Super Micro Computer press release (NASDAQ:SMCI): Q4 Non-GAAP EPS of $0.41 misses by $0.03.
Revenue of $5.8B (+9.2% Y/Y) misses by $110M.
The Company expects net sales of $6.0 billion to $7.0 billion for the first quarter of fiscal year 2026 ending September 30, 2025, GAAP net income per diluted share of $0.30 to $0.42 and non-GAAP net income per diluted share of $0.40 to $0.52. The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 13.0% and 15.5%, respectively, and a fully diluted share count of 631 million shares for GAAP and fully diluted share count of 644 million shares for non-GAAP.
For fiscal year 2026, the Company expects net sales of at least $33.0 billion vs $22.13B consensus