FINHUB Insights

SMCI · Q2 FY26 · Oct 1 – Dec 31, 2025

Supermicro Q2 FY26: where the revenue came from and where it went

Supermicro Q2 FY26: revenue $12.7B (+123% year over year). Net profit $0.40B. Largest cohort US $10.9B. The whole income statement as a sankey diagram from the SEC filing.

Period
Oct 1 – Dec 31, 2025
Reported
Feb 6, 2026 10-Q
Sankey diagram of Supermicro's income statement for Q2 FY26: revenue of $12.68 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$12.68B +123% year over year
Gross profit$0.80B 6% margin
Operating profit$0.47B 4% margin
Net profit$0.40B 3% margin

The numbers

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Dec 31, 2025).
ItemValueShare of revenueYear over year
Revenue 12.68 100% +123%
US 10.93 86% +184%
Non US 1.75 14% −4%
Cost of revenue−11.8894%
Gross profit0.806% margin−6pp
R&D−0.181%−1pp
Sales & marketing−0.071%−1pp
G&A−0.071%−1pp
Operating profit0.474% margin−3pp
Tax−0.07
Net profit0.403%−2pp
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.