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    Sanmina Corporation (SANM)

    Official site

    TECHNOLOGY • ELECTRONIC COMPONENTS • NASDAQ

    $211.79
    -1.95 (-0.91%)

    Market Cap: $10.42B

    Last updated: Oct 16, 2026 at 1:55 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    85%(33/39)
    Avg Surprise
    +11.85%
    Streak
    8 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$4.76
    Range$4.71 - $4.86
    5 analysts
    Revenue Consensus
    $4.4B
    Range$4.4B - $4.4B
    4 analysts
    Period ending Dec 31, 2026
    EPS Consensus$3.01
    Range$2.51 - $3.52
    4 analysts
    EPS Revisions
    2
    0
    7d
    2
    2
    30d
    EPS Estimate DriftChange to current
    90d ago$3.00+0.5%
    60d ago$3.00+0.5%
    30d ago$3.00+0.5%
    7d ago$3.00+0.5%
    Current$3.01
    Revenue Consensus
    $3.6B
    Range$3.4B - $3.7B
    3 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$3.01---
    Sep 26EST
    		-$4.76---
    Jun 26
    Reported Jul 27
    		$2.86$2.31+23.81%Beat+86.9%
    Mar 26
    Reported Apr 27
    		$3.16$2.40+31.67%Beat+124.1%
    Dec 25
    Reported Jan 26
    		$2.38$2.15+10.70%Beat+65.3%
    Sep 25
    Reported Nov 3
    		$1.67$1.57+6.37%Beat+16.8%
    Jun 25
    Reported Jul 28
    		$1.53$1.42+7.75%Beat+22.4%
    Mar 25
    Reported Apr 28
    		$1.41$1.38+2.17%Beat+8.5%
    Dec 24
    Reported Jan 27
    		$1.44$1.37+5.11%Beat+10.8%
    Sep 24
    Reported Nov 4
    		$1.43$1.27+12.60%Beat+0.7%
    Jun 24
    Reported Jul 29
    		$1.25$1.29-3.10%Miss-19.4%
    Mar 24
    Reported Apr 29
    		$1.30$1.25+4.00%Beat-18.2%
    Dec 23
    Reported Jan 29
    		$1.30$1.22+6.56%Beat-20.7%
    Sep 23
    Reported Nov 6
    		$1.42$1.54-7.79%Miss-5.3%
    Jun 23
    Reported Jul 31
    		$1.55$1.54+0.65%Beat+19.2%
    Mar 23
    Reported May 11
    		$1.59$1.55+2.58%Beat+39.5%
    Dec 22
    Reported Jan 30
    		$1.64$1.38+18.84%Beat+51.9%
    Sep 22
    Reported Nov 7
    		$1.50$1.29+16.28%Beat+57.9%
    Jun 22
    Reported Aug 1
    		$1.30$1.11+17.12%Beat+31.3%
    Mar 22
    Reported May 2
    		$1.14$1.01+12.87%Beat+12.9%
    Dec 21
    Reported Jan 31
    		$1.08$0.95+13.68%Beat+5.9%
    Sep 21
    Reported Nov 8
    		$0.95$0.99-4.04%Miss-13.6%
    Jun 21
    Reported Aug 2
    		$0.99$0.91+8.79%Beat+15.1%
    Mar 21
    Reported May 3
    		$1.01$0.83+21.69%Beat+215.6%
    Dec 20
    Reported Feb 2
    		$1.02$0.81+25.93%Beat+29.1%
    Sep 20
    Reported Nov 10
    		$1.10$0.78+41.03%Beat+31.0%
    Jun 20
    Reported Jul 29
    		$0.86$0.34+152.94%Beat+4.9%
    Mar 20
    Reported Apr 27
    		$0.32$0.59-45.76%Miss-64.8%
    Dec 19
    Reported Jan 27
    		$0.79$0.70+12.86%Beat-4.8%
    Sep 19
    Reported Oct 28
    		$0.84$0.80+5.00%Beat+25.4%
    Jun 19
    Reported Jul 29
    		$0.82$0.77+6.49%Beat+49.1%
    Mar 19
    Reported Apr 29
    		$0.91$0.74+22.97%Beat+82.0%
    Dec 18
    Reported Jan 28
    		$0.83$0.70+18.57%Beat+72.9%
    Sep 18
    Reported Oct 29
    		$0.67$0.66+1.52%Beat+4.7%
    Jun 18
    Reported Jul 30
    		$0.55$0.57-3.51%Miss-25.7%
    Mar 18
    Reported Apr 23
    		$0.50$0.45+11.11%Beat-34.2%
    Dec 17
    Reported Jan 29
    		$0.48$0.48+0.00%Beat-36.0%
    Sep 17
    Reported Oct 30
    		$0.64$0.76-15.79%Miss-
    Jun 17
    Reported Jul 24
    		$0.74$0.74+0.00%Beat-
    Mar 17
    Reported Apr 24
    		$0.76$0.70+8.57%Beat-
    Dec 16
    Reported Jan 30
    		$0.75$0.67+11.94%Beat-

