SANM · Sanmina Corporation
Sanmina Corp (SANM)
What's happening
- SANM is up 1.59% today, trading at $172.18. — Live quote
- Volume today (28,868) is well below its 3-month average of 891,880. (Finnhub fundamentals)
- Reports earnings on 2026-11-09, 18 days away. (Finnhub earnings calendar)
- Last quarter's EPS beat estimates: $3.31 actual vs. $2.83 estimated (+17.0%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-10-01 (13 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Jun '26 | Mar '26 | Dec '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Market cap | $13.09B | $7.21B | $8.55B | $5.34B | $4.22B |
| P/E | 39.83 | 26.15 | 34.61 | 21.43 | 18.11 |
| Price/Sales | 1.03 | 0.64 | 0.93 | 0.68 | 0.55 |
| EV/Revenue | 1.04 | 0.68 | 0.99 | 0.61 | 0.50 |
| EV/EBITDA | 18.53 | 13.57 | 19.07 | — | — |
| ROA | 3.37% | 2.85% | 2.52% | 4.78% | 4.70% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 69.7% on the provider's reported measure. Finnhub fundamentals ↗
- Trailing 52-week price return is +28.0%. Finnhub market metrics ↗
Potential concerns
- Net profit margin is 2.4%. Finnhub fundamentals ↗
- Latest SEC filing is Form 4, filed 2026-09-21; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on SANM
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Dec '25 | Jun '25 | Mar '25 | Dec '24 | Jun '24 | Mar '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.46B | $4.01B | $3.19B | $2.04B | $1.98B | $2.01B | $1.84B | $1.83B |
| Gross profit | $363.3M | $353.8M | $242.4M | $181.1M | $176.2M | $167.9M | $153.5M | $154.8M |
| Operating income | $221.2M | $157.0M | $73.6M | $95.9M | $91.6M | $88.6M | $82.4M | $76.0M |
| Net income | $117.1M | $93.6M | $49.3M | $68.6M | $64.2M | $65.0M | $51.6M | $52.5M |
| EPS (diluted) | $2.12 | $1.70 | $0.89 | $1.26 | $1.16 | $1.16 | $0.91 | $0.93 |
| EPS (basic) | $2.17 | $1.72 | $0.91 | $1.28 | $1.18 | $1.20 | $0.93 | $0.94 |
| Operating margin | $6 | $4 | $2 | $5 | $5 | $4 | $4 | $4 |
| Net margin | $3 | $2 | $2 | $3 | $3 | $3 | $3 | $3 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $9.74B | $9.67B | $9.80B | $5.86B | $5.22B | $4.97B | $4.81B | $4.82B |
| Stockholders' equity | — | — | — | — | — | — | — | — |
| Total current assets | $7.83B | $7.61B | $7.85B | $4.87B | $4.30B | $4.07B | $3.88B | $3.87B |
| Total current liabilities | $4.40B | $4.44B | $4.62B | $2.82B | $2.25B | $2.07B | $1.88B | $1.94B |
| Cash & equivalents | $1.84B | $1.58B | $1.42B | $926.3M | $797.9M | $647.1M | $642.4M | $625.9M |
| Accounts receivable | — | — | — | — | — | — | — | — |
| Inventory | $3.15B | $3.03B | $3.05B | $1.99B | $1.59B | $1.55B | $1.43B | $1.44B |
| Property, plant & equipment | $1.05B | $993.3M | $954.8M | $682.4M | $629.5M | $608.7M | $605.1M | $616.1M |
| Goodwill | $121.9M | $358.8M | $306.7M | $30.4M | — | — | — | — |
| Intangible assets | — | — | — | — | — | — | — | — |
| Other non-current assets | $417.8M | $379.1M | $307.5M | $108.8M | $136.2M | $135.1M | $177.3M | $175.6M |
| Accounts payable | $2.45B | $2.51B | $2.35B | $1.58B | $1.43B | $1.35B | $1.39B | $1.44B |
| Short-term debt | — | — | — | — | — | — | — | — |
| Other current liabilities | $366.5M | $312.5M | $627.9M | $179.6M | $110.8M | $125.7M | $107.7M | $132.5M |
| Long-term debt | $1.96B | $2.00B | $2.00B | $283.0M | $287.2M | $291.4M | $295.6M | $299.8M |
| Other non-current liabilities | $625.9M | $615.5M | $525.7M | $214.0M | $211.9M | $206.6M | $212.3M | $220.8M |
