SMCISuper Micro Computer, Inc.
Electronic Computers
- Revenue
- $39.1B
- 78% YoY
- Operating margin
- 7.1%
- 24% YoY
- EBITDA
- $2.8B
- 118% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -1.2×
- −$3.5B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired-305% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $5.2B | $7.1B | $15.0B | $22.0B | $39.1B | 78% |
| Operating income | $335M | $761M | $1.2B | $1.3B | $2.8B | 121% |
| Net income | $285M | $640M | $1.2B | $1.0B | $2.2B | 113% |
| Operating cash flow | −$441M | $664M | −$2.5B | $1.7B | −$6.8B | 510% |
| Capex | $45M | $37M | $124M | $127M | $162M | 27% |
| Stock-based comp | $33M | $54M | $232M | $314M | $412M | 31% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $24M · 8
- Net
- −$24M
Pay vs performance
No pay-versus-performance disclosure yet.