Super Micro Computer (SMCI) Q3 2026 (USD): Adj. EPS 0.84 (exp. 0.62), Revenue 10.2bln (exp. 12.39bln)
Super Micro Computer's Q3 results show a notable beat on adjusted EPS, which is a positive signal regarding profitability.
Electronic Arts (EA) Q4 2026 (USD): EPS 1.81 (exp. 2.39), Revenue 2.12bln (exp. 1.98bln)
Emerson Electric (EMR) Q2 2026 (USD): EPS 1.54 (exp. 1.53), Revenue 4.56bln (exp. 4.59bln)
Super Micro Computer (SMCI) Q3 2026 (USD): Adj. EPS 0.84 (exp. 0.62), Revenue 10.2bln (exp. 12.39bln)
Arista Networks Inc. (ANET) Q1 2026 (USD): Adj. EPS 0.87 (exp. 0.81), Revenue 2.709bln (exp. 2.62bln), Q2 adj. EPS view 0.88 (exp. 0.86), revenue view 2.8bln (exp. 2.78bln).
Lumentum Holdings (LITE) Q3 2026 (USD): EPS 2.37 (exp. 2.27), Revenue 808mln (exp. 810mln)
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Guidance
- Q4 revenue 11-12.5bln (exp. 11.1bln).
- Q4 adj. EPS 0.65-0.79 (exp. 0.55).
- FY net sales 38.9-40.4bln (exp. 41.4bln)
However, the revenue fell short of expectations, indicating potential challenges in growth momentum. The guidance for Q4 appears mixed, with expected revenue slightly above consensus but the FY net sales forecast weaker, suggesting cautious market sentiment going forward.
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