Supermicro sales expand 91% to $11.1 billion

• Supermicro reported fiscal Q4 2026 net sales of $11.1 billion, up about 91% from $5.8 billion a year earlier.
• Net income jumped to $1.18 billion and gross margin reached 17.5%.
• Supermicro expects fiscal 2027 revenue of $65–$72 billion after entering the year with record backlog.

Super Micro Computer (NASDAQ:SMCI) reported fiscal fourth-quarter 2026 net sales of $11.1 billion, up about 91% from $5.8 billion a year earlier.

Sales also increased from $10.2 billion in Q3, while GAAP gross margin climbed to 17.5% from 9.9% sequentially.

Supermicro expects fiscal 2027 sales of $65–$72 billion and guides Q1 revenue to $14.5–$15.5 billion.

Full-year fiscal 2026 sales reached $39.1 billion, up from $22 billion, while net income increased to $2.2 billion from $1.0 billion.

Supermicro entered fiscal 2027 with record backlog after receiving over $60 billion of Q4 orders and raising capital to fund AI server demand.