    Key Metrics

    Valuation
    P/E Ratio21.03EV/EBITDA15.97x
    Price/FCF19.20xFCF Yield5.21%
    Profitability
    Profit Margin2.41%Operating Margin7.04%
    ROE12.50%ROIC7.55%
    Financial Health
    Debt/Equity0.79xInterest Coverage5.52x
    Current Ratio1.78xQuick Ratio1.06x
    Trading Statistics
    Beta1.61Avg Volume610.54K
    52-Week High$288.6852-Week Low$118.10

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$219.20
    SMA 20$216.00
    SMA 50$206.19
    SMA 200$190.87
    EMA 10$216.78
    EMA 20$214.97
    EMA 50$210.81
    EMA 200$191.30

    MACD

    Line: 3.15Signal: 4.61Hist: -1.46

    ADX

    ADX: 11.6+DI: 21.2-DI: 29.9

    Aroon & PSAR

    Aroon Up52.0
    Aroon Down20.0
    PSAR$231.03

    Bollinger Bands

    Upper Band$235.63
    Lower Band$196.36
    %B Position1818%(Upper)
    Band Width0.39

    RSI (14-Day)

    Neutral
    48.9

    Momentum Oscillators

    Stoch %K34.9
    Stoch %D41.2
    Williams %R-69.1
    ROC (10d)-4.9%
    Momentum-10.94
    CCI (20d)-51.8
    MFI (14d)58.0

    Volatility Measures

    ATR (14d)$10.68(5.0%)
    StdDev (20d)9.82
    Hist Vol42.4%(High)

    Volume Flow

    VWAP$209.50
    OBV6.4M
    AD Line-3.5M
    CMF (20d)0.148

    Volume Metrics

    Avg Vol (20d)623.7K
    Vol Ratio1.0x
    VWMA (20d)$215.76

    Pivot Points

    R3$234.00
    R2$229.62
    R1$221.68
    Pivot Point$217.30
    S1$209.36
    S2$204.98
    S3$197.04

    Advanced Oscillators

    TSI8.15
    Ultimate Osc47.1
    KST94.30

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$3.46B$4.01B$3.19B$2.10B$2.04B$1.98B$2.01B$2.02B$1.84B$1.83B$1.87B$2.05B
    Cost of Revenue$3.10B$3.66B$2.95B$1.91B$1.86B$1.81B$1.84B$1.85B$1.69B$1.68B$1.71B$1.88B
    Gross Profit$363.31M$353.79M$242.36M$191.16M$181.05M$176.24M$167.91M$171.29M$153.54M$154.76M$160.84M$173.43M
    Operating Expenses$142.08M$196.78M$168.76M$112.69M$85.17M$84.62M$79.31M$81.70M$71.17M$78.80M$73.26M$74.16M
    R&D$8.27M$7.99M$8.66M$8.67M$8.08M$7.32M$7.02M$8.24M$7.66M$6.32M$6.29M$7.71M
    SG&A$109.33M$113.55M$114.89M$73.52M$69.54M$76.31M$70.84M$70.49M$61.72M$69.20M$64.78M$62.12M
    Operating Income$221.22M$157.01M$73.60M$78.47M$95.88M$91.62M$88.61M$89.59M$82.37M$75.96M$87.58M$99.27M
    Interest Income$9.80M$8.43M$8.06M$4.54M$4.20M$3.72M$3.40M$2.80M$2.57M$3.41M$3.66M$3.91M
    Interest Expense$32.46M$32.14M$24.72M$5.19M$4.98M$4.98M$5.00M$5.05M$7.51M$8.22M$8.41M$8.26M
    Income Before Tax$191.75M$131.14M$61.58M$73.34M$91.41M$88.41M$86.28M$86.78M$74.64M$74.43M$81.69M$86.75M
    Income Tax Expense$66.44M$33.32M$9.83M$21.36M$18.52M$17.89M$15.39M$19.44M$19.90M$19.12M$21.32M$21.40M
    Net Income$125.31M$97.81M$51.76M$51.97M$72.89M$70.52M$70.88M$67.34M$54.74M$55.31M$60.36M$65.36M
    EBITDA$262.62M$201.93M$166.78M$103.64M$121.95M$117.87M$119.73M$120.68M$109.34M$109.51M$117.17M$121.62M
    EBIT$214.42M$154.84M$78.25M$73.99M$92.19M$89.66M$87.88M$89.03M$79.57M$79.24M$86.44M$91.10M
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $44.58M
    Gov Obligations / Revenue
    0.3%
    Obligations YoY
    999.9%
    Active Awards
    29
    New Awards (TTM)
    23
    Avg Remaining Term
    45.8 mo

