SANM
SANMINA CORP
Next earnings Jul 27, 2026 · consensus $2.83 EPS, $3.46B rev
Last earnings -2.1% on 2026-04-27
$253.56▲ +182.20%
over 1Y
L $89.85EODHDH $282.72
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today—
1W+5.0%
1M-2.5%
3M+93.6%
YTD+59.2%
1Y+182.2%
Sell
Conviction
Horizon
Medium (3–12mo)
Street · 13 analysts
Buy
Solid but low-margin contract manufacturer (3% net margin) trading at an unjustifiable 54.1x P/E on flat multi-year earnings.
Sanmina is a competent electronics-manufacturing-services (EMS) provider, but the stock's valuation is wildly disconnected from the economics of the business. FY2025 revenue grew 7.4% to $8.13B with net income up 10.5% to $246M and diluted EPS up 14.1% to $4.46. The operating improvements are real — gross profit rose 11.9% to $716M and operating cash flow jumped 82.4% to $621M — and the balance sheet is clean, with cash up 48.0% to $926M against just $283M of long-term debt.
Sources: SEC EDGAR (CIK 0000897723, latest 10-Q filed 2026-04-27) · analysis by claude-code · as of 6/21/2026, 8:46:03 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.