SMCI Supermicro

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • Risk from Sarbanes-Oxley Act Section 404 material weaknesses, impairing timely and accurate financial reporting as of June 30, 2025
• • Geopolitical exposure with significant operations and credit lines in Taiwan, subject to regional economic and policy risks

Management Discussion & Analysis

• • Revenue $21,972M, up 46.6% YoY from $14,989M driven by GPU servers and rack-scale solutions growth
• • Gross margin 11.1% vs 13.8% YoY due to competitive pricing, product mix shift, higher manufacturing costs

Business Overview

• • Core business model: Silicon Valley-based provider of Rack Scale Total IT Solutions, delivering servers, storage, networking optimized for AI, HPC, edge, and cloud workloads
• • New products: Launched Data Center Building Block Solutions for liquid-cooled AI factories, next-gen Direct Liquid Cooling DLC-2 reducing electricity costs by up to 40%

Risk Factors

• • No new or changed risk factors since 10-K for fiscal year ended June 30, 2025
• • Continued supply chain disruptions impacting component availability and delivery timelines

Management Discussion & Analysis

• • Revenue $12,682.5M Q2 FY2026, up 123.4% YoY from $5,678.0M, driven by AI GPU products (+169.7%) and datacenter orders
• • Gross margin 6.3% Q2 FY2026 vs 11.8% Q2 FY2025, a 5.5% decrease due to product mix, higher production costs, tariffs, and inventory write-downs

What are the latest SMCI SEC filings in 2026?

Supermicro (SMCI) has filed a 10-K annual report on August 28, 2025, a 10-Q quarterly report on February 6, 2026, an 8-K current report on April 20, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did SMCI file its most recent 10-K annual report?

Supermicro (SMCI) filed its most recent 10-K annual report on August 28, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view SMCI 10-Q quarterly reports?

Supermicro (SMCI)'s most recent 10-Q quarterly report was filed on February 6, 2026. SignalX displays every SMCI 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has SMCI filed recently?

Supermicro (SMCI)'s most recent 8-K was filed on April 20, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find SMCI insider trading activity (Form 4)?

SignalX aggregates every SMCI Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does SMCI file with the SEC?

Supermicro (SMCI) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new SMCI filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Supermicro (SMCI).

What is SMCI's SEC CIK number?

Supermicro (SMCI)'s SEC CIK (Central Index Key) number is 1375365. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1375365 to look up all SMCI filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find SMCI return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Supermicro (SMCI) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.