Company Analysis

Sanmina Corporation (SANM)

Nasdaq: SANM · Printed Circuit Boards · San Jose, CA · filing with the SEC since 1994
Grade4.8
◀ Past 4.1● Present 5.0▶ Future 5.3
The companyfiscal 2025, as filed
Revenue$8.13B+7.4%
Net income$246M+10.5%
Earnings per share$4.46+14.1%
Operating cash flow$621M+82.4%
Cash$926M+48.0%
Debt$283M-5.6%
Shareholders’ equity$2.54B+7.5%
Shares, diluted55.2M-3.1%
Return on equity9.7%
The recordfrom its filings
Filings in 202668
Newest filingNov 9 · 8-K
Annual reportNov 13, 2025
Quarterly reportJul 27, 2026
Next report due10-K by Dec 2
Insider sales, 12 months$43.0M
Insider buys, 12 months$100,000
Patents granted159
Filer categoryLarge accelerated filer
Trailing twelve months to Jun 2026Revenue $12.76BNet income $308MCash from operations $901Mthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
16171819202122232425
As filed, in USD. Nothing here is a forecast.

The company now

Sanmina reported third-quarter fiscal 2026 revenue of $3.46 billion on July 27, 2026, for the quarter ended June 27 1. Non-GAAP diluted earnings per share, a measure that excludes some items, were $3.31, and GAAP diluted earnings per share were $2.12 1.

Net sales rose 70 percent from the year before, mainly in the cloud infrastructure end market, which the company ties to the ZT Systems acquisition, new program wins and ramp-ups in communications networks 2.

The company expects fourth-quarter fiscal 2026 revenue of $3.3 billion to $3.6 billion 1. It narrowed its full-year revenue range to $14.0 billion to $14.3 billion, from $13.7 billion to $14.3 billion 1. Chairman and CEO Jure Sola said the company sees "strong demand for fiscal 2027" 1.

The newest filing is a Form 8-K of September 15, 2026, reporting that the board appointed Shanker S Trivedi, 69, a director on September 14 4. He was at NVIDIA from 2009 to 2026 4.

The open question is the integration of ZT Systems, which the company's own release lists first among the risks that could make results differ 1.

As of Nov 4, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.

News

Nov 9, 2026 · SEC EDGAR · Form 8-K
Results released
Open the filing on sec.gov
Sep 21, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 15, 2026 · SEC EDGAR · Form 8-K
Current report
Open the filing on sec.gov
Sep 1, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Jul 27, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
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SI Assistanton SANM · research, not advice