FINHUB Insights

SMCI · Q1 FY26 · Jul 1 – Sep 30, 2025

Supermicro Q1 FY26: where the revenue came from and where it went

Supermicro Q1 FY26: revenue $5B (−15% year over year). Net profit $0.2B. Largest cohort US $1.8B. The whole income statement as a sankey diagram from the SEC filing.

Period
Jul 1 – Sep 30, 2025
Reported
Nov 7, 2025 10-Q
Sankey diagram of Supermicro's income statement for Q1 FY26: revenue of $5 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$5B −15% year over year
Gross profit$0.5B 9% margin
Operating profit$0.2B 4% margin
Net profit$0.2B 3% margin

The numbers

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Sep 30, 2025).
ItemValueShare of revenueYear over year
Revenue 5 100% −15%
US 1.8 36% −57%
Other Countries 1.5 30% +1%
MY 1.1 22% +401%
ID 0.6 12% +32122%
Cost of revenue−4.692%
Gross profit0.59% margin−4pp
Research & development−0.23%+1pp
Sales & marketing−01%+0pp
G&A−0.11%+0pp
Operating profit0.24% margin−5pp
Net profit0.23%−4pp
Filing on EDGAR More quarters of SMCI

Source of the numbers: structured XBRL data from the filing (10-Q). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.

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