Super Micro Computer, Inc.
SMCIP- Exchange
- Nasdaq
- Industry
- Electronic Computers
- SEC CIK
- 0001375365
In the last 90 days, Super Micro Computer, Inc. insiders filed 0 open-market purchases and 2 sales; 65 institutions reported holding it in 13F filings for Q2 2026, worth $4.05B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesSMCI
- Currency
- USD
- Source
- SEC XBRL data (10-K, 10-Q, 20-F, 40-F)
- Updated
- Nov 8, 2026, 10:47 PM ET
Revenue flow, Q1 FY2027
Where the revenue went in Q1 FY2027, from the income statement below. Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue; hover over a band or a bar for the exact amount.
Income statement
Each column is one quarter, newest first.
| Line item | Q1 FY2027 | Q4 FY2026† | Q3 FY2026 | Q2 FY2026 | Q1 FY2026 | Q4 FY2025† | Q3 FY2025 | Q2 FY2025 |
|---|---|---|---|---|---|---|---|---|
| Period end | Sep 30, 2026 | Jun 30, 2026 | Mar 31, 2026 | Dec 31, 2025 | Sep 30, 2025 | Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 |
| Filing | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q |
| Reported | Oct 20, 2026 | Jul 21, 2026 | May 5, 2026 | Feb 3, 2026 | Oct 23, 2025 | Aug 5, 2025 | Apr 29, 2025 | Feb 11, 2025 |
| Revenue | $19.9B | $11.1B† | $10.2B | $12.7B | $5.02B | $5.76B† | $4.60B | $5.68B |
| Cost of revenue | $17.4B | $9.18B† | $9.22B | $11.9B | $4.55B | $5.21B† | $4.16B | $5.01B |
| Gross profit | $2.54B | $1.94B† | $1.02B | $798.6M | $467.4M | $544.1M† | $440.2M | $670.0M |
| Operating expenses | $476.6M | $454.6M† | $392.8M | $324.3M | $285.1M | $315.7M† | $293.4M | $301.4M |
| Research and development | $227.3M | $201.5M† | $215.7M | $180.8M | $173.3M | $183.2M† | $162.9M | $158.2M |
| Selling, general and administrative | $116.7M | $111.0M† | $87.6M | $70.4M | $63.9M | $67.8M† | $70.6M | $63.6M |
| Operating income | $2.06B | $1.49B† | $625.9M | $474.3M | $182.3M | $228.4M† | $146.8M | $368.6M |
| Income tax | $435.5M | $290.1M† | $126.9M | $99.2M | $40.2M | $19.3M† | $5.84M | $57.0M |
| Net income | $1.59B | $1.18B† | $483.4M | $400.6M | $168.3M | $195.2M† | $108.8M | $320.6M |
| EPS, basic | $1.92 | – | $0.81 | $0.67 | $0.28 | – | $0.18 | $0.54 |
| EPS, diluted | $1.75 | – | $0.72 | $0.60 | $0.26 | – | $0.17 | $0.51 |
| Weighted shares, basic | 658.1M | – | 600.2M | 598.0M | 595.6M | – | 595.0M | 592.5M |
| Weighted shares, diluted | 749.4M | – | 692.2M | 694.0M | 663.2M | – | 621.8M | 636.0M |
| Margins and growth | ||||||||
| Gross margin | 12.7% | 17.5% | 9.9% | 6.3% | 9.3% | 9.5% | 9.6% | 11.8% |
| Operating margin | 10.4% | 13.4% | 6.1% | 3.7% | 3.6% | 4.0% | 3.2% | 6.5% |
| Net margin | 8.0% | 10.6% | 4.7% | 3.2% | 3.4% | 3.4% | 2.4% | 5.6% |
| Revenue growth, year over year | +297.5% | +93.2% | +122.7% | +123.4% | −15.5% | +7.5% | +19.5% | +54.9% |
| Net income growth, year over year | +847.3% | +503.7% | +344.4% | +24.9% | −60.3% | −34.3% | −73.0% | +8.3% |
Balance sheet
Each column is one quarter, newest first.
| Line item | Q1 FY2027 | Q4 FY2026† | Q3 FY2026 | Q2 FY2026 | Q1 FY2026 | Q4 FY2025† | Q3 FY2025 | Q2 FY2025 |
|---|---|---|---|---|---|---|---|---|
| Period end | Sep 30, 2026 | Jun 30, 2026 | Mar 31, 2026 | Dec 31, 2025 | Sep 30, 2025 | Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 |
| Filing | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q |
| Reported | Oct 20, 2026 | Jul 21, 2026 | May 5, 2026 | Feb 3, 2026 | Oct 23, 2025 | Aug 5, 2025 | Apr 29, 2025 | Feb 11, 2025 |
| Cash and equivalents | $6.90B | $7.52B | $1.29B | $4.09B | $4.20B | $5.17B | $2.54B | $1.43B |
| Short-term investments | $15.1M | $23.1M | – | – | – | – | – | – |
| Accounts receivable | $9.69B | $6.13B | $8.41B | $11.0B | $2.53B | $2.20B | $2.64B | $3.06B |
| Inventory | $15.1B | $12.9B | $11.1B | $10.6B | $5.73B | $4.68B | $3.87B | $3.60B |
| Total current assets | $33.4B | $27.7B | $21.6B | $26.1B | $12.7B | $12.3B | $9.51B | $8.67B |
| Property, plant and equipment | $660.7M | $625.6M | $607.7M | $538.6M | $520.7M | $504.5M | $492.6M | $477.5M |
| Total assets | $35.7B | $29.9B | $23.5B | $28.0B | $14.4B | $14.0B | $10.7B | $9.73B |
| Accounts payable | $2.73B | $2.25B | $3.69B | $13.8B | $1.28B | $1.28B | $643.0M | $549.3M |
| Total current liabilities | $11.1B | $7.16B | $8.12B | $15.4B | $2.35B | $2.34B | $1.43B | $1.36B |
| Total liabilities | $19.7B | $15.5B | $15.9B | $21.0B | $7.86B | $7.72B | $4.36B | $3.49B |
| Shareholders' equity | $16.1B | $14.5B | $7.58B | $6.99B | $6.52B | $6.30B | $6.38B | $6.24B |
Cash flow statement
Each column is one quarter, newest first. Free cash flow is operating cash flow minus capital expenditures.
