Via barchart.com
The AI server maker nearly doubled its revenue year-over-year while securing over $60 billion in new orders during the quarter alone
Super Micro Computer just delivered fiscal Q4 2026 results that tell two very different stories depending on which number you look at first. The company’s non-GAAP diluted earnings per share landed at $1.70, beating Wall Street’s consensus estimate of roughly $1.33 by a comfortable margin. Net sales of $11.12 billion, meanwhile, came in just a hair below the $11.2 billion analysts were expecting.
The numbers behind the beat #
The quarterly revenue figure becomes far more impressive when you zoom out. Super Micro pulled in $11.12 billion in Q4, up from $5.76 billion in the same quarter a year ago. That’s roughly 93% year-over-year growth.
Gross margins told an even more dramatic story. The company posted 17.5% GAAP and 17.6% non-GAAP margins for the quarter, compared to the prior guidance range of 8.2% to 8.4%.
The full fiscal year 2026 picture reinforces the trend. Annual net sales hit $39.06 billion, up from $21.97 billion in FY2025, representing roughly 78% growth. Non-GAAP diluted EPS for the full year came in at $3.63.
Perhaps the most eye-catching data point: Super Micro secured over $60 billion in new orders during Q4 alone, building what management described as a record backlog heading into the new fiscal year.
AI demand is doing the heavy lifting #
The company added hundreds of new enterprise customers during the quarter. The $60 billion-plus order book suggests this demand isn’t a one-quarter phenomenon, as enterprises are making multi-quarter commitments to AI infrastructure buildouts.
Forward guidance signals continued acceleration #
Management guided Q1 FY2027 revenue to a range of $14.5 billion to $15.5 billion, with non-GAAP EPS expected between $1.01 and $1.10. For the full fiscal year 2027, Super Micro is projecting revenue between $65 billion and $72 billion. At the midpoint of $68.5 billion, that would represent roughly 75% growth over FY2026’s $39.06 billion.
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