Super Micro Computer (SMCI) Change in Receivables (2010 - 2026)
Super Micro Computer's (SMCI) quarterly Change in Receivables came in at -$2.3 billion in Q2 2026, down 421.7% on a YoY basis from $711.2 million in Q2 2025, and up 11.42% quarter-over-quarter from -$2.6 billion in Q1 2026.
Analysis
Super Micro Computer (SMCI) Change in Receivables (2010 - 2026) Analysis & Trends
Super Micro Computer (SMCI) has reported Change in Receivables for 17 consecutive years, with -$2.3 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Change in Receivables fell 421.7% year-over-year to -$2.3 billion; the trailing twelve-month figure through Jun 2026 stood at $3.9 billion (up 835.34% YoY), and the FY2026 full-year result was $3.9 billion, up 835.34% from the prior year.
- Change in Receivables improved to -$2.3 billion in Q2 2026 per SMCI's latest filing, from -$2.6 billion in the prior quarter.
- Across five years, Change in Receivables topped out at $8.5 billion in Q4 2025 and bottomed at -$2.6 billion in Q1 2026.
- Historically, Change in Receivables has averaged $280.0 million across 5 years, with a median of -$15.3 million in 2024.
- The sharpest annual moves came in 2022 and 2025: Change in Receivables tumbled 1522.94% in 2022, then surged 2431.39% in 2025.
- Over 5 years, Change in Receivables stood at $234.5 million in 2022, then surged by 51.27% to $354.7 million in 2023, then fell by 5.65% to $334.7 million in 2024, then soared by 2431.39% to $8.5 billion in 2025, then slumped by 127.01% to -$2.3 billion in 2026.
- According to Business Quant data, Change in Receivables over the past three periods registered -$2.3 billion, -$2.6 billion, and $8.5 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Dell Technologies | 362.97 Bn | 351.40 Bn | 9.83 Bn | -2.90 Bn |
| 2 | Arista Networks | 251.55 Bn | 238.20 Bn | 1.91 Bn | 342.40 Mn |
| 3 | Sandisk | 238.47 Bn | 233.71 Bn | 7.58 Bn | 1.98 Bn |
| 4 | Seagate Technology Holdings | 188.28 Bn | 186.57 Bn | 1.90 Bn | 337.00 Mn |
| 5 | Western Digital | 161.43 Bn | 159.85 Bn | 2.03 Bn | 133.00 Mn |
| 6 | Hewlett Packard Enterprise | 82.45 Bn | 76.23 Bn | 4.93 Bn | -101.00 Mn |
| 7 | NetApp | 39.14 Bn | 35.57 Bn | 1.42 Bn | -317.00 Mn |
| 8 | Everpure | 32.71 Bn | 31.71 Bn | 811.39 Mn | 137.35 Mn |
| 9 | Super Micro Computer | 26.34 Bn | 18.82 Bn | 1.94 Bn | -2.29 Bn |
| 10 | Penguin Solutions | 2.62 Bn | 2.38 Bn | 133.21 Mn | 333.66 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -2.29 Bn |
| Mar 31, 2026 | -2.58 Bn |
| Dec 31, 2025 | 8.47 Bn |
| Sep 30, 2025 | 321.24 Mn |
| Jun 30, 2025 | -438.56 Mn |
| Mar 31, 2025 | -414.16 Mn |
| Dec 31, 2024 | 334.66 Mn |
| Sep 30, 2024 | -15.29 Mn |
| Mar 31, 2024 | 501.87 Mn |
| Dec 31, 2023 | 354.69 Mn |
| Sep 30, 2023 | -302.50 Mn |
| Mar 31, 2023 | -97.85 Mn |
| Dec 31, 2022 | 234.47 Mn |
| Sep 30, 2022 | -95.09 Mn |
| Mar 31, 2022 | 216.46 Mn |
| Dec 31, 2021 | 33.49 Mn |
| Sep 30, 2021 | -5.86 Mn |
| Mar 31, 2021 | 84.19 Mn |
| Dec 31, 2020 | -75.30 Mn |
| Sep 30, 2020 | -81.04 Mn |