Super Micro Computer (SMCI) Tops Q2 EPS by 20c, Offers Guidance

Super Micro Computer (NASDAQ: SMCI) reported Q2 EPS of $0.69, $0.20 better than the analyst estimate of $0.49. Revenue for the quarter came in at $12.7 billion versus the consensus estimate of $10.42 billion.

GUIDANCE:

Super Micro Computer sees FY2026 revenue of $40 billion.

Super Micro Computer sees Q3 EPS of at least $0.60 vs $0.52 consensus and revenue of $12.3 billion, versus the consensus of $10.25 billion.

• The Company expects net sales of at least $12.3 billion for the third quarter of fiscal year 2026 ending March 31, 2026, GAAP net income per diluted share of at least $0.52 and non-GAAP net income per diluted share of at least $0.60. The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 19.6% and 20.2%, respectively, and a fully diluted share count of 684 million shares for GAAP and fully diluted share count of 699 million shares for non-GAAP. The outlook for the third quarter of fiscal year 2026 GAAP net income per diluted share includes approximately $62 million in expected stock-based compensation, net of related tax effects of $19 million that are excluded from non-GAAP net income per diluted share.
• For fiscal year 2026, the Company expects net sales of at least $40.0 billion.

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

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