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Just reported
From Super Micro Computer's results release of 2026年11月3日; its quarterly report has since been filed.
Actual
US$19.95B
+298% y/y
+79% q/q
Guided
—
No guide given
Actual
US$1.75
+4.8% q/q
Guided
—
No guide given
Actual
US$2.06B
+39% q/q
Guided
—
No guide given
Full year 2027
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The themes Super Micro Computer is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Graded A or B and worth $2B or more: A first, then the largest.
All 35 graded companies in its industryRose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A各项收入占比是对FY2025 ended June 30, 2025的估算，并非来自已提交报告的数字。
AI servers and rack systems
Servers, often fitted with graphics processing units (GPUs), and complete racks built for AI training and use.
General-purpose server systems
Rack-mounted, blade, and multi-node computers for business data centers, cloud providers, and edge computing.
SuperStorage systems
High-capacity storage equipment for business data centers and AI workloads.
Server subsystems and accessories
Server boards, cases, power supplies, and other components sold separately or used in complete systems.
Data Center Building Block Solutions
Integrated data center equipment that can include servers, networking, racks, cooling and power equipment, software, and installation services.
Management software and global services
Software for monitoring and managing data center equipment, plus help-desk, on-site support, installation, and maintenance.
Supermicro designs and assembles computer servers and storage systems, including complete racks for AI data centers. It also sells equipment for cooling and powering those racks, management software, and installation and support services. Customers can buy directly or through resellers and other sales partners.
基于 Super Micro Computer, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
Supermicro sells servers and storage systems, especially for artificial intelligence (AI) computing, to data centers, cloud providers, and large businesses.
公司指引：2027 财年营收 US$72B 至 US$82B — 同比增长 97.1%，低于刚公布的 297.5%
Grade C
价格下方的色带显示每个日期的评级，仅依据当时已公开的文件计算。
显示 Super Micro Computer, Inc. 评级历史 32 个季度中的 2 个。 其余 30 个可回溯到 2016年11月。
