Sanmina Corporation (SANM) Stock: Price, Forecast & Analyst Target
Sanmina Corporation (SANM) — MoonshotScore 66/100 (Strong band), calculated Oct 5, 2026. Price $228.39 (-0.28%), as of the Oct 5, 2026 trading session; market cap $12.2B. Expected results Nov 2, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 6.61× (market value Oct 5, 2026; cash Jun 27, 2026) · expected results Nov 2, 2026
Sanmina Corporation · SANM · NASDAQ · Technology · Hardware, Equipment & Parts
Research dated 2026-09-13: Sanmina is a manufacturing partner for original equipment makers, handling engineering, components, complete systems, logistics, repair, and post-sale support rather than relying on a branded consumer hardware franchise. The case now rests on whether its abrupt expansion can sustain stronger profit and cash generation despite thin manufacturing margins and rising capital intensity.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Sanmina (SANM)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Durable growth, at a cheap price, but a strained balance sheet; the market is already moving on it. Business Quality: Average; Financial Safety: Strained; Valuation: Fair; Growth Durability: Growing; Momentum: Surging.
- quarterly revenue $3.46B (Q3 FY2026, quarter ended Jun 2026)
- EPS beat 8 of 8
- Altman Z 2.66 · Piotroski F 5
Helping: an attractive price, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 66 | Strong | |
| 66 | Strong | |
| 66 | Strong | |
| 66 | Strong | |
| 66 | Strong | |
| 66 | Strong |
The score was 66 in the stored Oct 4, 2026 snapshot and remains 66 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability -1 and Momentum -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $228.39 | |
| Change on the day | -0.28% | |
| 52-week range | $118.10–$288.68 | |
| Market capitalisation | $12.2B | |
| Price / earnings (trailing) | 40.18 | |
| Shares traded on the day | 152.4K | |
| Beta (volatility vs the S&P 500) | 1.6 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
With our results for the third quarter, and our outlook for the fourth, we expect fiscal 2026 revenue to be in the range of $14.0 billion to .3 billion.
Jonathan Faust · Statement from
We expect Core Sanmina revenue to be in the range of $9.1 billion to .2 billion At the midpoint of $9.15 billion on a full-year basis, This represents 12.6% growth.
Jonathan Faust · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Sanmina (SANM): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
0 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read date unavailable · not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the SANM film — every key number, told as a short cinematic story
~2 min · open the film
What is Sanmina (SANM), and what does it report?
Short answer · as of
Sanmina turns customer product designs and production requirements into components, subassemblies, finished systems, and ongoing support.
Research dated 2026-09-13.
Sanmina turns customer product designs and production requirements into components, subassemblies, finished systems, and ongoing support. Demand therefore reflects the programs and production volumes of manufacturers in industrial, healthcare, defense, aviation, automotive, telecommunications, and cloud computing markets.
Integrated Manufacturing Solutions supplies most reported revenue, while Components, Products and Services adds printed circuit boards, backplanes, cable assemblies, enclosures, precision-machined parts, storage, optics, radio-frequency products, microelectronics, and manufacturing software. Revenue measures a broad manufacturing and supply-chain relationship, not merely sales of Sanmina-designed hardware.
What do the latest results show for Sanmina (SANM)?
Short answer · as of
The most recent reported quarter, Q3 FY2026, carried revenue of $3.46B.
Research dated 2026-09-13.
Revenue stepped sharply higher across recent periods, reached a peak in the prior quarter, and then retreated in the latest quarter. Gross profit still increased, operating profit eased only modestly, and net income advanced, indicating that the latest revenue decline did not pass through proportionally to the bottom line. Reported revenue and earnings have also exceeded estimates throughout the disclosed earnings history.
