SMCI Earnings Surge After Q2 Sales Jump
SMCI earnings showed Q2 sales rose to $12.7 billion and raised its FY2026 revenue outlook, lifting shares in extended trading amid AI server demand.
KEY TAKEAWAYS
- Q2 net sales rose to $12.7 billion, more than doubling from a year earlier.
- Gross margin narrowed to 6.3%, signaling margin pressure despite revenue strength.
- Raised FY2026 revenue outlook amid accelerating AI server demand.
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Super Micro Computer reported Q2 fiscal 2026 results on Feb. 3, 2026, saying sales more than doubled and it raised its full-year revenue outlook amid strong demand for AI-optimized servers.
Q2 Revenue, Profit, and Guidance
The company reported net sales of $12.7 billion for the quarter ended Dec. 31, 2025, up from $5.0 billion in the prior quarter and $5.7 billion a year earlier. Gross margin narrowed to 6.3% from 9.3% in the previous quarter and 11.8% a year earlier. Net income was $401 million, and earnings per share came to $0.69, topping consensus revenue and EPS estimates.
Super Micro Computer raised its full-year revenue forecast amid strong demand for AI-optimized servers and data center expansion. This updated guidance exceeds the prior FY2026 target of at least $33.0 billion, set during the company’s first-quarter commentary.
The company filed the earnings release with the Securities and Exchange Commission in a Form 8-K on Feb. 3, 2026, listing the document as Exhibit 99.1.
