AI Demand Fuels Record Backlog as Super Micro Reports Strong Q4 and FY2026 Results
Super Micro Computer reported Q4 FY2026 net sales of $11.12B with a gross margin of 17.5% and GAAP net income of $1.18B ($1.62 per diluted share); for the full year FY2026 net sales reached $39.06B with a gross margin of 10.8% and GAAP net income of $2.23B ($3.26 per diluted share), with non-GAAP net income of $2.59B ($3.63 per diluted share). The company ended the year with about $7.5B in cash and $8.7B in debt and issued guidance for FY2027: Q1 net sales of $14.5-15.5B, GAAP EPS of $0.89-0.98 (non-GAAP $1.01-1.10), and full-year net sales of $65-72B, citing AI/IT demand and a record backlog.