Management expects substantial growth from Core Sanmina and has linked further upside to renewed accelerated-compute activity. It also expects that business mix to settle toward a stated longer-run margin profile, so the operating mechanism is volume growth filtered through mix and manufacturing profitability rather than revenue growth alone.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $3.46B Jun 27, 2026
- Latest quarter · R&D
- $8.27M Jun 27, 2026
- Latest quarter · SG&A
- $109.33M Jun 27, 2026
- Latest quarter · FMP standardized operating result
- $222.72M Jun 27, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 27, 2026 | $3.46B | $8.27M | $109.33M | $222.72M |
| Mar 28, 2026 | $4.01B | $7.99M | $113.55M | $230.39M |
| Dec 27, 2025 | $3.19B | $8.66M | $114.89M | $117.63M |
| Sep 27, 2025 | $2.10B | $8.67M | $73.52M | $78.47M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $3.46B Jul 27, 2026
- Latest report · revenue estimate
- $3.40B Jul 27, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 27, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 27, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 27, 2026 | $3.46B | $3.40B | $3.3100 | $2.7700 |
| Apr 27, 2026 | $4.01B | $3.28B | $3.1600 | $2.4200 |
| Jan 26, 2026 | $3.19B | $3.08B | $2.3800 | $2.1500 |
| Nov 3, 2025 | $2.10B | $2.06B | $1.6700 | $1.5700 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q3 FY2026 | $3.46B | $117M | $2.12 (diluted) |
| Q2 FY2026 | $4.01B | $94M | $1.70 (diluted) |
| Q1 FY2026 | $3.19B | $49M | $0.89 (diluted) |
| Q4 FY2025 | $2.10B | $48M | $0.88 (diluted) |
What are the financial strengths and risks for Sanmina (SANM)?
Short answer
Cash and short-term investments were $1.84B at the Jun 27, 2026 balance-sheet date. Operating cash flow was $124.49M for the quarter ended Jun 27, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Operating cash flow has remained positive throughout the disclosed quarterly series, while cash and short-term investments have climbed markedly. That liquidity provides flexibility, although debt remains greater than cash and investments, leaving Sanmina in a net-debt position rather than a net-cash position.
Capital spending has accelerated and absorbed most of the latest quarter's operating cash flow. With gross, operating, and net margins still thin, weaker customer volumes, unfavorable mix, or underused manufacturing capacity could pressure profit and free cash flow quickly.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $124.49M Jun 27, 2026
- Previous quarter · operating cash flow
- $398.76M Mar 28, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 27, 2026 | $124.49M | −$100.89M |
| Mar 28, 2026 | $398.76M | −$56.71M |
| Dec 27, 2025 | $178.73M | −$86.84M |
| Sep 27, 2025 | $199.08M | −$62.47M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Sanmina (SANM)?
Short answer · as of
The next earnings report is expected on Nov 2, 2026.
Research dated 2026-09-13.
Watch whether revenue stabilizes after falling from the prior-quarter peak, and whether gross profit can remain resilient if sales do not immediately regain that level. Operating profit and diluted earnings will reveal whether recent bottom-line improvement reflects a durable earnings structure.
Cash conversion deserves equal attention because capital spending has risen much faster than earlier in the series. The scheduled earnings release should also clarify formal guidance, the pace of Core Sanmina growth, and whether accelerated compute is beginning to contribute as management anticipates.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
With our results for the third quarter, and our outlook for the fourth, we expect fiscal 2026 revenue to be in the range of $14.0 billion to .3 billion.
Jonathan Faust ·
We expect Core Sanmina revenue to be in the range of $9.1 billion to .2 billion At the midpoint of $9.15 billion on a full-year basis, This represents 12.6% growth.
Jonathan Faust ·
Based on what is in front of us, we are more confident than ever in our ability to achieve revenue of $16 billion-plus in 2027, and we believe we are setting a strong foundation for future growth beyond that.
Jonathan Faust ·
But it will ramp down a little bit over time Longer term, as we look ahead, you know, much like Gary and I have communicated before, you know, we would still expect margin to be in that 6% to 7% range So as we start to see growth come back on the accelerated compute side, you know, we think we will be, no real change to that profile yet, but more to come when we announce our results at the end of the fiscal year and guide fiscal 2027 formally.
