Sanmina Corporation offers integrated solutions for manufacturing, components, products and repair, logistics and after-sales services globally. The company is headquartered in San Jose, California.
| Revenue (TTM) | $12.76B |
| Gross Profit (TTM) | $1.15B |
| EBITDA | $914.33M |
| Operating Margin | 7.04% |
| Return on Equity | 12.50% |
| Return on Assets | 5.86% |
| Revenue/Share (TTM) | $236.45 |
| Book Value | $45.19 |
| Price-to-Book | 4.63 |
| Price-to-Sales (TTM) | 0.72 |
| EV/Revenue | 1.042 |
| EV/EBITDA | 20.70 |
| Quarterly Earnings Growth (YoY) | 68.30% |
| Quarterly Revenue Growth (YoY) | 69.70% |
| Shares Outstanding | $53.60M |
| Float | $51.88M |
| % Insiders | 5.29% |
| % Institutions | 101.29% |
Volatility is currently expanding
SANM is converting cloud and AI-driven revenue growth into stronger margins and earnings through disciplined execution and operational improvements.
Sanmina Corporation SANM has delivered stronger-than-expected quarterly results while raising its fiscal outlook amid rising demand for artificial intelligence infrastructure. That has renewed investor interest in whether the stock still offers an attractive opportunity.
SANM is expanding manufacturing, automation and AI systems capabilities to capture rising demand from cloud and accelerated computing platforms.
Sanmina Corporation reported a beat-and-raise Q3 report through AI-driven momentum, but the stock crashed by -17% regardless. SANM's financial momentum remains very strong in the core business. The outlook remains good as SANM gains from AI infrastructure growth. ZT Systems' volatility seems to have caused the market's strong reaction. The business's weak performance still seems transitory.
Sanmina is rated Buy with a raised price target of $346, reflecting strong Q3 results and accelerated AI infrastructure growth. Q3 FY26 delivered an 8.0% non-GAAP operating margin and $3.31 EPS, both well above guidance, with FY26 and FY27 guidance raised. ZT Systems integration is ahead of plan, driving vertical integration, margin expansion, and customer diversification, positioning SANM as an AI-first EMS operator.
SANM tops fiscal Q3 earnings and revenue estimates as AI demand, cloud momentum and strong execution fuel growth and prompt higher full-year guidance.
SANM highlights AI infrastructure growth, ZT Systems integration, new customer wins and a raised fiscal outlook after strong Q3 results.
Sanmina Corporation (SANM) Q3 2026 Earnings Call Transcript
SAN JOSE, Calif., July 27, 2026 /PRNewswire/ -- Sanmina Corporation ("Sanmina" or the "Company") (NASDAQ: SANM), a leading integrated manufacturing solutions company, today reported financial results for the third quarter ended June 27, 2026 and outlook for its fourth fiscal quarter ending October 3, 2026.
SANM is expected to post stronger fiscal Q3 results as AI-driven demand and production ramps lift revenues despite pricing and macro headwinds.
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