Latest Gross Margins News

Supermicro’s preliminary fiscal first-quarter sales nearly quadrupled year on year to US$19.9 billion, as net income reached US$1.59 billion. The company forecast fiscal 2027 revenue of US$72 billion to US$82 billion, although weaker sequential margins and negative operating cash flow add important qualifications.

City Chic says reduced discounting is lifting margins and store sales, putting the retailer on track for positive first-half EBIT and no drawn debt by the end of January. The improvement comes with revenue still under pressure, particularly in the USA and online channels, leaving the Black Friday and Christmas period decisive.

AMD delivered a record fiscal third quarter as Data Center revenue nearly doubled year over year, pushing total revenue up 45% to US$13.4 billion. The company expects another sharp acceleration in the December quarter, but gaming weakened and customer warrant revaluations distorted GAAP earnings.

Arista Networks delivered third-quarter revenue well above its own guidance, with sales reaching US$3.66 billion and GAAP net income hitting US$1.56 billion. The networking specialist is now guiding to as much as US$4.0 billion in fourth-quarter revenue as it expands its AI infrastructure portfolio.

Zebra Technologies delivered a sharp third-quarter acceleration, lifted its full-year outlook and generated US$661 million of free cash flow in the first nine months. The gains came with pressure from memory costs, a lower gross margin and a sizeable current debt balance.

Sysco delivered modest underlying growth in fiscal Q1 2027 and kept its adjusted EPS and local volume targets intact, while shifting full-year sales expectations to the lower end of its existing range. The quarter also brought a permanent CFO appointment as the company prepares for the proposed Jetro Restaurant Depot acquisition.

Sigma Lithium has launched a US$100 million convertible bond to replace expensive secured debt and push its main repayment risk into 2029 and 2031. The financing arrives as operations recover from a Brazilian suspension that cut third-quarter production but left the company reporting a 32% gross margin.

onsemi has raised its 2030 AI data centre revenue target above US$3 billion after AI sales surged 175% year over year. The semiconductor maker is also buying Ferric for up to US$775 million while reshaping its planned Synaptics acquisition.

Clorox delivered a sharp first-quarter rebound, helped by the GOJO acquisition and an easier comparison after last year’s ERP-related inventory drawdown. But rising commodity, manufacturing and logistics costs have pushed its full-year margin assumptions lower, with adjusted earnings now expected nearer the bottom of the unchanged range.

Lumentum delivered a 136.5% year-on-year revenue surge in fiscal Q1 2027 and forecast a further step-up to as much as US$1.625 billion in the next quarter. Management also disclosed purchase commitments exceeding US$5 billion linked to a second major NPO/CPO win, though the timing and enforceability of those commitments were not detailed.

IDEXX Laboratories has raised its 2026 revenue and earnings outlook after reporting 10% third-quarter revenue growth and an 18% rise in diluted EPS. The upgrade came alongside rapid adoption of its inVue Dx analyzers, although acquisition costs prompted a lower full-year operating margin forecast.

Orthocell has recorded its strongest month of US Remplir sales since launch, with 92 units generating A$279,000 in October. The result points to improving surgeon adoption and hospital access, although one month of sales does not yet establish a durable run rate or profitability.