Super Micro Computer (NASDAQ: SMCI) reported Q4 EPS of $0.41, $0.03 worse than the analyst estimate of $0.44. Revenue for the quarter came in at $5.8 billion versus the consensus estimate of $5.96 billion.

GUIDANCE:

Super Micro Computer sees Q1 2026 EPS of $0.40-$0.52, versus the consensus of $0.59. Super Micro Computer sees Q1 2026 revenue of $6-7 billion, versus the consensus of $6.59 billion.

• The Company expects net sales of $6.0 billion to $7.0 billion for the first quarter of fiscal year 2026 ending September 30, 2025, GAAP net income per diluted share of $0.30 to $0.42 and non-GAAP net income per diluted share of $0.40 to $0.52. The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 13.0% and 15.5%, respectively, and a fully diluted share count of 631 million shares for GAAP and fully diluted share count of 644 million shares for non-GAAP. The outlook for first quarter of fiscal year 2026 GAAP net income per diluted share includes approximately $69 million in expected stock-based compensation, net of related tax effects of $20 million that are excluded from non-GAAP net income per diluted share.
• For fiscal year 2026, the Company expects net sales of at least $33.0 billion.

For earnings history and earnings-related data on Super Micro Computer (SMCI) click here.