ChainThink reports that on August 12, Super Micro Computer (SMCI) released its fourth-quarter fiscal year 2026 earnings, reporting revenue of $11.12 billion, nearly doubling from $5.76 billion in the same period last year, slightly below analyst expectations of $11.3 billion to $11.6 billion.
The company stated that revenue below expectations was primarily due to delays by customers in power, cooling, and networking. The gross margin for the quarter rose to 17.5%, higher than the company’s preliminary forecast of 15% to 17% last month;
Adjusted earnings per share of $1.70, above the analyst expectation of $0.92; net profit of $1.17 billion, compared to $195.2 million in the same period last year.
The company expects first-quarter revenue for the period ending September to be between $14.5 billion and $15.5 billion, with adjusted earnings per share of $1.01 to $1.10; fiscal year 2027 revenue guidance is set at $65 billion to $72 billion.
The company's new orders exceeded $60 billion, with backlog reaching a record high, and nine customers each contributed over $1 billion in revenue for fiscal year 2026. According to BIT market data, Super Micro Computer closed up 0.45% and rose 7.56% in after-hours trading.