Sanmina (SANM) Financials: Revenue & Earnings
$9.28B
Market Cap
28.31
P/E
12.32
Forward P/E
61
Score
SANM price $173.24 +3.74 +2.20%
Stocklytics score rationale: value 75, quality 46, growth 61.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 6481181000 | 6868619000 | 7110130000 | 8233859000 | 6950208000 | 6738356000 | 7919622000 | 8935048000 | 7568328000 | 8128382000 |
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…
SANM fair value $221.71. Price $173.24. Price is 22% below fair value.
Above fair value, but less expensive than usual. A smaller premium than on 69% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 594.15M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.6). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 53.60M. Net debt -571.98M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-09 | — | 3.27 | — | 3.48B |
| 2026-07-27 | 3.31 | 2.77 | 3.46B | 3.40B |
| 2026-04-27 | 3.16 | 2.42 | 4.01B | 3.28B |
| 2026-01-26 | 2.38 | 2.15 | 3.19B | 3.08B |
| 2025-11-03 | 1.67 | 1.57 | 2.10B | 2.06B |
| 2025-07-28 | 1.53 | 1.42 | 2.04B | 1.98B |
| 2025-04-28 | 1.41 | 1.38 | 1.98B | 1.96B |
| 2025-01-27 | 1.44 | 1.35 | 2.01B | 1.98B |
| 2024-11-04 | 1.43 | 1.36 | 2.02B | 1.96B |
| 2024-07-29 | 1.25 | 1.28 | 1.84B | 1.86B |
| 2024-04-29 | 1.30 | 1.20 | 1.83B | 1.88B |
| 2024-01-29 | 1.30 | 1.22 | 1.87B | 1.87B |
| 2023-11-06 | 1.42 | 1.54 | 2.05B | 2.15B |
| 2023-07-31 | 1.55 | 1.54 | 2.21B | 2.25B |
| 2023-05-11 | 1.59 | 1.55 | 2.32B | 2.25B |
| 2023-01-30 | 1.64 | 1.45 | 2.36B | 2.15B |
| 2022-11-07 | 1.50 | 1.33 | 2.20B | 2.01B |
| 2022-08-01 | 1.30 | 1.11 | 2.02B | 1.88B |
| 2022-05-02 | 1.14 | 1.01 | 1.91B | 1.76B |
| 2022-01-31 | 1.08 | 0.95 | 1.76B | 1.65B |
| 2021-11-08 | 0.95 | 0.99 | 1.64B | 1.70B |
| 2021-08-02 | 0.99 | 0.91 | 1.66B | 1.73B |
| 2021-05-03 | 1.01 | 0.84 | 1.70B | 1.71B |
| 2021-02-02 | 1.02 | 0.81 | 1.76B | 1.77B |
| 2020-11-10 | 1.10 | 0.78 | 1.87B | 4.11B |
| 2020-07-29 | 0.86 | 0.35 | 1.65B | 673.42M |
| 2020-04-27 | 0.32 | 0.55 | 1.59B | 2.73B |
| 2020-01-27 | 0.79 | 0.69 | 1.84B | 1.61B |
| 2019-10-28 | 0.84 | 0.77 | 1.89B | 1.73B |
| 2019-07-29 | 0.82 | 0.77 | 2.03B | 1.90B |
| 2019-04-29 | 0.91 | 0.74 | 2.13B | 1.73B |
| 2019-01-28 | 0.83 | 0.71 | 2.19B | 1.87B |
| 2018-10-29 | 0.67 | 0.66 | 1.88B | 1.85B |
| 2018-07-30 | 0.55 | 0.57 | 1.81B | 1.88B |
| 2018-04-23 | 0.50 | 0.45 | 1.68B | 1.51B |
| 2018-01-29 | 0.48 | 0.53 | 1.74B | 1.93B |
| 2017-10-30 | 0.64 | 0.76 | 1.76B | 2.08B |
| 2017-07-24 | 0.74 | 0.75 | 1.71B | 1.73B |
| 2017-04-24 | 0.76 | 0.70 | 1.68B | 1.55B |
| 2017-01-30 | 0.75 | 0.67 | 1.72B | 1.54B |
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-17 | Johnson Susan A | Sell | 120 | $200.46 | 24.06K |
| 2026-09-14 | Trivedi Shanker | Other | 0 | — | — |
| 2026-08-28 | Johnson Susan A | Sell | 120 | $202.69 | 24.32K |
| 2026-05-29 | Faust Jonathan P | Sell | 5.04K | $265.73 | 1.34M |
