Supermicro posts $19.9B quarterly revenue, raises full-year guidance

On Tuesday, Super Micro Computer released results for its fiscal Q1 2027, covering the period through 30 September 2026. Revenue came in at $19.9 billion, up roughly three-fold year over year from $5.0 billion, and well above the prior quarter's $11.1 billion. Analysts had expected about $16.4 billion on average. Adjusted EPS was $1.81, beating the roughly $1.23 consensus, while GAAP diluted net income per share was $1.75. Net income reached $1.594 billion, sharply higher than both the $1.178 billion reported in the previous quarter and the $168 million booked a year earlier. Alongside the results, the company raised its revenue guidance for the second quarter to a range of $19.5–21.5 billion, up from Wall Street estimates of about $17.1 billion, and lifted full-year fiscal 2027 revenue expectations from $65–72 billion to $72–82 billion, above the average analyst forecast of roughly $69.2 billion. In after-hours trading, Super Micro shares jumped 8% on the news. Broader financial details, including gross margin, had not been disclosed yet.