Super Micro Computer, Inc. (SMCI) Form 10-K — Aug 31, 2026
Super Micro Computer filed its fiscal 2026 Form 10-K (year ended June 30, 2026), reporting net income of $2,230.5 million, more than double the $1,048.9 million earned in fiscal 2025, on strength in AI server demand and its rack-scale Data Center Building Block Solutions (DCBBS) business. During fiscal 2026 the company added a $2,000.0 million revolving credit facility with JPMorgan plus Taiwan facilities totaling $1,765.0 million with CTBC Bank, layering on the $700.0 million of 2028 Convertible Notes and $2.3 billion of 2030 Convertible Notes issued in fiscal 2025; 656,965,384 common shares were outstanding as of July 31, 2026. The 10-K discloses that on March 19, 2026 the U.S.
Key figures
- Net Income
- $2,230.5 million (FY2026)
- Shares Outstanding
- 656965384
- Prior Net Income Fy2024
- $1,152.7 million
- Prior Net Income Fy2025
- $1,048.9 million
- Customer Concentration
- One customer >10% of net sales in FY2026 (four in FY2025, one in FY2024)
- Preferred Dividend Rate
- 7.00%
- Related Party Purchases
- Ablecom and Compuware were 2.1% of FY2026 cost of sales
- Employees As Of Jun30 2026
- over 7,000 (over 3,500 in R&D)
- International Sales Fy2026
- 29.1% of net sales (vs 40.6% FY2025, 32.0% FY2024)
- Supplier Concentration Fy2026
- One supplier accounted for 63.1% of total purchases
- Convertible Notes2028 Issued Fy2025
- $700.0 million
- Convertible Notes2030 Issued Fy2025
- $2.3 billion
- Ctbc Taiwan Credit Facilities Fy2026
- $1,765.0 million
- Non Affiliate Market Value Dec31 2025
- $15,104,749,459
- Jpmorgan Revolving Credit Facility Fy2026
- $2,000.0 million
Price after filing
Close on the filing date to close N calendar days later (from $37.28). Historical, not a forecast.
AI analysis
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