| Retained earnings | — | — | — | -$2.46B | — | — | — | -$2.71B |
| Accumulated other comprehensive income (loss) | — | — | — | $69.6M | $71.1M | $66.4M | $64.7M | $66.7M |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $124.5M | $398.8M | $178.7M | $199.1M | $200.8M | $156.9M | $63.9M | $51.9M |
| Investing cash flow | $142.0M | -$57.8M | -$1.43B | -$62.6M | -$32.7M | $4.3M | -$17.2M | -$25.9M |
| Financing cash flow | -$4.2M | -$181.8M | $1.76B | -$8.2M | -$18.8M | -$118.0M | -$28.8M | -$60.4M |
| Free cash flow | $23.6M | $342.0M | $91.9M | $136.6M | $163.7M | $126.1M | $46.9M | $28.9M |
| Capital expenditures | $100.9M | $56.7M | $86.8M | $62.5M | $37.1M | $30.7M | $17.1M | $23.0M |
| Depreciation & amortization | $48.2M | $47.1M | $39.5M | $87.6M | $29.8M | $28.2M | $31.8M | $31.7M |
| Share-based compensation | $24.8M | $24.1M | $23.6M | $16.2M | $16.1M | $15.8M | $15.3M | $15.5M |
| Deferred income taxes | $8.6M | $49.6M | -$3.2M | -$18.8M | $2.5M | -$802.0K | $5.3M | $15.7M |
| Change in accounts receivable | -$242.7M | -$416.6M | -$39.8M | $20.6M | -$5.0M | $29.6M | $18.6M | $181.9M |
| Change in inventory | $127.1M | -$26.7M | -$179.4M | $397.9M | $39.7M | $120.8M | -$15.7M | $58.0M |
| Change in accounts payable | -$58.1M | $130.9M | -$84.2M | $126.6M | $68.2M | -$41.1M | -$54.7M | $64.1M |
| Purchases of investments | $0 | $0 | — | $340.0K | $60.0K | $14.6M | — | $3.3M |
| Other investing activities | -$83.0K | -$94.0K | -$68.0K | — | -$4.5M | -$364.0K | $136.0K | — |
| Share repurchases | — | — | — | — | — | — | — | — |
| Debt issued | $0 | $0 | $2.20B | — | $0 | $0 | $0 | — |
| Debt repaid | — | — | — | — | — | — | — | — |
| Tax withholding on stock comp | $3.5M | $22.4M | $33.7M | $4.5M | $892.0K | $29.3M | $8.3M | $183.0K |
| Other financing activities | — | — | — | $477.0K | — | — | — | $0 |
Income statement
| Line item | Sep '25 | Sep '24 | Sep '23 | Oct '22 | Oct '21 |
|---|---|---|---|---|---|
| Revenue | $8.13B | $7.57B | $8.94B | $7.92B | $6.74B |
| Gross profit | $716.4M | $640.4M | $743.2M | $622.2M | $526.4M |
| Operating income | $354.6M | $335.5M | $455.7M | $349.5M | $255.9M |
| Net income | $245.9M | $222.5M | $310.0M | $240.4M | $249.5M |
| EPS (diluted) | $4.46 | $3.91 | $5.18 | $3.81 | $3.72 |
| EPS (basic) | $4.56 | $4.00 | $5.36 | $3.92 | $3.82 |
| Operating margin | $4 | $4 | $5 | $4 | $4 |
| Net margin | $3 | $3 | $3 | $3 | $4 |
Balance sheet
| Line item | Sep '25 | Sep '24 | Sep '23 | Oct '22 | Oct '21 |
|---|---|---|---|---|---|
| Total assets | $5.86B | $4.82B | $4.87B | $4.84B | $4.21B |
| Stockholders' equity | — | — | — | $1.86B | $1.88B |
| Total current assets | $4.87B | $3.87B | $3.88B | $3.89B | $3.28B |
| Total current liabilities | $2.82B | $1.94B | $2.03B | $2.47B | $1.76B |
| Cash & equivalents | $926.3M | $625.9M | $667.6M | $529.9M | $650.0M |
| Accounts receivable | — | — | — | — | — |
| Inventory | $1.99B | $1.44B | $1.48B | $1.68B | $1.04B |
| Property, plant & equipment | $682.4M | $616.1M | $632.8M | $575.2M | $533.0M |
| Goodwill | — | — | — | — | — |
| Intangible assets | — | — | — | — | — |
| Other non-current assets | $139.1M | $175.6M | $184.0M | $160.2M | $157.0M |
| Accounts payable | $1.58B | $1.44B | $1.56B | $2.04B | $1.46B |
| Other current liabilities | $179.6M | $132.5M | $320.7M | $281.6M | $161.9M |
| Long-term debt | $283.0M | $299.8M | $312.3M | $329.2M | $311.6M |
| Other non-current liabilities | $214.0M | $220.8M | $209.7M | $215.3M | $253.5M |
