Super Micro Q2 EPS Beats by 40.8%, Revenue Tops $12.7B with 153% Growth
Super Micro reported fiscal Q2 FY2026 EPS of $0.69, a 40.8% beat over the $0.49 consensus, and revenue of $12.7 billion, topping forecasts by 21.9%. Revenue grew 153% quarter-over-quarter driven by GB300 system production ramp, and the company plans to expand its DCBBS One-Stop Shop AI deployment solution.
1. Q2 FY2026 Earnings Beat
Super Micro posted fiscal Q2 FY2026 earnings per share of $0.69, surpassing the $0.49 consensus by 40.8%. Revenue reached $12.7 billion, exceeding the $10.42 billion forecast by 21.9%, marking a significant outperformance.
2. GB300 Production Ramp and Revenue Surge
The company achieved 153% quarter-over-quarter revenue growth in Q2 through the ramped production of its GB300 AI server system, one of the most complex systems it has ever deployed and a key driver of the top-line surge.
3. Operating Expenses and Expansion Outlook
Operating expenses remained approximately 2% of revenue in Q2, positioning gross margin gains to flow directly to earnings. Management intends to maintain current production capacity in Q3 and broaden adoption of its DCBBS One-Stop Shop data center solution.