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SANM · Sanmina Corp

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$158.31 -6.17 (-3.75%) At close · Nov 13
Market Cap
$8.48B
Shares
53.60M
Volume · Nov 13 1.15M Avg daily vol (3M) 768.49K

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$158.31 Open$164.19 Day$150.51–164.19 52W close$122.86–282.72 Avg vol 30d963K Short int1.5M · 2.9% of shares · 1.9d Short vol52% Last earningsNov 9, 2026 DataJan 2020–Nov 2026 Filing10-Q · Jul 27

Up next

Jan 25, 2027 Est · unconfirmed · in 10 wks

Latest documents

2026
Nov 9
Current report 8-K Events of Oct 27
Revenue reaches $14.53 billion as debt extends to 2031

Sanmina reported fiscal 2026 revenue of $14.53 billion and non-GAAP diluted EPS of $13.28. It added $70 million of term loans and extended major facilities to October 28, 2031.

Financial results, Other events
6 source passages
Sanmina Corporation (“Sanmina” or the “Company”) (NASDAQ: SANM), a leading integrated manufacturing solutions company, today reported financial results for the fourth quarter ended October 3, 2026 and outlook for its first fiscal quarter ending January 2, 2027. Sanmina Reports Fourth Quarter and Fiscal 2026 Financial Results •Revenue: $14.53 billion •Non-GAAP(1) diluted EPS: $13.28 provide for $70 million of incremental term A loans (the “Incremental Term A-1 Loans”), which were funded in full on the effective date of Amendment No. 5 extend the maturity date of the $1.5 billion revolving credit facility, the Term Loan A Facility and the $600 million delayed draw term loan A facility (the “Delayed Draw Facility”) to October 28, 2031 Open the document at this passage
Jul 27
Quarterly report 10-Q FY2026 Q3, ended Jun 27
Quarterly report for FY2026 Q3 AI summary on its way
Revenue $3.46B ▲ 69.7% Net income $117.13M ▲ 70.7% Diluted EPS $2.12 ▲ 68.3%
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$12.76B
Trailing 12 months
Net income (TTM)
$308.13M
Trailing 12 months
Revenue growth YoY
+69.7%
Year over year
Operating margin
4.2%
Trailing 12 months
P / E (TTM)
28.3
Trailing earnings · reciprocal yield 3.5%
FCF yield
7.0%
TTM · current market cap
Return on invested capital
12.3%
Trailing 12 months
Net cash
−$327.37M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+1.2%
Year over year · more shares
Price change (1Y)
+2.4%
Trailing year
Short interest
2.9%
Latest settlement · 1.9 days to cover
View all 125 metrics

AI Brief

Q2 FY26 earnings call · Apr 27, 2026
Q2 FY26

TL;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).

Bullish
  • + Board authorized an additional $600M in share repurchases
Bearish
  • − 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 advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Weak Sentiment Bullish Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Neutral
50 / 200-day cross Death cross
Price vs 200-day avg −17%
below
Price vs 50-day avg −17%
below
RSI (14) 44
neutral
MACD trend Positive
52-week position 22%
mid-range
Volume (OBV) Bullish div.
accumulating
Momentum
relative strength
Weak
1-month return −10%
trailing
6-month return −39%
trailing
YTD return +5%
this year
Relative strength −40%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) Death cross
50d $190 › 200d $191 — 200d above 50d
Institutional flow Accumulating
517 of 581 funds reported for Sep 30 · net +1.2M sh shares · +74 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
2.87% of shares out · ▼ -8.3% MoM · 1.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
581 holders — near 3-yr high, broad support
Squeeze score 45
elevated · 0–100
Fundamentals
Excellent
Revenue growth +18%
Y/Y
Gross margin 9%
contracting
EPS growth +14%
Y/Y
Free cash flow $473.3M
Valuation P/E 28.3
below peers
Buyback $600.0M
remaining
Balance sheet $625.8M
net cash
Quant / Vol
risk profile
Very High
Volatility 70%
annualized · 1-yr
Max drawdown −54%
past year
ATR 8.4%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 7 of last 8
Latest guidance · from the Earnings Call filed Jul 27, 2026
long term
Non-GAAP operating margin Non-GAAP 6% – 7%
fiscal 2027
Samina business revenue (doubling implied to $16 billion) $16B
Previous outlook earlier release · from the Earnings Call filed Apr 27, 2026

Still-open targets the latest release did not restate under the same label.