| 2026-05-29 | Faust Jonathan P | Sell | 5.04K | $265.86 | 1.34M |
| 2026-05-26 | REID ALAN McWILLIAMS | Sell | 5.00K | $254.39 | 1.27M |
| 2026-05-08 | REID ALAN McWILLIAMS | Sell | 1.00K | $248.60 | 248.60K |
| 2026-05-06 | SOLA JURE | Sell | 118.37K | $228.84 | 27.09M |
| 2026-05-04 | REID ALAN McWILLIAMS | Sell | 1.00K | $225.00 | 225.00K |
| 2026-05-01 | Hedley David V III | Sell | 500 | $219.52 | 109.76K |
| 2026-05-01 | REID ALAN McWILLIAMS | Sell | 1.00K | $218.17 | 218.17K |
| 2026-04-30 | Venkatesh Vishnu | Sell | 2.27K | $212.80 | 484.12K |
| 2026-04-29 | Licata Joseph G Jr | Sell | 16.53K | $213.26 | 3.52M |
| 2026-04-29 | Licata Joseph G Jr | Sell | 10.04K | $207.36 | 2.08M |
| 2026-04-15 | Venkatesh Vishnu | Sell | 2.73K | $154.31 | 420.49K |
| 2026-03-16 | Sankaran Mythili | Buy | 1.54K | $123.69 | 189.99K |
| 2026-03-16 | Licata Joseph G Jr | Buy | 1.54K | $123.69 | 189.99K |
| 2026-03-16 | Loparco Michael J | Buy | 768 | $123.69 | 94.99K |
| 2026-03-16 | Loparco Michael J | Buy | 1.54K | $123.69 | 189.99K |
| 2026-03-16 | PRABHU KRISH A | Buy | 1.54K | $123.69 | 189.99K |
| 2026-03-16 | Johnson Susan A | Buy | 1.54K | $123.69 | 189.99K |
| 2026-03-16 | Hedley David V III | Buy | 1.54K | $123.69 | 189.99K |
| 2026-03-16 | BARNES SUSAN K | Buy | 1.54K | $123.69 | 189.99K |
| 2026-02-26 | REID ALAN McWILLIAMS | Sell | 1.50K | $160.64 | 240.96K |
| 2026-02-24 | Faust Jonathan P | Sell | 10.07K | $159.30 | 1.60M |
| 2026-02-24 | Hedley David V III | Sell | 1.02K | $162.31 | 166.21K |
| 2026-02-19 | Sankaran Mythili | Sell | 3.42K | $145.95 | 499.73K |
| 2026-02-13 | REID ALAN McWILLIAMS | Sell | 3.50K | $148.45 | 519.57K |
| 2026-02-05 | Mason Charlie | Sell | 13.15K | $147.21 | 1.94M |
| 2026-01-30 | Loparco Michael J | Buy | 700 | $142.46 | 99.72K |
| 2026-01-16 | Faust Jonathan P | Sell | 10.85K | $177.44 | 1.92M |
| 2025-12-17 | Venkatesh Vishnu | Sell | 692 | $149.22 | 103.26K |
| 2025-12-16 | Venkatesh Vishnu | Sell | 808 | $146.84 | 118.65K |
| 2025-12-16 | Faust Jonathan P | Sell | 2.15K | $146.84 | 316.29K |
| 2025-12-16 | Mason Charlie | Sell | 1.69K | $146.84 | 248.75K |
| 2025-12-16 | REID ALAN McWILLIAMS | Sell | 1.52K | $146.84 | 223.78K |
| 2025-12-15 | Venkatesh Vishnu | Buy | 4.00K | $158.17 | 632.68K |
| 2025-12-15 | Faust Jonathan P | Buy | 15.00K | $158.17 | 2.37M |
| 2025-12-15 | Mason Charlie | Buy | 12.96K | $158.17 | 2.05M |
| 2025-12-15 | Mason Charlie | Sell | 6.08K | $158.17 | 962.15K |
| 2025-12-15 | Mason Charlie | Buy | 7.00K | $158.17 | 1.11M |
| 2025-12-15 | Mason Charlie | Sell | 1.07K | $158.17 | 169.87K |
| 2025-12-15 | Mason Charlie | Sell | 2.79K | $158.17 | 441.77K |
| 2025-12-15 | REID ALAN McWILLIAMS | Buy | 10.80K | $158.17 | 1.71M |
| 2025-12-15 | REID ALAN McWILLIAMS | Sell | 5.49K | $158.17 | 867.56K |
| 2025-12-15 | REID ALAN McWILLIAMS | Buy | 7.00K | $158.17 | 1.11M |
| 2025-12-15 | REID ALAN McWILLIAMS | Sell | 1.52K | $158.17 | 241.05K |
