aiSwingX™

SMCI

aiSwingX™ analyzes US filings and reports them as news investors can read.
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Numbers to watch every quarter

MetricFY24FY25FY26
Accounts receivable
10-K FY2026 balance sheet (comparative)
2,203.9$M6,125.4$M
Annual net income
10-K FY2026 statement of operations (comparative)
1,048.9$M2,230.5$M
Annual revenue
10-K FY2026 statement of operations (comparative)
21,972$M39,063.1$M
Gross margin
10-K FY2026 MD&A
13.8%11.1%10.8%
Inventory
10-K FY2026 balance sheet (comparative)
4,680.4$M12,895.9$M
Largest customer share
10-K FY2026 customer-concentration note
28.1%
Operating cash flow
10-K FY2026 cash-flow statement (comparative)
1,659.5$M-6,809.9$M
Total liabilities
10-K FY2026 balance sheet
15,465.9$M
FY26 · 10-K ·

Super Micro earned $2.23bn but its operations consumed $6.81bn of cash — inventory 2.8× to $12.9bn, one customer is 28% of revenue

FY2026 net income $2,231m vs operating cash flow −$6,810m. Inventory $12,896m (prior year $4,680m, +176%), receivables $6,125m (+178%). One customer was 28.1% of annual revenue.
aiSwingX™ analyzes US filings and reports them as news investors can read.
–
5 0