Form 10-K · Annual report
Supermicro 10-K, filed Aug 31, 2026
- Filed
- CIK
- 0001375365
- Accession no.
- 0001375365-26-000022
Summary
Supermicro's fiscal 2026 results show net sales rose 77.8% to $39.06 billion and net income more than doubled to $2.23 billion, driven by AI and data center deployments and large design wins. Gross margin declined to 10.8% while operating expenses increased 23.8%.
Key points
- Net sales increased 77.8% to $39.06 billion in fiscal 2026 from $21.97 billion in fiscal 2025.
- Net income rose to $2.23 billion, or $3.26 per diluted share, from $1.05 billion, or $1.68 per diluted share, a year earlier.
- Gross margin fell to 10.8% from 11.1%, while operating expenses rose 23.8%.
- Supermicro cited AI and data center demand and large customer design wins, and noted fiscal 2026 supply constraints for memory, storage, GPUs, and CPUs.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 7. Management’s Discussion Overview We are a global leader in Application-Optimized Total IT Solutions. Founded and operating in San Jose, California, we are committed to delivering first-to-market innovation for Enterprise, Cloud, AI, and 5G Telco/Edge IT Infrastructure. As a Total IT Solutions manufacturer, our offerings include server, artificial intelligence (“AI”) systems, storage, IoT devices, switches, software, and support services. Supermicro's expertise in motherboard, power, and chassis design drives our ability to develop and produce next-generation innovations, from cloud to edge, for our global customers. …
An excerpt of the text as filed with the SEC, cut for length.
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