SMCI Q4 FY 2025 Earnings
Super Micro Computer, Inc. Q4 FY 2025 Earnings Review
Results Declared: August 5, 2025
| Metric | Q4 FY 2024 | Q4 FY 2025 | YoY Change |
|---|---|---|---|
| Revenue | $5.4 B | $5.76 B | +7–8 % |
| Gross Margin | ~10.2 % | ~9.5 % | −0.7 pp |
| GAAP Net Income | $297 M | $195 M | −34 % |
| GAAP Diluted EPS | $0.46 | $0.31 | −33 % |
| Adjusted Diluted EPS | $0.54 | $0.41 | −24 % |
| Adjusted EBITDA | ~$387 M | ~$339 M | −12 % |
Highlights
- Revenue grew ~8% YoY to $5.76 B, but missed analyst expectations.
- Net income and EPS declined sharply year‑on‑year; margins continue to contract.
- Non‑GAAP EPS of $0.41 fell short of estimates.
- Q1 FY 2026 revenue guidance of $6.0–7.0 B; FY 2026 guidance set at ≥ $33 B.
- Stock declined approximately 15–17% post‑earnings amid cautious outlook and margin pressures.
Disclaimer: This post is for informational purposes only and does not constitute investment advice.
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