SANM · Sanmina Corp
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Apr 27, 2026TL;DR. Sanmina reported Q2 FY26 revenue of $4.01B (exceeding outlook), non-GAAP operating margin of 6.4% and EPS of $3.16, driven by accelerated compute shipments and ZT Systems strength. Management raised confidence in achieving $16B+ revenue in FY27, announced an additional $600M share repurchase authorization, and noted strong bookings (book-to-bill above 1.1).
- + Board authorized an additional $600M in share repurchases
- − CPS gross margin fell 230 basis points year-over-year due to new-program investments and component shortages
- − Industrial & Energy, Medical, Defense & Aerospace, Automotive & Transportation revenue was flat, with industrial expected slightly down
- − Ongoing material/component shortages constrained shipments and could continue into FY27
- − Net leverage ratio of 0.56x is below long-term target range of 1.0x-2.0x, expected to rise as inventory builds
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SANM
this stock
Sanmina Corp
|
$12.05B | +48.4% | +17.5% | 40.2 | 3.4% |
|
APH
Amphenol Corp /De/
|
$416.11B | — | +51.7% | 84.6 | 0.6% |
|
GLW
Corning Inc /Ny
|
$135.01B | +81.3% | +19.1% | 71.9 | 2.0% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$93.18B | +132.8% | — | — | 0.1% |
|
TEL
TE Connectivity plc
|
$63.28B | -6.6% | +8.9% | 21.4 | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SANM | +3.2% | +13.2% | +59.3% | +13.2% | +48.4% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | +4.4% | +13.6% | +46.2% | +13.6% | +36.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.