| 2025-12-15 | REID ALAN McWILLIAMS | Sell | 2.29K | $158.17 | 361.58K |
| 2025-12-15 | SOLA JURE | Buy | 162.00K | $158.17 | 25.62M |
| 2025-12-15 | SOLA JURE | Sell | 81.35K | $158.17 | 12.87M |
| 2025-12-15 | SOLA JURE | Sell | 16.93K | $158.17 | 2.68M |
| 2025-11-06 | SOLA JURE | Sell | 1.20K | — | — |
| 2025-08-29 | Johnson Susan A | Sell | 755 | $119.04 | 89.88K |
| 2025-05-29 | Johnson Susan A | Sell | 787 | $84.83 | 66.76K |
| 2025-05-08 | Venkatesh Vishnu | Sell | 3.20K | $80.71 | 257.95K |
| 2025-04-15 | Venkatesh Vishnu | Sell | 1.80K | $76.55 | 138.10K |
| 2025-03-18 | Hedley David V III | Sell | 302 | $75.45 | 22.79K |
| 2025-03-17 | Hedley David V III | Buy | 2.50K | $76.12 | 190.00K |
| 2025-03-17 | PRABHU KRISH A | Buy | 2.50K | $76.12 | 190.00K |
| 2025-03-17 | Sankaran Mythili | Buy | 2.50K | $76.12 | 190.00K |
| 2025-03-17 | Loparco Michael J | Buy | 2.50K | $76.12 | 190.00K |
| 2025-03-17 | Licata Joseph G Jr | Buy | 2.50K | $76.12 | 190.00K |
| 2025-03-17 | Johnson Susan A | Buy | 2.50K | $76.12 | 190.00K |
| 2025-03-17 | BARNES SUSAN K | Buy | 2.50K | $76.12 | 190.00K |
| 2025-03-10 | Loparco Michael J | Other | 0 | — | — |
| 2025-02-28 | Johnson Susan A | Sell | 333 | $81.66 | 27.19K |
| 2025-02-21 | ROSATI MARIO M | Sell | 11.39K | $86.02 | 979.83K |
| 2025-02-19 | REID ALAN McWILLIAMS | Sell | 4.33K | $90.81 | 393.39K |
| 2025-02-04 | REID ALAN McWILLIAMS | Sell | 2.22K | $87.31 | 193.74K |
| 2025-02-04 | DELANEY EUGENE A | Sell | 11.71K | $84.02 | 984.09K |
| 2025-01-31 | Mason Charlie | Sell | 12.72K | $83.91 | 1.07M |
| 2025-01-31 | REID ALAN McWILLIAMS | Sell | 3.45K | $84.30 | 290.92K |
| 2025-01-30 | DELANEY EUGENE A | Sell | 10.00K | $83.50 | 835.00K |
| 2025-01-16 | Faust Jonathan P | Sell | 10.85K | $82.56 | 895.78K |
| 2024-12-31 | SOLA JURE | Buy | 240.00K | $75.67 | 18.16M |
| 2024-12-31 | SOLA JURE | Sell | 121.63K | $75.67 | 9.20M |
| 2024-12-31 | Mason Charlie | Buy | 12.00K | $75.67 | 908.04K |
| 2024-12-31 | Mason Charlie | Sell | 6.08K | $75.67 | 460.22K |
| 2024-12-31 | REID ALAN McWILLIAMS | Buy | 21.60K | $75.67 | 1.63M |
| 2024-12-31 | REID ALAN McWILLIAMS | Sell | 10.95K | $75.67 | 828.36K |
| 2024-12-17 | Hedley David V III | Sell | 302 | $79.55 | 24.02K |
| 2024-12-16 | SOLA JURE | Sell | 25.34K | $80.23 | 2.03M |
| 2024-12-16 | SOLA JURE | Sell | 16.89K | $80.23 | 1.36M |
| 2024-12-16 | REID ALAN McWILLIAMS | Buy | 9.00K | $80.23 | 722.07K |
| 2024-12-16 | REID ALAN McWILLIAMS | Sell | 2.03K | $80.23 | 162.71K |
| 2024-12-16 | REID ALAN McWILLIAMS | Sell | 1.52K | $80.23 | 122.03K |
| 2024-12-16 | REID ALAN McWILLIAMS | Sell | 2.28K | $80.23 | 183.00K |
| 2024-12-16 | Mason Charlie | Buy | 10.00K | $80.23 | 802.30K |
| 2024-12-16 | Mason Charlie | Sell | 1.19K | $80.23 | 95.47K |
| 2024-12-16 | Mason Charlie | Sell | 1.07K | $80.23 | 85.93K |
| 2024-12-16 | Mason Charlie | Sell | 2.77K | $80.23 | 222.48K |
