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Sanmina Corporation

SANM

Last
$217.49
Day
+3.3%
1y
+61.5%
5y
+441.1%
52w
-27.1%
SPY YTD
+13.3%
XLK
+37.1%
Earnings
2026-11-0222d
EMA 21
214.50
EMA 50
210.38
EMA 200
190.76
20d high
-9.5%
5y high
-27.1%
5y range
69th
Website · 35,000 employees · United States

Positions held

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Score
28
Hold
swing
Signal
Buy
Target
$240.99
Stop
$195.22
Stop distance
10.2%
Target vs last
+10.8%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • Sanmina Corporation is well-positioned in the electronic components industry, benefiting from a strong revenue growth rate of 69.7% year-over-year, indicating robust demand for its products.
  • In the latest quarter, Sanmina reported a gross margin of 10.5%, up from 8.8% in the previous quarter, showcasing improved operational efficiency.
  • The company's operating margin expanded to 7% in the most recent quarter, reflecting effective cost management and a positive trend in profitability.
Bear case
  • Despite strong revenue growth, Sanmina has a high debt-to-equity ratio of 88.16, which may pose risks in a rising interest rate environment.
  • The company's free cash flow is negative at -$222.2 million, indicating potential liquidity issues that could affect future investments.
  • Sanmina's trailing P/E ratio of 40.8 suggests that the stock may be overvalued compared to its earnings growth potential.

Fundamentals

Market cap$11.28BEnterprise value$12.06BTrailing P/E37.65Forward P/E15.12
PEG0.75Price / book4.41Beta1.61Dividend yield0.00%
Revenue growth69.7%Earnings growth68.3%Gross margin9.0%Operating margin7.0%
Profit margin2.4%ROE12.5%ROA5.9%Debt / equity0.88
Current ratio1.78Free cash flow-$222.22MAnalyst recommendationnoneMean target$260.00
52w high$288.6852w low$118.10

Quarterly

2026-Q22026-Q12025-Q42025-Q32025-Q22025-Q1
Revenue$3.5B$4.0B$3.2B$2.1B$2.0B—
Op margin7.0%5.7%3.7%5.2%5.1%—
Net income$117M$93.6M$49.3M$48.1M$68.6M—
Gross margin10.5%8.8%7.6%9.1%8.9%—
Gross profit$363M$354M$242M$191M$181M—
Operating income$244M$230M$118M$109M$103M—
  • Revenue -14% vs prior quarter ($3.5B vs $4.0B).
  • Gross margin 10.5% (was 8.8% prior quarter).
  • Operating margin expanded to 7%.

Yearly (6y)

2025202420232022
Revenue$8.1B$7.6B$8.9B$7.9B
Op margin4.9%4.6%5.2%4.5%
Net income$246M$223M$310M$240M
Gross margin8.8%8.5%8.3%7.9%
Gross profit$716M$640M$743M$622M
Operating income$395M$346M$462M$356M
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

SANM · daily-2.5% over 13 sessions
Close EMA21 EMA50 EMA200
204.43211.78219.13226.49233.842026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
$0M$1.0B$2.0B$3.0B$4.0B0%5%10%2025-Q22025-Q32025-Q42026-Q12026-Q2