S

    Sanmina Corporation (SANM)

    Official site

    TECHNOLOGY • ELECTRONIC COMPONENTS • NASDAQ

    $196.72
    +2.71 (+1.40%)

    Market Cap: $10.40B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    85%(34/40)
    Avg Surprise
    +11.78%
    Streak
    8 Q

    Upcoming Estimates

    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
    Dec 31, 2026
    EPS Consensus$3.01
    Range$2.51 - $3.52
    4 analysts
    EPS Revisions
    2
    0
    7d
    2
    2
    30d
    EPS Estimate Drift
    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
    		$2.86$2.31+23.81%Beat+86.9%
    Mar 26
    		$3.16$2.40+31.67%Beat+124.1%
    Dec 25
    		$2.38$2.15+10.70%Beat+65.3%
    Sep 25
    		$1.67$1.57+6.37%Beat+16.8%
    Jun 25
    		$1.53$1.42+7.75%Beat+22.4%
    Mar 25
    		$1.41$1.38+2.17%Beat+8.5%
    Dec 24
    		$1.44$1.37+5.11%Beat+10.8%
    Sep 24
    		$1.43$1.27+12.60%Beat+0.7%
    Jun 24
    		$1.25$1.29-3.10%Miss-19.4%
    Mar 24
    		$1.30$1.25+4.00%Beat-18.2%
    Dec 23
    		$1.30$1.22+6.56%Beat-20.7%
    Sep 23
    		$1.42$1.54-7.79%Miss-5.3%
    Jun 23
    		$1.55$1.54+0.65%Beat+19.2%
    Mar 23
    		$1.59$1.55+2.58%Beat+39.5%
    Dec 22
    		$1.64$1.38+18.84%Beat+51.9%
    Sep 22
    		$1.50$1.29+16.28%Beat+57.9%
    Jun 22
    		$1.30$1.11+17.12%Beat+31.3%
    Mar 22
    		$1.14$1.01+12.87%Beat+12.9%
    Dec 21
    		$1.08$0.95+13.68%Beat+5.9%
    Sep 21
    		$0.95$0.99-4.04%Miss-13.6%
    Jun 21
    		$0.99$0.91+8.79%Beat+15.1%
    Mar 21
    		$1.01$0.83+21.69%Beat+215.6%
    Dec 20
    		$1.02$0.81+25.93%Beat+29.1%
    Sep 20
    		$1.10$0.78+41.03%Beat+31.0%
    Jun 20
    		$0.86$0.34+152.94%Beat+4.9%
    Mar 20
    		$0.32$0.59-45.76%Miss-64.8%
    Dec 19
    		$0.79$0.70+12.86%Beat-4.8%
    Sep 19
    		$0.84$0.80+5.00%Beat+25.4%
    Jun 19
    		$0.82$0.77+6.49%Beat+49.1%
    Mar 19
    		$0.91$0.74+22.97%Beat+82.0%
    Dec 18
    		$0.83$0.70+18.57%Beat+72.9%
    Sep 18
    		$0.67$0.66+1.52%Beat+4.7%
    Jun 18
    		$0.55$0.57-3.51%Miss-25.7%
    Mar 18
    		$0.50$0.45+11.11%Beat-34.2%
    Dec 17
    		$0.48$0.48+0.00%Beat-36.0%
    Sep 17
    		$0.64$0.76-15.79%Miss-11.1%
    Jun 17
    		$0.74$0.74+0.00%Beat-
    Mar 17
    		$0.76$0.70+8.57%Beat-
    Dec 16
    		$0.75$0.67+11.94%Beat-
    Sep 16
    		$0.72$0.66+9.09%Beat-

    Key Metrics

    Valuation
    P/E Ratio19.54EV/EBITDA15.67x
    Price/FCF17.83xFCF Yield5.61%
    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
    Beta1.60Avg Volume639.68K
    52-Week High$288.6852-Week Low$110.44

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$194.17
    SMA 20$200.10
    SMA 50$208.81
    SMA 200$182.76
    EMA 10$196.65
    EMA 20$198.59
    EMA 50$205.52
    EMA 200$184.54

