Super Micro Computer | 8-K: FY2026 Q4 Revenue Misses Estimate at USD 11 B

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Revenue: As of FY2026 Q4, the actual value is USD 11 B, missing the estimate of USD 11.73 B.

Super Micro Computer, Inc. (超微电脑) provided preliminary business updates for the fourth quarter of fiscal year 2026 .

Operational Metrics

GAAP and non-GAAP gross margins are estimated to be in the range of 15% to 17%, which is significantly higher than the previous guidance of 8.2% to 8.4%, primarily due to a favorable customer and product mix .

Unique Metrics

The company received total new orders in excess of $60 billion during the fourth quarter of fiscal year 2026, leading to record levels of backlog at the end of fiscal 2026 . These new orders are expected to be delivered over future quarters .

Outlook / Guidance

Super Micro Computer, Inc. estimates revenues for the fourth quarter of fiscal year 2026 to be near the low end of its guidance of $11.0 billion to $12.5 billion . GAAP and non-GAAP gross margins are projected to be between 15% and 17%, exceeding the prior guidance of 8.2% to 8.4% . The company also reported a record backlog, driven by over $60 billion in new orders received during the quarter, which are anticipated for future delivery .

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