SMCI · Q3 FY26 · Jan 1 – Mar 31, 2026
Supermicro Q3 FY26: where the revenue came from and where it went
Supermicro Q3 FY26: revenue $10.2B (+123% year over year). Net profit $0.48B. Largest cohort US $7.0B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Jan 1 – Mar 31, 2026
- Reported
- May 11, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$10.24B
+123% year over year
Gross profit$1.02B
10% margin
Operating profit$0.63B
6% margin
Net profit$0.48B
5% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 10.24 | 100% | +123% |
| US | 7.03 | 69% | +154% |
| Non US | 3.21 | 31% | +75% |
| Cost of revenue | −9.22 | 90% | |
| Gross profit | 1.02 | 10% margin | +0pp |
| R&D | −0.22 | 2% | −1pp |
| Sales & marketing | −0.09 | 1% | +0pp |
| G&A | −0.09 | 1% | −1pp |
| Operating profit | 0.63 | 6% margin | +3pp |
| Tax | −0.14 | ||
| Net profit | 0.48 | 5% | +2pp |
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