Supermicro Q2 FY26: where the revenue came from and where it went
The whole income statement of Supermicro for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Oct 1 – Dec 31, 2025
- Reported
- Feb 6, 2026
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
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 12.68 | 100% | +123% |
| US | 10.93 | 86% | |
| Non US | 1.75 | 14% | |
| Cost of revenue | −11.88 | 94% | |
| Gross profit | 0.80 | 6% margin | −6pp |
| R&D | −0.18 | 1% | −1pp |
| Sales & marketing | −0.07 | 1% | −1pp |
| G&A | −0.07 | 1% | −1pp |
| Operating profit | 0.47 | 4% margin | −3pp |
| Tax | −0.07 | ||
| Net profit | 0.40 | 3% margin | −2pp |
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