| Line item | Q1 FY2027 | Q4 FY2026† | Q3 FY2026† | Q2 FY2026† | Q1 FY2026 | Q4 FY2025† | Q3 FY2025† | Q2 FY2025† |
|---|---|---|---|---|---|---|---|---|
| Period end | Sep 30, 2026 | Jun 30, 2026 | Mar 31, 2026 | Dec 31, 2025 | Sep 30, 2025 | Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 |
| Filing | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q |
| Reported | Oct 20, 2026 | Jul 21, 2026 | May 5, 2026 | Feb 3, 2026 | Oct 23, 2025 | Aug 5, 2025 | Apr 29, 2025 | Feb 11, 2025 |
| Operating cash flow | -$434.0M | $747.0M† | -$6.62B† | -$23.9M† | -$917.5M | $863.6M† | $626.8M† | -$239.8M† |
| Capital expenditures | $41.6M | $28.2M† | $80.3M† | $21.2M† | $32.3M | $22.7M† | $32.7M† | $27.5M† |
| Free cash flow | -$475.6M | $718.7M | -$6.70B | -$45.1M | -$949.8M | $840.9M | $594.1M | -$267.3M |
| Depreciation and amortization | $15.0M | $14.6M† | $13.5M | $12.8M | $12.1M | $11.6M† | $10.9M | $9.50M |
| Stock-based compensation | $100.2M | $106.6M† | $125.9M† | $90.5M† | $89.1M | $83.6M† | $84.7M† | $82.1M† |
| Investing cash flow | -$46.6M | -$24.5M† | -$97.3M† | -$46.2M† | -$32.3M | -$78.7M† | -$32.7M† | -$27.5M† |
| Financing cash flow | -$135.3M | $5.57B† | $3.86B† | $66.2M† | -$18.7M | $1.85B† | $512.1M† | -$387.3M† |
| Net change in cash | -$615.9M | $6.29B† | -$2.85B† | -$5.53M† | -$973.0M | $2.64B† | $1.11B† | -$658.2M† |
| Ratio | ||||||||
| Stock-based compensation, % of revenue | 0.5% | 1.0% | 1.2% | 0.7% | 1.8% | 1.5% | 1.8% | 1.4% |
Shares outstanding
Common shares outstanding as stated on the cover of each 10-K and 10-Q. The date is the cover date, not the period end; a rising count means dilution.
| Cover date | Shares outstanding | Change in a year | Filing |
|---|---|---|---|
| Oct 31, 2026 | 659.2M | +10.4% | SEC |
| Jul 31, 2026 | 657.0M | +10.5% | SEC |
| Apr 30, 2026 | 601.4M | +0.8% | SEC |
| Jan 31, 2026 | 599.0M | +0.9% | SEC |
| Oct 31, 2025 | 597.0M | – | SEC |
| Jul 31, 2025 | 594.3M | – | SEC |
| Apr 30, 2025 | 596.8M | +919.2% | SEC |
| Jan 31, 2025 | 593.5M | +961.1% | SEC |
Notes and known gaps
How these numbers are put together, and what they can't tell you.
- Numbers come from the XBRL data in each period's original 10-K, 10-Q, 20-F or 40-F, or its amendment. They are shown as filed: later filings don't restate earlier periods here.
- Reported is the filing date of the first 8-K with Item 2.02 (results of operations) after the period ended, no later than the 10-Q or 10-K and within 120 days. Companies that release results only in the 10-Q, and foreign companies, which use Form 6-K, have none.
- Values marked † are derived: Q4 is the full year minus the first three quarters, single-quarter cash flows are year-to-date figures minus the previous year-to-date figures, and the Q4 balance sheet is the year-end balance sheet.
Known gaps
- Foreign companies that file Form 20-F or 40-F have annual statements only: their quarterly results are furnished on Form 6-K, which has no XBRL data.
- EPS and share counts are as reported at the time, not adjusted for later stock splits. Stock splits since Sep 30, 2024, from 13F share counts: 10-for-1 in Q4 2024.
- For ADRs, EPS is per ordinary share, not per ADS (one TSMC ADS is five ordinary shares).
- For banks, revenue may be interest income only, depending on how the bank tags its filings; cost of revenue and gross profit are usually blank.
- Companies with several share classes, such as Berkshire Hathaway, may have no EPS and no cover share count.
- Depreciation and amortization is missing for some companies that report it under their own XBRL tags.