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Side-by-side financial comparison of Supermicro (SMCI) and T-Mobile US (TMUS). Click either name above to swap in a different company.
T-Mobile US is the larger business by last-quarter revenue ($23.1B vs $12.7B, roughly 1.8× Supermicro). T-Mobile US runs the higher net margin — 10.8% vs 3.2%, a 7.7% gap on every dollar of revenue. On growth, Supermicro posted the faster year-over-year revenue change (123.4% vs 10.6%). T-Mobile US produced more free cash flow last quarter ($4.6B vs $-45.1M). Over the past eight quarters, Supermicro's revenue compounded faster (81.5% CAGR vs 8.1%).
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.
T-Mobile US, Inc. is an American wireless network operator headquartered in Bellevue, Washington. Its majority shareholder and namesake is the German telecommunications company Deutsche Telekom. T-Mobile is the second largest wireless carrier in the United States, with 140 million subscribers as of September 30, 2025.
SMCI vs TMUS — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $12.7B | $23.1B |
| Net Profit | $400.6M | $2.5B |
| Gross Margin | 6.3% | — |
| Operating Margin | 3.7% | 20.8% |
| Net Margin | 3.2% | 10.8% |
| Revenue YoY | 123.4% | 10.6% |
| Net Profit YoY | 24.9% | -15.2% |
| EPS (diluted) | $0.60 | $2.27 |
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.
| Q1 26 | — | $23.1B | ||
| Q4 25 | $12.7B | $24.3B | ||
| Q3 25 | $5.0B | $22.0B | ||
| Q2 25 | $5.8B | $21.1B | ||
| Q1 25 | $4.6B | $20.9B | ||
| Q4 24 | $5.7B | $21.9B | ||
| Q3 24 | $5.9B | $20.2B | ||
| Q2 24 | $5.4B | $19.8B |
| Q1 26 | — | $2.5B | ||
| Q4 25 | $400.6M | $2.1B | ||
| Q3 25 | $168.3M | $2.7B | ||
| Q2 25 | $195.2M | $3.2B | ||
| Q1 25 | $108.8M | $3.0B | ||
| Q4 24 | $320.6M | $3.0B | ||
| Q3 24 | $424.3M | $3.1B | ||
| Q2 24 | $297.2M | $2.9B |
| Q1 26 | — | — | ||
| Q4 25 | 6.3% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 9.6% | — | ||
| Q4 24 | 11.8% | — | ||
| Q3 24 | 13.1% | — | ||
| Q2 24 | 10.2% | — |
| Q1 26 | — | 20.8% | ||
| Q4 25 | 3.7% | 15.4% | ||
| Q3 25 | 3.6% | 20.6% | ||
| Q2 25 | 4.0% | 24.7% | ||
| Q1 25 | 3.2% | 23.0% | ||
| Q4 24 | 6.5% | 21.0% | ||
| Q3 24 | 8.6% | 23.8% | ||
| Q2 24 | 5.4% | 23.4% |
| Q1 26 | — | 10.8% | ||
| Q4 25 | 3.2% | 8.6% | ||
| Q3 25 | 3.4% | 12.4% | ||
| Q2 25 | 3.4% | 15.2% | ||
| Q1 25 | 2.4% | 14.1% | ||
| Q4 24 | 5.6% | 13.6% | ||
| Q3 24 | 7.1% | 15.2% | ||
| Q2 24 | 5.6% | 14.8% |
| Q1 26 | — | $2.27 | ||
| Q4 25 | $0.60 | $1.89 | ||
| Q3 25 | $0.26 | $2.41 | ||
| Q2 25 | $0.33 | $2.84 | ||
| Q1 25 | $0.17 | $2.58 | ||
| Q4 24 | $0.51 | $2.56 | ||
| Q3 24 | $0.67 | $2.61 | ||
| Q2 24 | $-12.49 | $2.49 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.1B | $3.5B |
