Super Micro Computer, Inc. (SMCI)

Super Micro Computer’s preliminary fourth fiscal quarter of 2026 results, reported August 11, 2026, were mixed versus consensus, with EPS topping expectations while revenue trailed. Revenue rose 93% to about $11.1 billion (up from roughly $5.8 billion a year ago), driven by its server and storage systems and related data-center hardware lineup, while the consensus comparison showed revenue of $11.120 billion trailed the $11.599 billion estimate (-4.1%). On profitability, gross profit was about $1.9 billion and operating income about $1.5 billion, translating to a gross margin of ~18% and an operating margin of ~13%. Net income surged 504% to roughly $1.2 billion (up from about $195.2 million a year ago). EPS came in at $1.70 (up from $0.41 a year ago), and in the consensus comparison EPS of $1.70 topped the $0.92 estimate (+84%). The quarter generated operating cash flow of about $747.0 million. Next-period consensus calls for EPS of $1.06 on revenue of $14.942 billion.