| Retained earnings | -$2.46B | -$2.71B | -$2.93B | -$3.24B | -$3.45B |
| Accumulated other comprehensive income (loss) | $69.6M | $66.7M | $70.9M | $56.3M | $40.7M |
Cash flow
| Line item | Sep '25 | Sep '24 | Sep '23 | Oct '22 | Oct '21 |
|---|---|---|---|---|---|
| Operating cash flow | $620.7M | $340.2M | $235.2M | $330.9M | $338.3M |
| Investing cash flow | -$108.2M | -$114.4M | -$192.5M | -$132.2M | -$91.3M |
| Financing cash flow | -$173.8M | -$269.7M | $94.5M | -$314.3M | -$77.3M |
| Free cash flow | $473.3M | $229.0M | $43.8M | $192.2M | $265.0M |
| Capital expenditures | $147.4M | $111.2M | $191.4M | $138.6M | $73.3M |
| Depreciation & amortization | $119.5M | $122.4M | $118.2M | $108.8M | $109.7M |
| Share-based compensation | $63.4M | $57.4M | $50.4M | $39.6M | $35.0M |
| Deferred income taxes | -$11.8M | $30.3M | $28.8M | $27.9M | $28.4M |
| Change in accounts receivable | $63.8M | $104.4M | $89.5M | -$47.5M | $145.8M |
| Change in inventory | $542.7M | -$35.7M | -$210.2M | $651.1M | $157.3M |
| Change in accounts payable | $99.0M | -$111.5M | -$418.2M | $509.0M | $243.8M |
| Purchases of investments | $15.0M | $5.2M | $2.5M | $2.0M | $2.7M |
| Other investing activities | — | — | — | — | — |
| Share repurchases | — | — | — | $331.1M | $64.1M |
| Debt issued | — | — | $0 | $350.0M | $0 |
| Debt repaid | — | — | — | — | — |
| Tax withholding on stock comp | $43.0M | $25.8M | $22.3M | — | — |
| Other financing activities | $477.0K | $0 | -$113.0K | $500.0K | — |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding SANM as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-02-05 to 2026-09-17
Recent transactions
- Insiders have net sold 166,024 shares over the last 182 days, across 0 purchases and 13 sales.
- Most recent: Johnson Susan A (Director) — Open market sale of 120 shares on 2026-09-17.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Johnson Susan A | Director | Open market sale | 2026-09-17 | 120 |
| Faust Jonathan P | EVP & CFO | Open market sale | 2026-05-29 | 5,038 |
| REID ALAN McWILLIAMS | EVP, Global Human Resources | Open market sale | 2026-05-26 | 5,000 |
| SOLA JURE | Chairman & CEO | Open market sale | 2026-05-06 | 118,368 |
| Hedley David V III | Director | Open market sale | 2026-05-01 | 500 |
| Venkatesh Vishnu | See Remarks | Open market sale | 2026-04-30 | 2,275 |
| Licata Joseph G Jr | Director | Open market sale | 2026-04-29 | 16,529 |
| Sankaran Mythili | Director | Grant / award | 2026-03-16 | 1,536 |
| Loparco Michael J | Director | Grant / award | 2026-03-16 | 1,536 |
| PRABHU KRISH A | Director | Grant / award | 2026-03-16 | 1,536 |
| BARNES SUSAN K | Director | Grant / award | 2026-03-16 | 1,536 |
| Mason Charlie | EVP & Global Sales | Open market sale | 2026-02-05 | 13,150 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-17 | Johnson Susan A | Director | Open market sale | 120 | $200.46 |
| 2026-08-28 | Johnson Susan A | Director | Open market sale | 120 | $202.69 |
| 2026-05-29 | Faust Jonathan P | EVP & CFO | Open market sale | 5,038 | $265.73 |
| 2026-05-29 | Faust Jonathan P | EVP & CFO | Open market sale | 5,038 | $265.86 |
| 2026-05-26 | REID ALAN McWILLIAMS | EVP, Global Human Resources | Open market sale | 5,000 | $254.39 |
| 2026-05-08 | REID ALAN McWILLIAMS | EVP, Global Human Resources | Open market sale | 1,000 | $248.60 |
| 2026-05-06 | SOLA JURE | Chairman & CEO | Open market sale | 118,368 | $228.84 |
