SANM
Sanmina·NASDAQ
--
--(--)
--
--(--)
SANM fundamentals
Sanmina (SANM) released its earnings on Jan 26, 2026: revenue was 3.19B (YoY +59.00%), beat estimates; EPS was 2.38 (YoY +65.28%), beat estimates.
Revenue / YoY
3.19B
+59.00%
EPS / YoY
2.38
+65.28%
Report date
Jan 26, 2026
SANM Earnings Call Summary for Q1,2026
- Revenue Beat: $3.19B (59% YoY), driven by ZT Systems ($1.96B) and core Sanmina growth.
- Margin Expansion: 6% operating margin, targeting 7%+ with AI vertical integration.
- ZT Systems Momentum: 50% of ZT revenue from AMD, 2026 run rate $5.7B+.
- Cash Strength: $1.42B cash, $92M free cash flow, $79M share buybacks.
- 2027 AI Vision: $16+ billion in AI revenue, Houston factory for energy transformers.
EPS
Revenue
Revenue & Expenses
SANM has released its 2026 Q1 earnings report, with revenue of 3.19B, reflecting a YoY change of 58.98%, and net profit of 51.76M, showing a YoY change of -26.99%. The Sankey diagram below clearly presents SANM's revenue sources and cost distribution.
Key Indicators
Sanmina (SANM) key financial stats and ratios, covering profitability, financial health, and leverage.
Sanmina (SANM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
Trend
Breakdown
Sanmina (SANM)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
Trend
Breakdown
Sanmina (SANM)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
Trend
Breakdown
Where does Sanmina (SANM) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:
Track Sanmina (SANM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What factors drove the changes in Sanmina's revenue and profit?What is the revenue and EPS growth rate for Sanmina year over year?What were the key takeaways from Sanmina’s earnings call?What is Sanmina's gross profit margin?What does Sanmina do and what are its main business segments?What is the market's earnings forecast for Sanmina next quarter?Did Sanmina beat or miss consensus estimates last quarter?What guidance did Sanmina's management provide for the next earnings period?
