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超微电脑Super Micro Computer, Inc(SMCI)2026财年第二季度业绩报告「NASDAQ」(英文版)(12页).pdf

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1、 Exhibit 99.1 Supermicro Announces Second Quarter Fiscal Year 2026 Financial Results SAN JOSE,Calif.-February 3,2026-(BUSINESS WIRE)-Super Micro Computer,Inc.(NASDAQ:SMCI)(“Supermicro”or the“Company”),a Total IT Solution Provider for AI,Cloud,Storage,and 5G/Edge,today announced unaudited financial r

2、esults for its second quarter of fiscal year 2026 ended December 31,2025.Second Quarter Fiscal Year 2026 Highlights Net sales of$12.7 billion versus$5.0 billion in Q126 and$5.7 billion in Q225 Gross margin of 6.3%versus 9.3%in Q126 and 11.8%in Q225 Net income of$401 million versus$168 million in Q12

3、6 and$321 million in Q225 Diluted net income per common share of$0.60 versus$0.26 in Q126 and$0.51 in Q225 Non-GAAP gross margin of 6.4%versus 11.9%in Q225 Non-GAAP diluted net income per common share of$0.69 versus$0.59 in Q225 Cash flow used in operations for Q226 of$24 million and capital expendi

4、tures and investments of$46 million “With our leading AI server and storage technology foundation,strong customer engagements,and expanding global manufacturing footprint,we are scaling rapidly to support large AI and enterprise deployments while continuing to strengthen our operational and financia

5、l execution,”said Charles Liang,Founder,President and CEO of Supermicro.“Our DCBBS,Data Center Building Block Solutions,enable customers to scale faster,greener,and at lower cost,Supermicro is well positioned to capture the next wave of AI and IT infrastructure demand.”As of December 31,2025,total c

6、ash and cash equivalents was$4.1 billion and total bank debt and convertible notes were$4.9 billion.Business Outlook The Company expects net sales of at least$12.3 billion for the third quarter of fiscal year 2026 ending March 31,2026,GAAP net income per diluted share of at least$0.52 and non-GAAP n

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1. **财务表现**:Supermicro Q2'26净销售额127亿美元(同比Q2'25+123%),净利润4.01亿美元(同比+25%),稀释每股收益0.60美元(同比+18%)。 2. **毛利率下滑**:GAAP毛利率6.3%(Q2'25为11.8%),主因成本上升及规模扩张。 3. **现金流与债务**:运营现金流净流出2400万美元,现金及 equivalents 41亿美元,银行债务及可转债49亿美元。 4. **展望**:Q3'26净销售额预期至少123亿美元,全年目标400亿美元。 5. **战略重点**:依托AI服务器与DCBBS方案,加速支持大型AI及企业部署,扩大全球制造产能。
**AI服务器增长?** Supermicro的AI服务器技术如何推动其2026财年第二季度销售额达到127亿美元? **利润率为何下降?** 尽管销售额激增,Supermicro的毛利率从11.8%降至6.3%,原因是什么? **未来前景如何?** Supermicro预计2026财年销售额至少400亿美元,这一目标能否实现?
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