| 2026-05-04 | REID ALAN McWILLIAMS | EVP, Global Human Resources | Open market sale | 1,000 | $225.00 |
| 2026-05-01 | Hedley David V III | Director | Open market sale | 500 | $219.52 |
| 2026-05-01 | REID ALAN McWILLIAMS | EVP, Global Human Resources | Open market sale | 1,000 | $218.17 |
| 2026-04-30 | Venkatesh Vishnu | See Remarks | Open market sale | 2,275 | $212.80 |
| 2026-04-29 | Licata Joseph G Jr | Director | Open market sale | 16,529 | $213.26 |
| 2026-04-29 | Licata Joseph G Jr | Director | Open market sale | 10,036 | $207.36 |
| 2026-04-15 | Venkatesh Vishnu | See Remarks | Tax withholding | 2,725 | $154.31 |
| 2026-03-16 | Sankaran Mythili | Director | Grant / award | 1,536 | $123.69 |
| 2026-03-16 | Licata Joseph G Jr | Director | Grant / award | 1,536 | $123.69 |
| 2026-03-16 | Loparco Michael J | Director | Grant / award | 1,536 | $123.69 |
| 2026-03-16 | Loparco Michael J | Director | Grant / award | 768 | $123.69 |
| 2026-03-16 | PRABHU KRISH A | Director | Grant / award | 1,536 | $123.69 |
| 2026-03-16 | Johnson Susan A | Director | Grant / award | 1,536 | $123.69 |
| 2026-03-16 | Hedley David V III | Director | Grant / award | 1,536 | $123.69 |
| 2026-03-16 | BARNES SUSAN K | Director | Grant / award | 1,536 | $123.69 |
| 2026-02-26 | REID ALAN McWILLIAMS | EVP, Global Human Resources | Open market sale | 1,500 | $160.64 |
| 2026-02-24 | Faust Jonathan P | EVP & CFO | Open market sale | 10,075 | $159.30 |
| 2026-02-24 | Hedley David V III | Director | Open market sale | 1,024 | $162.31 |
| 2026-02-19 | Sankaran Mythili | Director | Open market sale | 3,424 | $145.95 |
| 2026-02-13 | REID ALAN McWILLIAMS | EVP, Global Human Resources | Open market sale | 3,500 | $148.45 |
| 2026-02-05 | Mason Charlie | EVP & Global Sales | Open market sale | 13,150 | $147.21 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-21 23:54 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-09-21 | 4 | 2026-09-17 | View on SEC.gov → |
| 2026-09-15 | 8-K | 2026-09-14 | View on SEC.gov → |
| 2026-09-01 | 4 | 2026-08-28 | View on SEC.gov → |
| 2026-07-27 | 10-Q | 2026-06-27 | View on SEC.gov → |
| 2026-07-27 | 8-K | 2026-07-27 | View on SEC.gov → |
| 2026-06-01 | 4 | 2026-05-29 | View on SEC.gov → |
| 2026-05-28 | 4 | 2026-05-26 | View on SEC.gov → |
| 2026-05-12 | 4 | 2026-05-08 | View on SEC.gov → |
| 2026-05-08 | 4 | 2026-05-06 | View on SEC.gov → |
| 2026-05-06 | 4 | 2026-05-04 | View on SEC.gov → |
| 2026-05-04 | 4 | 2026-05-01 | View on SEC.gov → |
| 2026-05-04 | 4 | 2026-05-01 | View on SEC.gov → |
Recent news
Headlines about SANM (Sanmina Corporation). Links open the publisher — we don’t host full articles.
-
Buy 2 Undervalued AI EMS Stocks Amid Massive Short-Term Price Upside
Yahoo · 2026-10-21 -
Sanmina (NASDAQ:SANM) Clears Eight Growth Filters on Strong EPS Revisions and Cash Flow Momentum
ChartMill · 2026-10-21 -
Assenagon Asset Management S.A. Acquires 20,547 Shares of Sanmina Corporation $SANM
MarketBeat · 2026-10-21 -
Sanmina Corp (SANM) Stock Down 3.8% but Still Overvalued -- GF S
GuruFocus · 2026-10-20 -
Sanmina sets November 9 results date for Sanmina stock
AD HOC NEWS · 2026-10-20 -
Sanmina Corporation (SANM) Stock Price, News, Quote & History
Yahoo! Finance Canada · 2026-10-20 -
Sanmina Corp Q4FY26 Results: Earnings call scheduled for Nov 9
scanx.trade · 2026-10-19 -
SANMINA CORPORATION INVITES YOU TO JOIN ITS FOURTH QUARTER AND FISCAL YEAR 2026 EARNINGS CONFERENCE CALL
Yahoo · 2026-10-19
No headlines in this category right now — try “All”.