Jonathan Faust ·
How does Sanmina compare with its peers?
Short answer
Sanmina's score ranks 6th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Sanmina spans more of the manufacturing chain than an assembler confined to board population and final build. Its offering reaches from product engineering and prototyping through proprietary components, complete systems, direct shipping, repair, and manufacturing software.
Integrated Manufacturing Solutions nevertheless remains the economic center of the company. The specialized component and product portfolio broadens what Sanmina can supply within an original equipment maker's program, but consolidated economics still resemble a high-volume manufacturing business: large sales, thin margins, meaningful working capital, and rising capital expenditure.
| Company | Price | Market value | Score |
|---|---|---|---|
| $305.61 Oct 5, 2026 | $13.9B | 80 5-pillar Oct 5, 2026 | |
| $64.37 Oct 5, 2026 | $10.7B | 77 5-pillar Oct 5, 2026 | |
| $300.94 Oct 5, 2026 | $31.5B | 73 5-pillar Oct 5, 2026 | |
| $271.92 Oct 5, 2026 | $7.04B | 71 5-pillar Oct 5, 2026 | |
| $619.64 Oct 5, 2026 | $28.7B | 69 5-pillar Oct 5, 2026 | |
| Sanmina (SANM) — this page | $228.39 | $12.2B | 66 |
| $150.61 Oct 5, 2026 | $5.36B | 65 5-pillar Oct 5, 2026 | |
| $273.18 Oct 5, 2026 | $7.31B | 64 5-pillar Oct 5, 2026 | |
| $43.17 Oct 5, 2026 | $6.34B | 63 5-pillar Oct 5, 2026 | |
| $133.14 Oct 5, 2026 | $14.0B | 62 5-pillar Oct 5, 2026 | |
| $451.42 Oct 5, 2026 | $11.6B | 62 5-pillar Oct 5, 2026 | |
| $57.38 Oct 5, 2026 | $17.5B | 61 5-pillar Oct 5, 2026 | |
| $453.84 Oct 5, 2026 | $16.3B | 60 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $62.00 – $200.00
- Consensus target
- $131.00
- Median target
- $131.00
Consensus record · Captured .
Measured against a quoted price of $228.39 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 17, 2026
- Transactions
- 14
- Identified insiders
- 7
- Purchases
- 0
- Sales
- 13
- Other transactions
- 1
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 94.1% Period end Jun 30, 2026
- Previous quarter · ownership
- 98.0% Prior to period end Jun 30, 2026
- Reporting holders
- 599 Period end Jun 30, 2026
- Previous quarter · holders
- 479 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Fmr LLC | 8,032,556 |
| Blackrock, INC. | 5,495,109 |
| Vanguard Portfolio Management LLC | 3,051,029 |
| Vanguard Capital Management LLC | 2,327,693 |
| Invesco Ltd. | 2,166,769 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What Investors Ask About Sanmina (SANM) — Technology
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What does Sanmina's Integrated Manufacturing Solutions segment sell?
Integrated Manufacturing Solutions provides engineering, assembly, testing, complete-system production, logistics, supply-chain management, repair, and post-sale support for original equipment makers. It is the dominant contributor to Sanmina's reported revenue.
What belongs in Sanmina's Components, Products and Services business?
The portfolio includes printed circuit boards, backplanes, cable assemblies, molded parts, enclosures, precision-machined components, storage, optics, radio-frequency products, microelectronics, defense and aerospace products, and manufacturing software. This gives Sanmina component-level content alongside its broader manufacturing relationships.
What would renewed accelerated-compute growth mean for Sanmina?
Management has identified renewed accelerated-compute growth as a contributor to future expansion while maintaining its longer-run margin expectations. The important test is whether additional volume lifts operating profit and cash generation without requiring capital spending to consume the gain.
