Companies
Super Micro Computer Reports Strong Q4 Earnings with Record AI Backlog
Super Micro Computer has released its fiscal Q4 2026 results, revealing a non-GAAP diluted earnings per share of $1.70, surpassing Wall Street's consensus estimate of $1.33 by 28%. The company's net sales reached $11.12 billion, slightly below the expected $11.2 billion but reflecting a remarkable 93% year-over-year growth from $5.76 billion in the same quarter last year.
The gross margins also showed significant improvement, with 17.5% GAAP and 17.6% non-GAAP margins, well above the previous guidance of 8.2% to 8.4%. For the full fiscal year 2026, Super Micro reported annual net sales of $39.06 billion, a 78% increase from $21.97 billion in FY2025, and a non-GAAP diluted EPS of $3.63.
One of the most notable highlights from the report was the company's record backlog, with over $60 billion in new orders secured during Q4, indicating strong ongoing demand for AI infrastructure. Super Micro's management noted the addition of hundreds of new enterprise customers during the quarter, suggesting that this demand is likely to continue.
Looking ahead, Super Micro has provided guidance for Q1 FY2027, projecting revenues between $14.5 billion and $15.5 billion, with non-GAAP EPS expected to range from $1.01 to $1.10. For the entire fiscal year 2027, the company anticipates revenues between $65 billion and $72 billion, marking a potential growth of approximately 75% over FY2026.
FAQ
What were Super Micro Computer's earnings per share for Q4 2026?
Super Micro Computer reported a non-GAAP diluted earnings per share of $1.70 for Q4 2026.
How did Super Micro's net sales in Q4 2026 compare to the previous year?
Super Micro's net sales in Q4 2026 reached $11.12 billion, reflecting a remarkable 93% year-over-year growth from $5.76 billion in the same quarter last year.
What is the significance of the $60 billion backlog reported by Super Micro?
The $60 billion backlog indicates strong ongoing demand for AI infrastructure, with the company securing this amount in new orders during Q4.
What revenue guidance did Super Micro provide for Q1 FY2027?
Super Micro projected revenues between $14.5 billion and $15.5 billion for Q1 FY2027.
What are Super Micro's revenue expectations for the entire fiscal year 2027?
For the entire fiscal year 2027, Super Micro anticipates revenues between $65 billion and $72 billion, marking a potential growth of approximately 75% over FY2026.