SANM · Sanmina Corp · Earnings Call Transcripts & Audio
$215.24
+0.33 (+0.15%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$12.05B
Shares
53.60M
Volume · Sep 30
898.3K
Avg daily vol (3M)
703.5K
Sanmina Corp Earnings Call Transcripts
Quarterly earnings calls for Sanmina Corp (SANM), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼11.5%
$1.65B
$55.92M
'21 Q4
21-11-08
▲0%
$1.76B
$56.18M
'22 Q1
22-01-31
▲14.1%
$1.92B
$48.62M
'22 Q2
22-05-02
▲22.4%
$2.02B
$77.22M
'22 Q3
22-08-01
▲34.8%
$2.22B
$58.36M
'22 Q4
23-01-30
▲21.1%
$2.32B
$79.62M
'23 Q2
23-07-31
▼7.8%
$2.05B
$61.84M
'23 Q4
24-01-29
▼20.4%
$1.87B
$57.07M
'24 Q1
24-04-29
▼20.9%
$1.83B
$52.48M
'24 Q2
24-07-29
▼1.7%
$2.02B
$61.38M
'24 Q4
25-01-27
▲7%
$2.01B
$65.00M
'25 Q1
25-04-28
▲8.1%
$1.98B
$64.21M
'25 Q2
25-07-28
▲3.9%
$2.10B
$48.07M
'25 Q4
25-11-03
▲59%
$3.19B
$49.29M
'26 Q1
26-01-26
▲102.3%
$4.01B
$93.65M
'26 Q2
26-04-27
LATEST
▲69.7%
$3.46B
$117.13M
'26 Q3
26-07-27
Earnings call
FY26 · Q3
2026-07-27
Sanmina Corp (SANM) Q3 2026 Earnings Call Transcript
Confident tone
ZT Systems / accelerated compute
Capacity investments paying off (CPS)
Margin expansion and profitability
Revenue
$3.46B
▲ 69.7% YoY Diluted EPS
$2.12
▲ 68.3% YoY Gross margin
10.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-04-27
Sanmina Corp (SANM) Q2 2026 Earnings Call Transcript
Confident tone
ZT Systems Business / AI Infrastructure
Capacity Expansion
Core Sanmina Growth
Revenue
$4.01B
▲ 102.3% YoY Diluted EPS
$1.70
▲ 46.6% YoY Gross margin
8.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-01-26
Sanmina Corp (SANM) Q1 2026 Earnings Call Transcript
Confident tone
Strong Q1 Financial Performance
Cloud and AI Infrastructure
ZT Systems Integration and Growth
Revenue
$3.19B
▲ 59% YoY Diluted EPS
$0.89
▼ 23.3% YoY Gross margin
7.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-11-03
Sanmina Corp (SANM) Q4 2025 Earnings Call Transcript
Confident tone
ZT Systems acquisition
AI and cloud growth
Communication networks end market
Revenue
$2.10B*
▲ 3.9% YoY Gross margin
9.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q2
2025-07-28
Sanmina Corp (SANM) Q2 2025 Earnings Call Transcript
Confident tone
End market growth and diversification
Tariffs and supply chain agility
Capacity expansion and geographic flexibility
Revenue
$1.98B
▲ 8.1% YoY Diluted EPS
$1.16
▲ 24.7% YoY Gross margin
8.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-28
Sanmina Corp (SANM) Q1 2025 Earnings Call Transcript
Confident tone
Financial Results / Outlook
Defense & Aerospace Investment
Cloud Infrastructure & Hyperscale
Revenue
$2.01B
▲ 7% YoY Diluted EPS
$1.16
▲ 18.4% YoY Gross margin
8.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-27
Sanmina Corp (SANM) Q4 2024 Earnings Call Transcript
Confident tone
FY2024 as transition year
AI opportunities
Inventory and cash conversion improvement
Revenue
$2.02B*
▼ 1.7% YoY Gross margin
8.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q2
2024-07-29
Sanmina Corp (SANM) Q2 2024 Earnings Call Transcript
Positive tone
Revenue guidance and outlook
Gross margin and operating margin outlook
Cash conversion cycle / working capital
Revenue
$1.83B
▼ 20.9% YoY Diluted EPS
$0.93
▼ 30.1% YoY Gross margin
8.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-29
