2026-03-31
Quarter end
- Revenue
- $10.24B+$5.64B
- Net Income
- $483.39M+$374.61M
- Op. Margin
- 6.1%
Earnings Calendar🇺🇸 United States
SMCI — Earnings
Most recent reported period: FY2026 (Q1) (filed for period ending 2026-03-31) · sourced from SEC EDGAR
Next earnings (estimated): Tue, June 30, 2026 — 57 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2026-03-31 | $10.24B | +$5.64B | $483.39M | +$374.61M | 6.1% |
| 2025-12-31 | $12.68B | +$7B | $400.56M | +$79.97M | 3.7% |
| 2025-09-30 | $5.02B | -$919.47M | $168.29M | -$256.04M | 3.6% |
| 2025-06-30 | $5.76B | +$402.32M | $195.15M |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2026 (Q1)
Revenue
$10.24B
+$5.64B +122.7% YoY
Net Income
$483.39M
+$374.61M +344.4% YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEarnings Surprise
YoY % change · proxy for analyst surprise
+123%(2026-03 vs 2025-12)
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Margin trends · 8 quarters
margin trajectory tells the operating-leverage storyGross Margin+0.4pts
Operating Margin+2.9pts
Net Margin+2.4pts
Go deeper
SMCI Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeySMCI Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics