AI brief of an SEC Form 8-K · Supermicro (SMCI)

Supermicro Q3 net income rises to $483 million on $10.2 billion in sales

Mixed Impact 3 of 5 earnings Written later

Super Micro Computer reported preliminary, unaudited results for the quarter ended March 31, 2026. Net sales were $10.2 billion, up from $4.6 billion a year earlier but down from $12.7 billion in the prior quarter, while net income rose to $483 million and diluted EPS was $0.72. The company also guided fourth-quarter net sales to $11.0 billion to $12.5 billion, but the filing notes that a Board review of export-control matters could affect the forecasts and prior period results.

Key points

  • Q3 net sales of $10.2 billion, versus $12.7 billion in Q2'26 and $4.6 billion in Q3'25
  • Q3 net income of $483 million and GAAP diluted EPS of $0.72, versus $401 million and $0.60 in Q2'26
  • Q3 cash flow used in operations was $6.6 billion; cash and equivalents were $1.3 billion and bank debt plus convertible notes were $8.8 billion as of March 31, 2026
  • Q4 FY2026 guidance: net sales of $11.0 billion to $12.5 billion; full-year FY2026 net sales of $38.9 billion to $40.4 billion

The filing

CompanySupermicro (SMCI)
Form8-K, current report
Filed with the SECMay 5, 2026, 4:08 PM ET
Accession number0001375365-26-000013

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 05, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.