| Total DebtLower is stronger | — | $86.0B |
| Stockholders' EquityBook value | $7.0B | $55.9B |
| Total Assets | $28.0B | $214.7B |
| Debt / EquityLower = less leverage | — | 1.54× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $3.5B | ||
| Q4 25 | $4.1B | $5.6B | ||
| Q3 25 | $4.2B | $3.3B | ||
| Q2 25 | $5.2B | $10.3B | ||
| Q1 25 | $2.5B | $12.0B | ||
| Q4 24 | $1.4B | $5.4B | ||
| Q3 24 | $2.1B | $9.8B | ||
| Q2 24 | $1.7B | $6.4B |
| Q1 26 | — | $86.0B | ||
| Q4 25 | — | $86.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $78.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $55.9B | ||
| Q4 25 | $7.0B | $59.2B | ||
| Q3 25 | $6.5B | $60.5B | ||
| Q2 25 | $6.3B | $61.1B | ||
| Q1 25 | $6.4B | $61.1B | ||
| Q4 24 | $6.2B | $61.7B | ||
| Q3 24 | $5.9B | $64.3B | ||
| Q2 24 | $5.4B | $62.6B |
| Q1 26 | — | $214.7B | ||
| Q4 25 | $28.0B | $219.2B | ||
| Q3 25 | $14.4B | $217.2B | ||
| Q2 25 | $14.0B | $212.6B | ||
| Q1 25 | $10.7B | $214.6B | ||
| Q4 24 | $9.7B | $208.0B | ||
| Q3 24 | $10.9B | $210.7B | ||
| Q2 24 | $9.8B | $208.6B |
| Q1 26 | — | 1.54× | ||
| Q4 25 | — | 1.46× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-23.9M | $7.2B |
| Free Cash FlowOCF − Capex | $-45.1M | $4.6B |
| FCF MarginFCF / Revenue | -0.4% | 19.9% |
| Capex IntensityCapex / Revenue | 0.2% | 0.0% |
| Cash ConversionOCF / Net Profit | -0.06× | 2.88× |
| TTM Free Cash FlowTrailing 4 quarters | $440.1M | $18.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $7.2B | ||
| Q4 25 | $-23.9M | $6.7B | ||
| Q3 25 | $-917.5M | $7.5B | ||
| Q2 25 | $863.6M | $7.0B | ||
| Q1 25 | $626.8M | $6.8B | ||
| Q4 24 | $-239.8M | $5.5B | ||
| Q3 24 | $408.9M | $6.1B | ||
| Q2 24 | $-641.8M | $5.5B |
| Q1 26 | — | $4.6B | ||
| Q4 25 | $-45.1M | $4.2B | ||
| Q3 25 | $-949.8M | $4.8B | ||
| Q2 25 | $840.9M | $4.6B | ||
| Q1 25 | $594.1M | $4.4B | ||
| Q4 24 | $-267.3M | $3.3B | ||
| Q3 24 | $364.6M | $4.2B | ||
| Q2 24 | $-655.8M | $3.5B |
| Q1 26 | — | 19.9% | ||
| Q4 25 | -0.4% | 17.2% | ||
| Q3 25 | -18.9% | 21.9% | ||
| Q2 25 | 14.6% | 21.7% | ||
| Q1 25 | 12.9% | 21.0% | ||
| Q4 24 | -4.7% | 15.3% | ||
| Q3 24 | 6.1% | 20.7% | ||
| Q2 24 | -12.2% | 17.6% |
| Q1 26 | — | 0.0% | ||
| Q4 25 | 0.2% | 10.1% | ||
| Q3 25 | 0.6% | 12.0% | ||
| Q2 25 | 0.4% | 11.3% | ||
| Q1 25 | 0.7% | 11.7% | ||
| Q4 24 | 0.5% | 10.1% | ||
| Q3 24 | 0.7% | 9.7% | ||
| Q2 24 | 0.3% | 10.3% |
| Q1 26 | — | 2.88× | ||
| Q4 25 | -0.06× | 3.16× | ||
| Q3 25 | -5.45× | 2.75× | ||
| Q2 25 | 4.43× | 2.17× | ||
| Q1 25 | 5.76× | 2.32× | ||
| Q4 24 | -0.75× | 1.86× | ||
| Q3 24 | 0.96× | 2.01× | ||
| Q2 24 | -2.16× | 1.89× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SMCI
Segment breakdown not available.
TMUS
| Postpaid service revenues | $15.6B | 68% |
| Other | $7.5B | 32% |