Sanmina Corp (SANM) Q1 2024 Earnings Call Transcript
Positive tone
Second-half growth recovery expectations
New CFO transition
Balance sheet strength and capital allocation
Revenue
$1.87B
▼ 20.4% YoY Diluted EPS
$0.98
▼ 36.4% YoY Gross margin
8.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-29
Sanmina Corp (SANM) Q4 2023 Earnings Call Transcript
Positive tone
Customer inventory adjustments in communications end market
FY23 strong financial results and margin expansion
Capacity expansion and growth investments
Revenue
$2.05B*
▼ 7.8% YoY Gross margin
8.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q2
2023-07-31
Sanmina Corp (SANM) Q2 2023 Earnings Call Transcript
Revenue
$2.32B
▲ 21.1% YoY Diluted EPS
$1.33
▲ 75% YoY Gross margin
8.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-30
Sanmina Corp (SANM) Q4 2022 Earnings Call Transcript
Revenue
$2.22B
▲ 34.8% YoY Diluted EPS
$0.98
▲ 18.1% YoY Gross margin
7.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-08-01
Sanmina Corp (SANM) Q3 2022 Earnings Call Transcript
Revenue
$2.02B
▲ 22.4% YoY Diluted EPS
$1.25
▼ 27.7% YoY Gross margin
8.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-05-02
Sanmina Corp (SANM) Q2 2022 Earnings Call Transcript
Revenue
$1.92B
▲ 14.1% YoY Diluted EPS
$0.76
▲ 81% YoY Gross margin
7.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-01-31
Sanmina Corp (SANM) Q1 2022 Earnings Call Transcript
Revenue
$1.76B
▲ 0% YoY Diluted EPS
$0.85
▲ 14.9% YoY Gross margin
8.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-11-08
Sanmina Corp (SANM) Q4 2021 Earnings Call Transcript
Revenue
$1.65B
▼ 11.5% YoY Diluted EPS
$0.83
Gross margin
7.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-08-02
Sanmina Corp (SANM) Q3 2021 Earnings Call Transcript
Revenue
$1.65B
▼ 0.1% YoY Diluted EPS
$1.73
▲ 170.3% YoY Gross margin
8.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-05-03
Sanmina Corp (SANM) Q2 2021 Earnings Call Transcript
Revenue
$1.68B
▲ 5.5% YoY Diluted EPS
$0.42
▲ 500% YoY Gross margin
7.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-02-02
Sanmina Corp (SANM) Q1 2021 Earnings Call Transcript
Revenue
$1.76B
▼ 4.6% YoY Diluted EPS
$0.74
▲ 39.6% YoY Gross margin
8.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-11-10
Sanmina Corp (SANM) Q4 2020 Earnings Call Transcript
Revenue
$1.86B*
▼ 1.4% YoY Gross margin
7.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-07-31
Sanmina Corp (SANM) Q3 2020 Earnings Call Transcript
Revenue
$1.65B
▼ 18.4% YoY Diluted EPS
$0.64
▲ 6.7% YoY Gross margin
7.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-29
Sanmina Corp (SANM) Q2 2020 Earnings Call Transcript
Revenue
$1.59B
▼ 25.2% YoY Diluted EPS
$0.07
▼ 87.7% YoY Gross margin
6.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-27
Sanmina Corp (SANM) Q1 2020 Earnings Call Transcript
Revenue
$1.84B
▼ 15.9% YoY Diluted EPS
$0.53
▼ 1.9% YoY Gross margin
7.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-27
Sanmina Corp (SANM) Q4 2019 Earnings Call
Revenue
$1.89B*
▲ 0.8% YoY Gross margin
7.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–24 of 24 earnings calls
Key facts
CIK
897723
CUSIP
801056102
13F (30d)
13 filings
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