8-K current report · filed Aug 11, 2026

Supermicro (SMCI) 8-K Current Report: August 11, 2026

Item 2.02Item EX-99.1SMCI overview

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Supermicro (SMCI) filed an 8-K current report with the SEC on August 11, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Unaudited results cover quarter and full fiscal year ended June 30, 2026.

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AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Unaudited results cover quarter and full fiscal year ended June 30, 2026
  • Press release issued August 11, 2026, with detailed financial results in Exhibit 99.1
  • Results disclosure enables investor assessment of annual performance and fourth-quarter trends

Item EX-99.1 · Exhibit EX-99.1

  • Q4 FY26 sales $11.1B and GAAP EPS $1.62, up from $5.8B and $0.31 year over year
  • Gross margin recovered to 17.5% from 9.5%, signaling substantially improved profitability and customer mix
  • FY26 sales reached $39.1B, while GAAP net income rose to $2.2B from $1.0B
  • FY27 sales outlook of $65.0B-$72.0B implies continued AI infrastructure demand, but results remain preliminary and unaudited
  • Liquidity increased to $7.5B cash, alongside $8.7B bank debt and convertible notes and negative FY26 operating cash flow of $6.8B

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