Revenue · fiscal year 2027 at least $16B
Prior guidance period ended · from the 8-K filed Jul 27, 2026
Revenue · Fourth Quarter Fiscal 2026 Outlook $3.3B – $3.6B
Non-GAAP operating margin · Fourth Quarter Fiscal 2026 Outlook 7.5% – 8%
Non-GAAP diluted EPS · Fourth Quarter Fiscal 2026 Outlook $3.05 – $3.35
Revenue · Fiscal 2026 Outlook $14B – $14.3B
Non-GAAP operating margin · Fiscal 2026 Outlook 6.85% – 7.25%
Non-GAAP diluted EPS · Fiscal 2026 Outlook $11.90 – $12.20
Guided vs delivered · last 8 settled
Revenue third fiscal quarter ending June 27, 2026
guided $3.2B – $3.5B
$3.46B In line
Revenue second fiscal quarter ending March 28, 2026
guided $3.1B – $3.4B
$4.01B Beat +23.5%
Revenue first quarter ending December 27, 2025
guided $2.9B – $3.2B
$3.19B In line
Revenue fiscal fourth quarter ending September 28, 2024
guided $1.9B – $2B
$2.02B Beat +3.5%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
3 · 2 · 2
50 / 200-day cross
Death cross Bearish
Price vs 200-day avg
−17% Bearish
Price vs 50-day avg
−17% Bearish
RSI (14)
44 Neutral
MACD trend
Positive Bullish
52-week position
22% Neutral
Volume (OBV)
Bullish div. Bullish
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) Death cross
50d $190 › 200d $191 — 200d above 50d
Institutional flow Accumulating
517 of 581 funds reported for Sep 30 · net +1.2M sh shares · +74 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
2.87% of shares out · ▼ -8.3% MoM · 1.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
581 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $123 Now $158 · 22% Range high $283
vs 200-day avg -17% vs 50-day avg -17% 50-day below 200-day death cross

Illustrative 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
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SANM
Sanmina Corp
this stock
$8.48B +5.5% +17.5% 28.3 2.9%
APH
Amphenol Corp
$193.17B — +51.7% 34.1 1.1%
GLW
Corning Inc
$98.27B +30.3% +19.1% 46.4 1.9%
TEL
TE Connectivity plc
$62.02B -4.9% +15.2% 19.6 2.0%
MRAAF
Murata Manufacturing Co., Ltd.
$57.31B +41.0% — — 0.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
591
% held
97.6%
Reported
517 of 581
Top holder
FMR LLC
Held Float
View
Held by Funds
Fund positions
543
View
Short & Settlement
Short Interest Falling
Shares short
1.5M
Days to cover
1.9d
Change
-139.1K sh
View
Short Volume
Short vol %
52%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
7
Value
$1.4K
As of
Aug 31, 2026
View
Off-Exchange
Off-exchange %
44.1%
Week of
Oct 5, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$8.1B
Net income (FY)
$245.9M
EPS diluted
$4.46
View
Buybacks
Authorized
$600.0M
Remaining
$600.0M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Nov 9, 2026
This year
15

Sanmina reported fiscal 2026 revenue of $14.53 billion and non-GAAP diluted EPS of $13.28. It added $70 million of term loans and extended major facilities to October 28, 2031.

View
Proposed Sales
Value
$24.1K
Shares
120
Filed
Sep 17, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 9, 2026
View
Investor Relations
Latest news
Sanmina Reports Fourth Quarter an…
Published
Nov 9, 2026
View

Performance

5D 20D 120D MTD YTD
SANM +17.6% -9.9% -39.1% -4.4% +5.5%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +15.0% -8.7% -39.6% -4.2% -5.1%

Capital returns

Buyback program · as of Jun 27, 2026
Authorized
$600.00M
Spent (derived)
$0
Remaining
$600.00M
Spent Remaining

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.

Key facts CIK 897723 CUSIP 801056102 13F (30d) 449 filings 410 filers Visit website Investor relations