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Side-by-side financial comparison of Philip Morris International (PM) and Supermicro (SMCI). Click either name above to swap in a different company.

Supermicro is the larger business by last-quarter revenue ($10.2B vs $10.1B, roughly 1.0× Philip Morris International). Philip Morris International runs the higher net margin — 24.0% vs 4.7%, a 19.3% gap on every dollar of revenue. On growth, Supermicro posted the faster year-over-year revenue change (122.7% vs 9.1%). Over the past eight quarters, Supermicro's revenue compounded faster (38.3% CAGR vs 3.5%).

Philip Morris International Inc. (PMI) is a tobacco company, with products sold in over 180 countries. Marlboro is PMI’s most recognized brand, but in the last quarter of 2023, Iqos generated the greatest revenue. Philip Morris International is often referred to as one of the companies comprising Big Tobacco. The company ranked No. 121 in the 2025 Fortune 500 list of the largest US corporations by total revenue.

Super Micro Computer, Inc., doing business as Supermicro, is an American information technology company based in San Jose, California. The company is one of the largest producers of high-performance and high-efficiency servers, while also providing server management software, and storage systems for various markets, including enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing.

PM vs SMCI — Head-to-Head

Bigger by revenue
SMCI
SMCI
1.0× larger
SMCI
$10.2B
$10.1B
PM
Growing faster (revenue YoY)
SMCI
SMCI
+113.6% gap
SMCI
122.7%
9.1%
PM
Higher net margin
PM
PM
19.3% more per $
PM
24.0%
4.7%
SMCI
Faster 2-yr revenue CAGR
SMCI
SMCI
Annualised
SMCI
38.3%
3.5%
PM

Income Statement — Q1 FY2026 vs Q3 FY2026

Metric
PM
PM
SMCI
SMCI
Revenue
$10.1B
$10.2B
Net Profit
$2.4B
$483.4M
Gross Margin
68.1%
9.9%
Operating Margin
38.4%
6.1%
Net Margin
24.0%
4.7%
Revenue YoY
9.1%
122.7%
Net Profit YoY
-9.0%
344.4%
EPS (diluted)
$1.56
$0.72

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
PM
PM
SMCI
SMCI
Q1 26
$10.1B
$10.2B
Q4 25
$10.4B
$12.7B
Q3 25
$10.8B
$5.0B
Q2 25
$10.1B
$5.8B
Q1 25
$9.3B
$4.6B
Q4 24
$9.7B
$5.7B
Q3 24
$9.9B
$5.9B
Q2 24
$9.5B
$5.4B
Net Profit
PM
PM
SMCI
SMCI
Q1 26
$2.4B
$483.4M
Q4 25
$2.1B
$400.6M
Q3 25
$3.5B
$168.3M
Q2 25
$3.0B
$195.2M
Q1 25
$2.7B
$108.8M
Q4 24
$-579.0M
$320.6M
Q3 24
$3.1B
$424.3M
Q2 24
$2.4B
$297.2M
Gross Margin
PM
PM
SMCI
SMCI
Q1 26
68.1%
9.9%
Q4 25
65.6%
6.3%
Q3 25
67.8%
9.3%
Q2 25
67.7%
9.5%
Q1 25
67.3%
9.6%
Q4 24
64.7%
11.8%
Q3 24
66.0%
13.1%
Q2 24
64.7%
10.2%
Operating Margin
PM
PM
SMCI
SMCI
Q1 26
38.4%
6.1%
Q4 25
32.6%
3.7%
Q3 25
39.3%
3.6%
Q2 25
36.6%
4.0%
Q1 25
38.1%
3.2%
Q4 24
33.6%
6.5%
Q3 24
36.9%
8.6%
Q2 24
36.4%
5.4%
Net Margin
PM
PM
SMCI
SMCI
Q1 26
24.0%
4.7%
Q4 25
20.7%
3.2%
Q3 25
32.1%
3.4%
Q2 25
30.0%
3.4%
Q1 25
28.9%
2.4%
Q4 24
-6.0%
5.6%
Q3 24
31.1%
7.1%
Q2 24
25.4%
5.6%
EPS (diluted)
PM
PM
SMCI
SMCI
Q1 26
$1.56
$0.72
Q4 25
$1.36
$0.60
Q3 25
$2.23
$0.26
Q2 25
$1.95
$0.33
Q1 25
$1.72
$0.17
Q4 24
$-0.37
$0.51
Q3 24
$1.97
$0.67
Q2 24
$1.54
$-12.49

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
PM
PM
SMCI
SMCI
Cash + ST InvestmentsLiquidity on hand
$5.5B
$1.3B
Total DebtLower is stronger
$49.5B
Stockholders' EquityBook value
$7.6B
Total Assets
$68.9B
$23.5B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
PM
PM
SMCI
SMCI
Q1 26
$5.5B
$1.3B
Q4 25
$4.9B
$4.1B
Q3 25
$4.0B
$4.2B
Q2 25
$4.1B
$5.2B
Q1 25
$4.4B
$2.5B
Q4 24
$4.2B
$1.4B
Q3 24
$4.3B
$2.1B
Q2 24
$4.8B
$1.7B
Total Debt
PM
PM
SMCI
SMCI
Q1 26
$49.5B
Q4 25
$45.1B
Q3 25
$41.9B
Q2 25
$42.4B
Q1 25
$38.8B
Q4 24
$42.2B
Q3 24
$44.2B
Q2 24
$44.6B
Stockholders' Equity
PM
PM
SMCI
SMCI
Q1 26
$7.6B
Q4 25
$-10.0B
$7.0B
Q3 25
$-10.9B
$6.5B
Q2 25
$-12.0B
$6.3B
Q1 25
$-10.9B
$6.4B
Q4 24
$-11.8B
$6.2B
Q3 24
$-9.7B
$5.9B
Q2 24
$-9.7B
$5.4B
Total Assets
PM
PM
SMCI
SMCI
Q1 26
$68.9B
$23.5B
Q4 25
$69.2B
$28.0B
Q3 25
$67.1B
$14.4B
Q2 25
$68.5B
$14.0B
Q1 25
$65.1B
$10.7B
Q4 24
$61.8B
$9.7B
Q3 24
$66.9B
$10.9B
Q2 24
$65.8B
$9.8B

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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