Supermicro Q4 revenue near low end; gross margins beat guidance

Super Micro Computer, Inc. (NASDAQ: SMCI) released preliminary financial results for its fourth quarter of fiscal year 2026, ended June 30, 2026, according to a company press release.

Revenue for the quarter is estimated to be near the low end of the company's guidance range of $11.0 billion to $12.5 billion. GAAP and non-GAAP gross margins are estimated to be between 15% and 17%, which the company said is significantly above its prior guidance of 8.2% to 8.4%, attributing the difference to a favorable customer and product mix.

The company said its order backlog reached record levels at the end of fiscal 2026, with total new orders exceeding $60 billion received during the fourth quarter. Supermicro noted those orders are expected to be delivered over future quarters, and that some may not constitute firm commitments and could be subject to cancellation or delays.

The preliminary figures are unaudited and subject to revision. The company's independent auditor has not reviewed or performed procedures on the preliminary data. Supermicro also disclosed that its board is conducting an independent review of certain transactions related to alleged export-control issues, which it said could affect forecasts and prior period results.

Supermicro is scheduled to present full fourth-quarter and fiscal year 2026 financial results on August 11, 2026, at 5:00 p.m. ET.

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