Why can Sanmina's revenue expand faster than its profit margins?
Sanmina processes substantial customer manufacturing volume while retaining only a thin portion as operating profit. Product mix, factory utilization, and the balance between manufacturing services and specialized components therefore matter as much as the headline sales level.
What is the SANM stock price today?
The last price recorded on this page for Sanmina Corporation (SANM) is $228.39, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the SANM price target?
The analyst consensus price target for Sanmina Corporation (SANM) is $131.00 (range $62.00 to $200.00, median $131.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (83 figures)
The 83 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Jonathan Faust (Jul 27, 2026): With our results for the third quarter, and our outlook for the fourth, we expect fiscal 2026 revenue to be in the range of $14.0 billion to .3 billion. Jonathan Faust (Jul 27, 2026): We expect Core Sanmina revenue to be in the range of $9.1 billion to .2 billion At the midpoint of $9.15 billion on a full-year basis, This represents 12.6% growth. Jonathan Faust (Jul 27, 2026): Based on what is in front of us, we are more confident than ever in our ability to achieve revenue of $16 billion-plus in 2027, and we believe we are setting a strong foundation for future growth beyond that. Jonathan Faust (Jul 27, 2026): But it will ramp down a little bit over time Longer term, as we look ahead, you know, much like Gary and I have communicated before, you know, we would still expect margin to be in that 6% to 7% range So as we start to see growth come back on the accelerated compute side, you know, we think we will be, no real change to that profile yet, but more to come when we announce our results at the end of the fiscal year and guide fiscal 2027 formally. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | SAN Jose, CA | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "2700 North First Street, San Jose, CA, 95134, US". |
FMP — 74 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 2, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $228.39 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T16:34:50.801Z. | |
px.change | Change on the day | -0.28% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $12.2B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T16:34:36.000Z. Captured from FMP at 2026-10-05T16:34:46.788Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.6516 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q3 FY2026 | $3.46B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $118.10–$288.68 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 40.18 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 152.4K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.6 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Jure Sola | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 35,000 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $6.74B, net result $249.55M; FY2022 revenue $7.92B, net result $240.38M; FY2023 revenue $8.94B, net result $309.97M; FY2024 revenue $7.57B, net result $222.54M; FY2025 revenue $8.13B, net result $245.89M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | IMS $6.51B · CPS Third Party Revenue $1.62B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 9.0% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-27.revenue_k | Revenue — period end 2026-06-27 | $3.46B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-27.rd_k | R&D — period end 2026-06-27 | $8.27M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-27.sga_k | SG&A — period end 2026-06-27 | $109.33M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-27.operating_result_k | FMP standardized operating result — period end 2026-06-27 | $222.72M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.revenue_k | Revenue — period end 2026-03-28 | $4.01B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.rd_k | R&D — period end 2026-03-28 | $7.99M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.sga_k | SG&A — period end 2026-03-28 | $113.55M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.operating_result_k | FMP standardized operating result — period end 2026-03-28 | $230.39M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.revenue_k | Revenue — period end 2025-12-27 | $3.19B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.rd_k | R&D — period end 2025-12-27 | $8.66M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.sga_k | SG&A — period end 2025-12-27 | $114.89M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.operating_result_k | FMP standardized operating result — period end 2025-12-27 | $117.63M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.revenue_k | Revenue — period end 2025-09-27 | $2.10B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.rd_k | R&D — period end 2025-09-27 | $8.67M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.sga_k | SG&A — period end 2025-09-27 | $73.52M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.operating_result_k | FMP standardized operating result — period end 2025-09-27 | $78.47M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-27.revenue_actual | Revenue · reported — report date 2026-07-27 | $3.46B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-27.revenue_estimated | Revenue · estimate — report date 2026-07-27 | $3.40B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-27.eps_actual | EPS · reported — report date 2026-07-27 | $3.3100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-27.eps_estimated | EPS · estimate — report date 2026-07-27 | $2.7700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-27.revenue_actual | Revenue · reported — report date 2026-04-27 | $4.01B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-27.revenue_estimated | Revenue · estimate — report date 2026-04-27 | $3.28B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-27.eps_actual | EPS · reported — report date 2026-04-27 | $3.1600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-27.eps_estimated | EPS · estimate — report date 2026-04-27 | $2.4200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-26.revenue_actual | Revenue · reported — report date 2026-01-26 | $3.19B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-26.revenue_estimated | Revenue · estimate — report date 2026-01-26 | $3.08B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-26.eps_actual | EPS · reported — report date 2026-01-26 | $2.3800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-26.eps_estimated | EPS · estimate — report date 2026-01-26 | $2.1500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-03.revenue_actual | Revenue · reported — report date 2025-11-03 | $2.10B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-03.revenue_estimated | Revenue · estimate — report date 2025-11-03 | $2.06B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-03.eps_actual | EPS · reported — report date 2025-11-03 | $1.6700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-03.eps_estimated | EPS · estimate — report date 2025-11-03 | $1.5700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q3 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $1.84B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $124.49M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-27. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $18.52M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $2.43B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 4.82× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-27.operating_cash_flow_m | Operating cash flow — period end 2026-06-27 | $124.49M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-28.operating_cash_flow_m | Operating cash flow — period end 2026-03-28 | $398.76M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-27.capex_m | Capital expenditure (reported) — period end 2026-06-27 | −$100.89M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-28.capex_m | Capital expenditure (reported) — period end 2026-03-28 | −$56.71M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-27.operating_cash_flow_m | Operating cash flow — period end 2025-12-27 | $178.73M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-27.capex_m | Capital expenditure (reported) — period end 2025-12-27 | −$86.84M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-27.operating_cash_flow_m | Operating cash flow — period end 2025-09-27 | $199.08M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-27.capex_m | Capital expenditure (reported) — period end 2025-09-27 | −$62.47M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $62.00 – $200.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $131.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $131.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 14 transactions · 0 purchases, 13 sales, 1 other transactions · 7 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 17, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 94.1% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 98.0% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 599 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 479 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Fmr LLC — shares in provider snapshot | 8,032,556 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Blackrock, INC. — shares in provider snapshot | 5,495,109 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 3,051,029 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Capital Management LLC — shares in provider snapshot | 2,327,693 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Invesco Ltd. — shares in provider snapshot | 2,166,769 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 8 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-10 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 2.66 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 6.61× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $1.84B at Jun 27, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-27. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-07-27.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($3.46B) with the recorded estimate ($3.40B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-27.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($3.3100) with the recorded estimate ($2.7700) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 66 of 100 · Strong · pillars 51 / 35 / 73 / 78 / 87 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 66 (stored snapshot Oct 4, 2026) → 66 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-27. