Super Micro Computer (SMCI)
Builds modular rack-scale server, storage, and liquid-cooling systems for AI and enterprise infrastructure.
$41.47
After hours−0.06 (−0.14%)
At close$41.53(+0.80%)
In millions of USD, except per-share figures
| In millions | Q1 FY24Sep 2023 | Q2 FY24Dec 2023 | Q3 FY24Mar 2024 | Q4 FY24Jun 2024 | Q1 FY25Sep 2024 | Q2 FY25Dec 2024 | Q3 FY25Mar 2025 | Q4 FY25Jun 2025 | Q1 FY26Sep 2025 | Q2 FY26Dec 2025 | Q3 FY26Mar 2026 | Q4 FY26Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2,120 | 5,355 | 5,937 | 5,355 | 5,937 | 5,678 | 4,600 | 5,757 | 5,018 | 12,682 | 10,243 | 11,120 |
| Cost of revenue | 1,766 | 4,809 | 5,162 | 4,809 | 5,162 | 5,008 | 4,160 | 5,213 | 4,550 | 11,884 | 9,224 | 9,177 |
| Gross profit | 354 | 546 | 776 | 546 | 776 | 670 | 440 | 544 | 467 | 799 | 1,019 | 1,943 |
| 181 | 258 | 266 | 258 | 266 | 301 | 293 | 316 | 285 | 324 | 393 | 455 | |
| Research & development | 111 | 127 | 132 | 127 | 132 | 158 | 163 | 183 | 173 | 181 | 216 | 201 |
| 70 | 130 | 134 | 130 | 134 | 143 | 131 | 132 | 112 | 144 | 177 | 253 | |
| Selling & marketing | 37 | 56 | 69 | 56 | 69 | 80 | 60 | 65 | 48 | 73 | 90 | 142 |
| General & administrative | 33 | 74 | 65 | 74 | 65 | 64 | 71 | 68 | 64 | 70 | 88 | 111 |
| Operating income | 173 | 288 | 509 | 288 | 509 | 369 | 147 | 228 | 182 | 474 | 626 | 1,488 |
| 5 | 10 | −10 | 10 | −10 | 9 | −32 | −14 | 26 | 25 | −16 | −17 | |
| Interest income | 0 | 0 | 0 | 0 | 0 | 9 | 0 | 0 | 0 | 51 | 45 | 90 |
| Interest expense | 2 | 8 | 6 | 3 | 17 | 7 | 13 | 22 | 25 | 25 | 64 | 80 |
| Other non-operating income | −7 | −14 | −7 | −14 | −7 | −13 | 18 | −17 | −51 | −51 | −50 | −61 |
| Income before tax | 177 | 299 | 499 | 299 | 499 | 378 | 115 | 214 | 208 | 500 | 610 | 1,471 |
| Income tax expense | 20 | 2 | 75 | 2 | 75 | 57 | 6 | 19 | 40 | 99 | 127 | 290 |
| Net income from continuing operations | 157 | 297 | 424 | 297 | 424 | 321 | 109 | 195 | 168 | 401 | 483 | 1,181 |
| Other adjustments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | −2 |
| Net income | 157 | 297 | 424 | 297 | 424 | 321 | 109 | 195 | 168 | 401 | 483 | 1,178 |
| EPS, basic | $0.30 | $0.60 | $0.72 | $0.54 | $0.18 | $0.54 | $0.18 | $0.33 | $0.28 | $0.67 | $0.81 | $1.89 |
| EPS, diluted | $0.28 | $0.55 | $0.67 | $0.51 | $0.17 | $0.50 | $0.17 | $0.31 | $0.26 | $0.60 | $0.72 | $1.68 |
| Weighted average shares, basic | 531 | 587 | 590 | 593 | 595 | 593 | 595 | 598 | 657 | 597 | 598 | 602 |
| Weighted average shares, diluted | 572 | 642 | 639 | 636 | 622 | 636 | 622 | 625 | 663 | 674 | 674 | 697 |
| EBITDA | 188 | 314 | 531 | 314 | 529 | 394 | 144 | 264 | 254 | 548 | 698 | 1,537 |
| Depreciation & amortization | 9 | 12 | 14 | 12 | 12 | 12 | 15 | 19 | 21 | 22 | 23 | −12 |
| EBIT | 179 | 302 | 516 | 302 | 516 | 382 | 128 | 245 | 233 | 526 | 675 | 1,549 |