    Top agency: Department of Defense at 99.5% of trailing twelve month obligations across 2 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    SPRDL126C0010Department of DefenseDefense Logistics Agency$42.59MNov 24, 2025
    N0038325CA028Department of DefenseDepartment of the Navy$508726Sep 23, 2025
    N6833525F0455Department of DefenseDepartment of the Navy$473292Sep 11, 2025
    70Z03826FZ0000013Department of Homeland SecurityU.S. Coast Guard$193008Nov 24, 2025
    H9224026FE153Department of DefenseU.S. Special Operations Command$126836Mar 11, 2026
    N0042125P1215Department of DefenseDepartment of the Navy$110434Aug 11, 2025
    SPE7M026P0534Department of DefenseDefense Logistics Agency$104208Nov 7, 2025
    H9224126FE017Department of DefenseU.S. Special Operations Command$103422Mar 30, 2026
    N0042126P1060Department of DefenseDepartment of the Navy$100410Feb 4, 2026
    SPRDL126P0049Department of DefenseDefense Logistics Agency$78764Jan 27, 2026

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    Sanmina (NASDAQ:SANM) Stock Falls 7.9% - Here's What Happened

    Sanmina (NASDAQ:SANM) shares dropped 7.9% on Thursday, trading at $178.94 with significantly lower volume than average. The company recently surpassed quarterly earnings expectations...

    MarketBeat•10/15/26•Somewhat-Bearish

    Sanmina Corp (SANM) Stock Down 8.2% but Still Overvalued -- GF S

    Sanmina Corp (SANM) shares dropped 8.2% to $194.32, yet are still considered overvalued according to GuruFocus's GF Value™, which estimates its intrinsic value at $152.64. Despite a strong GF Score™ of 88/100...

    GuruFocus•10/14/26•Somewhat-Bearish

    Intel vs. Sanmina: Which AI Infrastructure Stock is a Better Buy Now?

    This article compares Intel (INTC) and Sanmina (SANM), two semiconductor firms involved in AI infrastructure, to determine which is a better investment. While Intel focuses on semiconductor design and manufacturing...

    The Globe and Mail•10/13/26•Neutral

    How Much Have Buybacks Lifted Sanmina’s Earnings Per Share?

    Sanmina's shares have significantly outperformed the S&P 500, partly due to share repurchases that have reduced its share count by 7% over three years. Despite a flat net income growth of 0.2% annually...

    Yahoo Finance•10/12/26•Somewhat-Bullish

    Sanmina (NASDAQ:SANM) Upgraded at Wall Street Zen

    Wall Street Zen has upgraded Sanmina (NASDAQ:SANM) from a "buy" to a "strong-buy" rating, though the overall analyst consensus remains "hold" with a $198.33 price target. The company recently reported strong quarterly...

    MarketBeat•10/11/26•Bullish

    SANM Valuation and Fair Value

    P/E
    21.0x
    Forward P/E
    14.8x
    EV/EBITDA
    16.0x
    P/FCF
    19.2x
    PEG
    0.7x
    P/B
    4.1x
    See GNG's fair value

    SANM Profitability: Margins, ROIC and FCF

    Gross margin
    9.0%
    Operating margin
    7.0%
    Net margin
    2.4%
    ROIC
    7.5%
    ROE
    12.5%
    FCF margin
    4.7%
    FCF yield
    5.2%

    SANM Competitors

    CompanyTicker
    Nova LtdNVMI
    Littelfuse IncLFUS
    Bentley Systems IncBSY
    Viavi Solutions IncVIAV
    Rambus IncRMBS
    Qorvo IncQRVO
    Aurora Innovation IncAUR
    Elastic NVESTC

    Sector: Technology

    SANM Analyst Ratings

    Consensus
    Hold
    Analysts
    4
    Strong Buy
    0
    Buy
    1
    Hold
    3
    Sell
    0
    Strong Sell
    0

    SANM Bull Case vs Bear Case

    Bull case

    • SANM beat EPS estimates in 100.0% of its last 8 reported quarters.
    • SANM grew quarterly revenue 69.7% year over year.

    SANM Earnings: Beat Rate and Next Report

    Beat rate
    8 of 8 quarters (100.0%)
    Average surprise
    12.5%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $4.76

    Frequently Asked Questions About SANM

    Does SANM pay dividends?

    Sanmina Corporation (SANM) does not currently pay a regular dividend.

    What is SANM's P/E ratio?

    Sanmina Corporation has a price-to-earnings (P/E) ratio of 21.03.

    What is SANM's market cap?

    Sanmina Corporation (SANM) has a market capitalization of $10.42B with a current stock price of $211.79.

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