1.70); FY2026 GAAP diluted $3.26 (non-GAAP $3.63)
Revenue: $39.1 billion FY2026 ($11.1 billion in Q4 FY2026)
Guidance: Q1 FY2027 net sales $14.5-15.5B, GAAP EPS $0.89-$0.98, non-GAAP EPS $1.01-$1.10; FY2027 net sales $65.0-72.0B
Net Income: Q4 FY2026 GAAP net income $1,178M (vs $195M Q4 FY2025); FY2026 GAAP net income $2.23B
Total Debt: $8.7B total bank debt and convertible notes
Revenue Yoy: +77.8% FY2026 vs FY2025 ($39.1B vs $22.0B); Q4 +93% YoY ($11.1B vs $5.8B)
Total Assets: $29.95B as of June 30, 2026 (vs $14.02B a year ago)
Cash Position: $7.52B cash and cash equivalents as of June 30, 2026 (vs $5.17B a year ago)
New orders fy26: more than $60 billion in new orders; record backlog entering fiscal 2027
Adjusted ebitda fy26: $3,447.1M (8.8% of net sales)
Q4 gaap gross margin: 17.5% (vs 9.9% Q3'26 and 9.5% Q4'25)
Fy26 interest expense: $194.6M
Fy26 gaap gross margin: 10.8% (vs 11.1% FY2025)
Q4 operating cash flow: $747M provided by operations
Fy26 non gaap net income: $2.5B, or $3.63 diluted EPS
Fy26 operating cash flow: -$6.81B net cash used in operating activities (vs +$1.66B FY2025)
Q1 fy27 guidance tax rates: ~20.1% GAAP / ~20.5% non-GAAP
Guidance diluted share count: 745M GAAP / 761M non-GAAP for Q1 FY2027

Price after filing

1 day: +1.1%7 days: +20.2%30 days: +25.1%

Close on the filing date to close N calendar days later (from $31.13). Historical, not a forecast.

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