01 · 损益表
季度指标
| 指标 |
Q3 FY2025 |
Q2 FY2025 |
Q/Q |
Q3 FY2024 |
Y/Y |
| 营收 Revenue |
$4,600M |
$5,678M |
-19% |
$3,850M |
+19% |
| 毛利率 Gross Margin (GAAP) |
9.6% |
11.8% |
-2.2 ppt |
15.5% |
-5.9 ppt |
| 毛利率 Gross Margin (Non-GAAP) |
9.7% |
— |
— |
— |
— |
| 研发费用 R&D |
$163M |
$158M |
+3% |
$116M |
+40% |
| 销售及管理 SG&A |
$131M |
$143M |
-9% |
$103M |
+27% |
| 折旧摊销 D&A |
$15M |
$10M |
+60% |
$10M |
+57% |
| 股权激励 SBC |
$85M |
$82M |
+3% |
$56M |
+51% |
| 营业利润 Operating Income (GAAP) |
$147M |
$369M |
-60% |
$378M |
-61% |
| 利息费用 Interest Expense |
$13M |
$7M |
+106% |
$6M |
+116% |
| 净利润 Net Income (GAAP) |
$109M |
$321M |
-66% |
$403M |
-73% |
| 净利润 Net Income (Non-GAAP) |
$194M |
— |
— |
— |
— |
补充指标
| 指标 |
Q3 FY2025 |
Q2 FY2025 |
Q/Q |
Q3 FY2024 |
Y/Y |
| 每股收益 EPS (GAAP) |
$0.17 |
$0.51 |
-67% |
$6.56 |
-97% |
| 每股收益 EPS (Non-GAAP) |
$0.31 |
— |
— |
— |
— |
| 稀释股数 Diluted Shares |
622M |
636M |
-2% |
61M |
+913% |
| 实际税率 Effective Tax Rate |
5.1% |
15.2% |
-10.1 ppt |
-5.2% |
+10.3 ppt |
product
该 filing 未披露此维度。Supermicro 按单一运营部门报告，8K 新闻稿仅提供合并收入总额，无产品/业务线拆分。
geography
该 filing 未披露此维度。8K 新闻稿未包含按地理区域拆分的收入数据，地理分布通常在 10-K/10-Q 中披露。
customer
该 filing 未披露此维度。8K 新闻稿未提供客户集中度定量数据，仅在风险因素中提及客户基础可能趋于集中。