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Dell vs Supermicro: Revenue, Profit and Growth from SEC Filings

In its latest reported quarter (Q2 fiscal 2027, ended Jul 31, 2026), Dell reported revenue of $46.97B and net income of $4.13B, with revenue up 58% from the same quarter a year earlier. Supermicro reported revenue of $11.12B and net income of $1.18B for its quarter (Q4 fiscal 2026, ended Jun 30, 2026), with revenue up 93% from the same quarter a year earlier.

Over their last four reported quarters, Dell's revenue totaled $151.20B and Supermicro's totaled $39.06B.

The two companies' fiscal quarters end on different dates, so the periods do not line up exactly.

Reported figuresDellDELLSupermicroSMCI
Latest reported quarterQ2 fiscal 2027ended Jul 31, 2026Q4 fiscal 2026ended Jun 30, 2026
Revenue$46.97B$11.12Bfrom annual report
Revenue change vs. a year earlier+58%vs. quarter ended Aug 1, 2025+93%vs. quarter ended Jun 30, 2025
Net income$4.13B$1.18B
Diluted EPS$6.34—not derived for this quarter
Revenue, last 4 reported quarters$151.20Bquarters ended Oct 31, 2025 to Jul 31, 2026$39.06Bquarters ended Sep 30, 2025 to Jun 30, 2026
Latest fiscal year: revenue$113.54BFY to Jan 2026$39.06BFY to Jun 2026
Latest fiscal year: net income$5.94BFY to Jan 2026$2.23BFY to Jun 2026
Latest quarter source10-Q filed Sep 8, 2026data as of Oct 3, 202610-K filed Aug 31, 2026data as of Oct 3, 2026

Quarterly revenue, last 8 reported quarters

All charts use the same scale. Hover over a bar for the quarter and amount; exact figures are in the table above.

Dell latest $46.97B
$0$25B$50BQ3 fiscal 2025 (ended Nov 1, 2024): revenue $24.37BQ4 fiscal 2025 (ended Jan 31, 2025): revenue $23.93BJan ’25Q1 fiscal 2026 (ended May 2, 2025): revenue $23.38BQ2 fiscal 2026 (ended Aug 1, 2025): revenue $29.78BAug ’25Q3 fiscal 2026 (ended Oct 31, 2025): revenue $27.00BQ4 fiscal 2026 (ended Jan 30, 2026): revenue $33.38B (from annual report)Jan ’26Q1 fiscal 2027 (ended May 1, 2026): revenue $43.84BQ2 fiscal 2027 (ended Jul 31, 2026): revenue $46.97BJul ’26
Supermicro latest $11.12B
$0$25B$50BQ1 fiscal 2025 (ended Sep 30, 2024): revenue $5.94BQ2 fiscal 2025 (ended Dec 31, 2024): revenue $5.68BDec ’24Q3 fiscal 2025 (ended Mar 31, 2025): revenue $4.60BQ4 fiscal 2025 (ended Jun 30, 2025): revenue $5.76B (from annual report)Jun ’25Q1 fiscal 2026 (ended Sep 30, 2025): revenue $5.02BQ2 fiscal 2026 (ended Dec 31, 2025): revenue $12.68BDec ’25Q3 fiscal 2026 (ended Mar 31, 2026): revenue $10.24BQ4 fiscal 2026 (ended Jun 30, 2026): revenue $11.12B (from annual report)Jun ’26

Source: SEC EDGAR XBRL company facts (10-Q and 10-K filings) as reported under US GAAP; fiscal-year figures from each company's annual report. Fiscal quarters end on different dates for different companies, so the periods don't line up exactly. "From annual report" quarters are the annual total minus the three reported quarters; EPS is not derived for those. Reported figures only: no share prices, valuation or ratings. Not investment advice.

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Data as of 2026-10-03, from SEC EDGAR XBRL company facts. Reported figures only: SignalStack does not rate companies or recommend buying or selling any security. Not investment advice.