Super Micro Reports Record Fiscal 2026 Revenue, Projects $65B-$72B for 2027

Super Micro Computer reported fourth-quarter and full-year fiscal 2026 results on Tuesday, August 11, 2026, capping a year of record revenue with a quarterly gross margin recovery that sent its stock up roughly 9% in extended trading. The AI server maker also projected fiscal 2027 revenue of $65 billion to $72 billion, well above the $54.4 billion analysts had expected.

For the full fiscal year ended June 30, 2026, Super Micro posted revenue of $39.1 billion, up from $22.0 billion in fiscal 2025. Full-year net income was $2.2 billion, or $3.26 per diluted share. Adjusted diluted earnings per share for the year were $3.63, compared with $2.06 a year earlier. Full-year gross margin was 10.8%.

Revenue for the quarter ended June 30 came in at $11.1 billion, up from $5.8 billion in the same period a year earlier. Net income for the quarter was $1.18 billion, or $1.62 per diluted share, compared with $195 million, or $0.31 per diluted share, a year ago. On an adjusted basis, diluted earnings per share were $1.70.

The headline figure for investors was a sharp rebound in profitability. Gross margin for the fourth quarter came in at 17.5%, topping both the 9.5% recorded in the prior-year...