Super Micro Computer reported fourth-quarter revenue of $11.12 billion, nearly doubling year-over-year, with its shares surging 7.56% in after-hours trading.

Super Micro Computer (SMCI) released its fiscal 2026 fourth-quarter financial results, reporting revenue of $11.12 billion, nearly doubling from $5.76 billion in the year-ago period, though slightly missing analysts' expectations of $11.3 billion to $11.6 billion, mainly due to delays from customers related to power, cooling and networking. Gross margin improved sharply to 17.5%, exceeding not only the company’s preliminary forecast of 15% to 17% last month, but also the initial expectation of 8.2% to 8.4%. Adjusted earnings per share (EPS) came in at $1.70, far surpassing analysts’ estimate of $0.92; net profit reached $1.17 billion, compared to just $195.2 million in the same period last year. The company also issued strong guidance: it projects revenue of $14.5 billion to $15.5 billion for its first fiscal quarter (ending in September), with adjusted EPS of $1.01 to $1.10, well above analysts’ consensus estimate of around $12 billion; fiscal 2027 revenue guidance is set at $65 billion to $72 billion, far exceeding analysts’ expectations of $52.5 billion to $54.4 billion. New orders exceeded $60 billion, while backlog hit an all-time record; nine clients each contributed over $1 billion in revenue in fiscal 2026, compared to four in the year-ago period. According to market data from BIT (bit.com), SMCI closed up 0.45% and rose an additional 7.56% in after-hours trading.