Supermicro sees Q4 gross margin of 15%-17%, well above guidance; revenue near low end
Supermicro gave a preliminary, unaudited update for the fourth quarter of fiscal 2026 ended June 30, 2026. Revenue is estimated near the low end of its $11.0 billion to $12.5 billion guidance, while gross margins are estimated at 15% to 17%, well above the 8.2% to 8.4% guidance. The company also said new orders exceeded $60 billion in the quarter, and that the Board's independent export-control review could affect its forecasts and these preliminary results.
Key points
- Q4 fiscal 2026 revenue estimated near the low end of the $11.0 billion to $12.5 billion guidance range
- GAAP and non-GAAP gross margins estimated at 15% to 17%, versus guidance of 8.2% to 8.4%, mainly due to customer and product mix
- New orders exceeded $60 billion in Q4 fiscal 2026, with delivery expected over future quarters
- Earnings call scheduled for August 11, 2026, at 5:00 p.m. ET; figures remain subject to closing procedures and an independent Board review
The filing
Written by AI on Nov 8, 2026, 12:42 AM ET, from this filing 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 July 21, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.