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

Supermicro Q4 net sales rise to $11.1 billion; net income $1.18 billion

Positive Impact 4 of 5 earnings Written later

Supermicro reported unaudited results for the fourth quarter and full fiscal year ended June 30, 2026, with Q4 net sales of $11.1 billion, up from $5.8 billion a year earlier, and Q4 net income of $1,178 million, up from $195 million. The company guided first-quarter fiscal 2027 net sales to $14.5 billion to $15.5 billion and full-year fiscal 2027 net sales to $65.0 billion to $72.0 billion, but the figures are preliminary and unaudited, and a Board review of export-control issues could affect the forecasts and prior-period results.

Key points

  • Q4 fiscal 2026 net sales were $11.1 billion versus $5.8 billion in Q4 fiscal 2025; diluted EPS was $1.62 versus $0.31.
  • Fiscal 2026 net sales were $39.1 billion versus $22.0 billion; diluted EPS was $3.26 versus $1.68.
  • Outlook: Q1 fiscal 2027 net sales of $14.5 billion to $15.5 billion and GAAP diluted EPS of $0.89 to $0.98; fiscal 2027 net sales of $65.0 billion to $72.0 billion.
  • The financial results are preliminary and unaudited, and the Board's independent review of export-control matters could affect forecasts and prior period results.

The filing

CompanySupermicro (SMCI)
Form8-K, current report
Filed with the SECAug 11, 2026, 4:06 PM ET
Accession number0001375365-26-000021

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 August 11, 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.