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-27.revenue_k,fin.q_table.depth.2026-06-27.rd_k,fin.q_table.depth.2026-06-27.sga_k,fin.q_table.depth.2026-06-27.operating_result_k,fin.q_table.depth.2026-03-28.revenue_k,fin.q_table.depth.2026-03-28.rd_k,fin.q_table.depth.2026-03-28.sga_k,fin.q_table.depth.2026-03-28.operating_result_k,fin.q_table.depth.2025-12-27.revenue_k,fin.q_table.depth.2025-12-27.rd_k,fin.q_table.depth.2025-12-27.sga_k,fin.q_table.depth.2025-12-27.operating_result_k,fin.q_table.depth.2025-09-27.revenue_k,fin.q_table.depth.2025-09-27.rd_k,fin.q_table.depth.2025-09-27.sga_k,fin.q_table.depth.2025-09-27.operating_result_k. - Earnings-history note. Source series as of 2026-07-27. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-27.revenue_actual,earn.history.depth.2026-07-27.revenue_estimated,earn.history.depth.2026-07-27.revenue_actual.comparison,earn.history.depth.2026-07-27.eps_actual.comparison,earn.history.depth.2026-07-27.eps_actual,earn.history.depth.2026-07-27.eps_estimated,earn.history.depth.2026-04-27.revenue_actual,earn.history.depth.2026-04-27.revenue_estimated,earn.history.depth.2026-04-27.eps_actual,earn.history.depth.2026-04-27.eps_estimated,earn.history.depth.2026-01-26.revenue_actual,earn.history.depth.2026-01-26.revenue_estimated,earn.history.depth.2026-01-26.eps_actual,earn.history.depth.2026-01-26.eps_estimated,earn.history.depth.2025-11-03.revenue_actual,earn.history.depth.2025-11-03.revenue_estimated,earn.history.depth.2025-11-03.eps_actual,earn.history.depth.2025-11-03.eps_estimated. - Cash-flow note. Source series as of 2026-06-27. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-27.operating_cash_flow_m,fin.opcf.depth.2026-03-28.operating_cash_flow_m,fin.opcf.depth.2026-06-27.capex_m,fin.opcf.depth.2026-03-28.capex_m,fin.opcf.depth.2025-12-27.operating_cash_flow_m,fin.opcf.depth.2025-12-27.capex_m,fin.opcf.depth.2025-09-27.operating_cash_flow_m,fin.opcf.depth.2025-09-27.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Sanmina Corporation delivers comprehensive manufacturing services, encompassing components, finished goods, repair, supply chain management, and post-sale support on a global scale. Its operations are structured into two principal divisions: Integrated Manufacturing Solutions, and Components, Products and Services. The company's extensive service portfolio includes product ideation and engineering – from initial concept development and detailed design to prototyping, validation, pre-production, manufacturing readiness, and ultimate product industrialization. Furthermore, Sanmina provides assembly and testing, direct order shipping and logistics, post-market product maintenance and assistance, and end-to-end supply chain oversight. It also undertakes the production of individual components, subassemblies, and complete systems. Beyond these services, Sanmina offers a range of specialized products like interconnect systems (e.g., printed circuit boards, backplanes, cable assemblies, plastic injection molded parts), mechanical systems (such as custom enclosures and precision-machined components), advanced solutions in memory, storage, radio frequency, optics, and microelectronics, along with defense and aerospace-specific items, and cloud-enabled manufacturing execution software. The company primarily caters to original equipment manufacturers across diverse sectors, including industrial, healthcare, defense and aviation, automotive, telecommunications, and cloud computing. Established in 1980, Sanmina Corporation maintains its corporate headquarters in San Jose, California. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | IMS: $6.51B; CPS Third Party Revenue: $1.62B | 2025-09-27 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Trailing twelve-month ratio set | Quick ratio: 1.06; Current ratio: 1.78; Debt to equity: 0.95; Net margin: 2.4%; Gross margin: 9%; Operating margin: 5.1%; Return on assets: 3.2%; Return on equity: 12.6% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-09-27 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-27 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-27 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
At most 3 analysts contributed — treat this as thin coverage, not a consensus. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Cash, investments and debt | Total debt: $2.43B; Liquidity basis: cash and short-term investments; Total liabilities: $6.98B; Cash and short-term investments: $1.84B; Cash and investments: $1.86B; Long-term investments: $18.52M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $1.86B; Cash and short-term investments: $1.84B; Long-term investments: $18.50M; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-27 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-06-27; Cash basis: cash and short-term investments; Net cash: -$588.00M; Total debt: $2.43B; Cash and investments: $1.84B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-27 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Distress and quality screens | Altman Z-score: 2.6; Piotroski F-score: 5 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-11-02; EPS estimate: $3.26 per share; Revenue estimate: $3.48B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Most recent periodic reports | 2026-07-27 | OFFICIAL | SEC EDGAR filer submissions |
Data provided for informational purposes only.