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Super Micro Computer (DE:MS51)
XETRA:MS51
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.52Last Year’s EPS
0.26Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveys a mix of very strong top-line momentum and strategic progress (record revenue, rapid AI/GPU demand, DCBBS product expansion, EPS and operating leverage outperformance, improved cash conversion and expanded financing) alongside material near-term challenges (sharp gross margin compression, single-customer concentration, large inventory build, supply-chain constraints and regional concentration). Management is guiding conservatively on full-year revenue while projecting sequential margin improvement and significant long-term upside from DCBBS and DFM initiatives. Overall, the strengths in demand and product evolution are tempered by execution, margin and concentration risks that keep near-term financials pressured.Company Guidance
Record Quarterly Revenue and Rapid Growth
Q2 revenue of ~TWD 12.68 billion (~$12.7B) was a record, up 123% year-over-year and up 153% quarter-over-quarter versus the company guidance range of $10B-$11B; Q2 included approximately $1.5B of delayed Q1 shipments.
AI-led Demand and Product Mix
AI GPU platforms represented over 90% of Q2 revenue as Rack Scale AI solutions rapidly ramped and drove the quarter's growth.
Data Center Building Block Solution (DCBBS) Momentum
DCBBS expanded to more than 10 subsystems within ~1 year, contributed ~4% of profit in the first half of fiscal '26, and management expects DCBBS profit contribution to reach double-digit percentage by end of calendar 2026; management indicated DCBBS gross/net margin potential of >20% for the product line.
EPS and Operating Leverage Outperform Guidance
Q2 GAAP EPS was $0.60 (versus guidance $0.37-$0.45) and non-GAAP diluted EPS was $0.69 (versus guidance $0.46-$0.54); non-GAAP operating expenses were only 1.9% of revenue (improved operating leverage versus 4.1% prior quarter).
Improved Working Capital Efficiency and Financing Access
Cash conversion cycle improved materially from 123 days to 54 days; the company executed a $2B U.S. secured revolving credit facility and an ~ $1.8B Taiwan revolving debt facility and established accounts receivable factoring, providing access to >$5B of additional capital.
Global Manufacturing and DFM Investments
Company is expanding manufacturing footprint (Silicon Valley, Taiwan, Malaysia, Netherlands, Middle East), increasing automation and modularization and pursuing design-for-manufacturing improvements to raise yields, speed volume production and support long-term margin improvement.
Confident Near-Term Guidance
Management guided Q3 FY'26 revenue of at least $12.3B and raised full-year FY'26 revenue guidance to at least $40B, expecting gross margin improvement of ~30 basis points QoQ in Q3.
DE:MS51 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:MS51 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | €24.85 | €28.18 | +13.40% |
Nov 04, 2025 | €42.23 | €37.64 | -10.87% |
Aug 05, 2025 | €49.35 | €38.77 | -21.44% |
May 06, 2025 | €28.85 | €27.30 | -5.37% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Super Micro Computer (DE:MS51) report earnings?
Super Micro Computer (DE:MS51) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Super Micro Computer (DE:MS51) earnings time?
Super Micro Computer (DE:MS51) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Super Micro Computer stock?
The P/E ratio of Super Micro Computer is N/A.
What is DE:MS51 EPS forecast?
DE:MS51 EPS forecast for the fiscal quarter 2026 (Q3) is 0.52.