| 2024-12-16 | Venkatesh Vishnu | Buy | 6.00K | $80.23 | 481.38K |
| 2024-12-16 | Faust Jonathan P | Buy | 16.00K | $80.23 | 1.28M |
| 2024-12-03 | Johnson Susan A | Sell | 625 | $79.48 | 49.67K |
| 2024-12-02 | Venkatesh Vishnu | Other | 0 | — | — |
| 2024-11-07 | DELANEY EUGENE A | Sell | 5.08K | $83.07 | 421.91K |
| 2024-09-17 | Hedley David V III | Sell | 302 | $68.58 | 20.71K |
| 2024-08-28 | Mason Charlie | Sell | 1.43K | $69.26 | 99.24K |
| 2024-08-15 | SOLA JURE | Buy | 7.49K | $24.65 | 184.73K |
| 2024-08-15 | SOLA JURE | Sell | 7.49K | $24.65 | 184.73K |
Latest filed quarter: Q2 2026.
Institutions holding: 600, holders +121 vs prior quarter. Ownership 94.15%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| FMR LLC | 8.03M | 776.06K | +10.69% | 2.03B |
| BLACKROCK, INC. | 5.50M | -3.10M | -36.05% | 1.39B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.05M | -974.49K | -24.21% | 772.15M |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.33M | -24.50K | -1.04% | 589.09M |
| INVESCO LTD. | 2.17M | -248.59K | -10.29% | 548.37M |
| STATE STREET CORP | 1.70M | -464.33K | -21.49% | 429.30M |
| JANE STREET GROUP, LLC | 1.52M | 1.42M | +1458.90% | 385.06M |
| DIMENSIONAL FUND ADVISORS LP | 1.34M | -834.97K | -38.35% | 339.65M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.21M | -325.34K | -21.25% | 305.28M |
| ADVANCED MICRO DEVICES INC | 1.15M | 0 | 0.00% | 291.31M |
| MORGAN STANLEY | 881.56K | -62.53K | -6.62% | 223.10M |
| D. E. SHAW & CO., INC. | 846.68K | 730.43K | +628.33% | 214.28M |
| FISHER ASSET MANAGEMENT, LLC | 767.70K | -66.15K | -7.93% | 194.29M |
| BANK OF AMERICA CORP /DE/ | 746.85K | -198.53K | -21.00% | 189.01M |
| EARNEST PARTNERS LLC | 699.66K | -155.97K | -18.23% | 177.07M |
| MILLENNIUM MANAGEMENT LLC | 688.39K | 268.23K | +63.84% | 174.22M |
| ALLIANZ ASSET MANAGEMENT GMBH | 687.51K | -65.27K | -8.67% | 173.99M |
| NORGES BANK | 662.31K | 662.31K | New | 167.62M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 546.73K | -215.64K | -28.29% | 138.37M |
| NORTHERN TRUST CORP | 512.83K | -177.21K | -25.68% | 129.79M |
| ALYESKA INVESTMENT GROUP, L.P. | 504.07K | 395.76K | +365.42% | 127.57M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 470.06K | 422.67K | +891.70% | 118.96M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 438.02K | 438.02K | New | 110.85M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 438.02K | -203.85K | -31.76% | 110.85M |
| HRT FINANCIAL LP | 398.00K | 398.00K | New | 100.73M |
Sanmina Corporation (SANM) trades at $173.24, with a market cap of $9.28B and a trailing P/E of 28.31. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 6481181000 | 6868619000 | 7110130000 | 8233859000 | 6950208000 | 6738356000 | 7919622000 | 8935048000 | 7568328000 | 8128382000 |
Insights · Dividends · Forecast · Financials · Learn
$9.28B
Market Cap
28.31
P/E
12.32
Forward P/E
61
Score