SMCITech hardware
| Metric | Dec 2024 | Mar 2025 | Jun 2025* | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026* | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $5.68B | $4.60B | $5.76B | $5.02B | $12.68B | $10.24B | $11.12B | $19.95B | ▲ +297.5% |
| Gross profit | $670.02M | $440.22M | $544.10M | $467.37M | $798.57M | $1.02B | $1.94B | $2.54B | ▲ +443.7% |
| Operating income | $368.62M | $146.78M | $228.39M | $182.26M | $474.30M | $625.87M | $1.49B | $2.06B | ▲ +1032.7% |
| Net income | $320.60M | $108.78M | $195.15M | $168.28M | $400.56M | $483.39M | $1.18B | $1.59B | ▲ +847.3% |
| R&D | $158.23M | $162.86M | $183.22M | $173.31M | $180.76M | $215.66M | $201.50M | $227.28M | ▲ +31.1% |
| EPS (diluted) | 0.51 $ | 0.17 $ | — | 0.26 $ | 0.60 $ | 0.72 $ | — | 1.75 $ | ▲ +573.1% |
| Margins (% of revenue) | |||||||||
| Gross | 11.8 % | 9.6 % | 9.5 % | 9.3 % | 6.3 % | 9.9 % | 17.5 % | 12.7 % | ▲ +3.4 pt |
| Operating | 6.5 % | 3.2 % | 4.0 % | 3.6 % | 3.7 % | 6.1 % | 13.4 % | 10.4 % | ▲ +6.7 pt |
| Net | 5.6 % | 2.4 % | 3.4 % | 3.4 % | 3.2 % | 4.7 % | 10.6 % | 8.0 % | ▲ +4.6 pt |
| Balance sheet | |||||||||
| Assets | $9.73B | $10.74B | $14.02B | $14.39B | $28.00B | $23.45B | $29.95B | $35.73B | ▲ +148.3% |
| Liabilities | $3.49B | $4.36B | $7.72B | $7.86B | $21.01B | $15.88B | $15.47B | $19.66B | ▲ +150.0% |
| Equity | $6.24B | $6.38B | $6.30B | $6.52B | $6.99B | $7.58B | $14.48B | $16.07B | ▲ +146.3% |
| Cash | $1.43B | $2.54B | $5.17B | $4.20B | $4.09B | $1.29B | $7.52B | $6.90B | ▲ +64.3% |
| Capital | |||||||||
| Shares outstanding | 593.48M | 596.82M | 594.27M | 596.97M | 598.99M | 601.42M | 656.97M | 659.23M | ▲ +10.4% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.