    MACD

    Line: -3.28Signal: -3.86Hist: 0.57

    ADX

    ADX: 15.5+DI: 24.5-DI: 29.0

    Aroon & PSAR

    Aroon Up60.0
    Aroon Down4.0
    PSAR$183.09

    Bollinger Bands

    Upper Band$216.17
    Lower Band$184.02
    %B Position1607%(Upper)
    Band Width0.40

    RSI (14-Day)

    Neutral
    47.7

    Momentum Oscillators

    Stoch %K46.2
    Stoch %D46.5
    Williams %R-57.3
    ROC (10d)-9.4%
    Momentum-20.31
    CCI (20d)-50.7
    MFI (14d)39.8

    Volatility Measures

    ATR (14d)$11.04(5.6%)
    StdDev (20d)8.04
    Hist Vol57.8%(High)

    Volume Flow

    VWAP$195.67
    OBV-405.4K
    AD Line-4.4M
    CMF (20d)-0.060

    Volume Metrics

    Avg Vol (20d)632.8K
    Vol Ratio1.3x
    VWMA (20d)$199.89

    Pivot Points

    R3$209.23
    R2$206.00
    R1$200.01
    Pivot Point$196.78
    S1$190.79
    S2$187.56
    S3$181.57

    Advanced Oscillators

    TSI-6.80
    Ultimate Osc50.6
    KST-31.18

    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

    345,828 Shares in Sanmina Corporation $SANM Acquired by Bank of New York Mellon Corp

    Bank of New York Mellon Corp has acquired a new stake of 345,828 shares in Sanmina Corporation (NASDAQ:SANM), valued at approximately $87.5 million. This purchase makes Bank of New York Mellon Corp a 0.65% owner of Sanmina. Other institutional investors have also adjusted their positions in the company, while insiders like CFO Jonathan P. Faust have sold shares.

    MarketBeat•8/26/26•
    Somewhat-Bullish

    Nicholas Investment Partners LP Invests $5.01 Million in Sanmina Corporation $SANM

    Nicholas Investment Partners LP has invested $5.01 million in Sanmina Corporation, acquiring 19,802 shares during the second quarter, contributing to the 92.71% institutional ownership of the company. Sanmina exceeded quarterly expectations with $3.31 EPS and $3.46 billion in revenue, prompting a "Moderate Buy" consensus rating from analysts, despite a slight dip in share price. Insider transactions also include CFO Jonathan P. Faust selling 10,076 shares for over $2.6 million.

    MarketBeat•8/25/26•
    Somewhat-Bullish

    Vise Technologies Inc. Takes Position in Sanmina Corporation $SANM

    Vise Technologies Inc. has acquired a new stake of 5,603 shares in Sanmina Corporation (NASDAQ:SANM) during the second quarter, valued at approximately $1,418,000. Other institutional investors have also adjusted their holdings in Sanmina. The article also details analyst ratings, a recent insider stock sale by CFO Jonathan P. Faust, and Sanmina's financial performance, including its latest earnings results and revenue growth.

    MarketBeat•8/23/26•
    Somewhat-Bullish

    50,000 Shares in Sanmina Corporation $SANM Acquired by Heartland Advisors Inc.

    Heartland Advisors Inc. has acquired a new stake of 50,000 shares in Sanmina Corporation (NASDAQ:SANM) during the second quarter, valued at approximately $12.65 million. This purchase makes Heartland Advisors Inc. a 0.09% owner of Sanmina. Other institutional investors have also adjusted their holdings in the company, which currently has a "Moderate Buy" consensus rating from analysts.

    MarketBeat•8/22/26•
    Somewhat-Bullish

    Sanmina Stock Price Forecast. Should You Buy SANM?

    Sanmina Corporation (SANM) is currently rated as a Sell Candidate by StockInvest.us with a technical score of -3.91, indicating a negative outlook. The stock has experienced a recent decline, falling 0.96% on the last trading day and 4.74% since a sell signal was issued on August 18, 2026. Experts forecast a further 28.01% drop over the next three months, with the stock expected to trade between $101.70 and $152.41.

    StockInvest.us•8/22/26•
    Bearish

    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 19.54.
    What is SANM's market cap?
    Sanmina Corporation (SANM) has a market capitalization of $10.40B with a current stock price of $196.72.

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