Sanmina (SANM) Financials: Revenue & Earnings

SANM price $173.24 +3.74 +2.20%

Ticker
SANM
Price
$173.24
Change
+3.74 +2.20%
Market cap ?
$9.28B
P/E ?
28.31
Forward P/E ?
12.32
Dividend yield ?
0.00%
Beta ?
1.61
Sector
Technology
Industry
Hardware, Equipment & Parts
Stocklytics score
61
Value
75
Quality
46
Growth
61

Stocklytics score rationale: value 75, quality 46, growth 61.

Financials

2016201720182019202020212022202320242025
6481181000686861900071101300008233859000695020800067383560007919622000893504800075683280008128382000

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…

Fair value

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.

Compare SANM

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-09—3.27—3.48B
2026-07-273.312.773.46B3.40B
2026-04-273.162.424.01B3.28B
2026-01-262.382.153.19B3.08B
2025-11-031.671.572.10B2.06B
2025-07-281.531.422.04B1.98B
2025-04-281.411.381.98B1.96B
2025-01-271.441.352.01B1.98B
2024-11-041.431.362.02B1.96B
2024-07-291.251.281.84B1.86B
2024-04-291.301.201.83B1.88B
2024-01-291.301.221.87B1.87B
2023-11-061.421.542.05B2.15B
2023-07-311.551.542.21B2.25B
2023-05-111.591.552.32B2.25B
2023-01-301.641.452.36B2.15B
2022-11-071.501.332.20B2.01B
2022-08-011.301.112.02B1.88B
2022-05-021.141.011.91B1.76B
2022-01-311.080.951.76B1.65B
2021-11-080.950.991.64B1.70B
2021-08-020.990.911.66B1.73B
2021-05-031.010.841.70B1.71B
2021-02-021.020.811.76B1.77B
2020-11-101.100.781.87B4.11B
2020-07-290.860.351.65B673.42M
2020-04-270.320.551.59B2.73B
2020-01-270.790.691.84B1.61B
2019-10-280.840.771.89B1.73B
2019-07-290.820.772.03B1.90B
2019-04-290.910.742.13B1.73B
2019-01-280.830.712.19B1.87B
2018-10-290.670.661.88B1.85B
2018-07-300.550.571.81B1.88B
2018-04-230.500.451.68B1.51B
2018-01-290.480.531.74B1.93B
2017-10-300.640.761.76B2.08B
2017-07-240.740.751.71B1.73B
2017-04-240.760.701.68B1.55B
2017-01-300.750.671.72B1.54B

Dividends

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-dateDividendRecordPaymentFrequency
No data yet.

Insider trades

DateInsiderActionSharesPriceValue
2026-09-17Johnson Susan ASell120$200.4624.06K
2026-09-14Trivedi ShankerOther0——
2026-08-28Johnson Susan ASell120$202.6924.32K
2026-05-29Faust Jonathan PSell5.04K$265.731.34M
2026-05-29Faust Jonathan PSell5.04K$265.861.34M
2026-05-26REID ALAN McWILLIAMSSell5.00K$254.391.27M
2026-05-08REID ALAN McWILLIAMSSell1.00K$248.60248.60K
2026-05-06SOLA JURESell118.37K$228.8427.09M
2026-05-04REID ALAN McWILLIAMSSell1.00K$225.00225.00K
2026-05-01Hedley David V IIISell500$219.52109.76K
2026-05-01REID ALAN McWILLIAMSSell1.00K$218.17218.17K
2026-04-30Venkatesh VishnuSell2.27K$212.80484.12K
2026-04-29Licata Joseph G JrSell16.53K$213.263.52M
2026-04-29Licata Joseph G JrSell10.04K$207.362.08M
2026-04-15Venkatesh VishnuSell2.73K$154.31420.49K
2026-03-16Sankaran MythiliBuy1.54K$123.69189.99K
2026-03-16Licata Joseph G JrBuy1.54K$123.69189.99K
2026-03-16Loparco Michael JBuy768$123.6994.99K
2026-03-16Loparco Michael JBuy1.54K$123.69189.99K
2026-03-16PRABHU KRISH ABuy1.54K$123.69189.99K
2026-03-16Johnson Susan ABuy1.54K$123.69189.99K
2026-03-16Hedley David V IIIBuy1.54K$123.69189.99K
2026-03-16BARNES SUSAN KBuy1.54K$123.69189.99K
2026-02-26REID ALAN McWILLIAMSSell1.50K$160.64240.96K
2026-02-24Faust Jonathan PSell10.07K$159.301.60M
2026-02-24Hedley David V IIISell1.02K$162.31166.21K
2026-02-19Sankaran MythiliSell3.42K$145.95499.73K
2026-02-13REID ALAN McWILLIAMSSell3.50K$148.45519.57K
2026-02-05Mason CharlieSell13.15K$147.211.94M
2026-01-30Loparco Michael JBuy700$142.4699.72K
2026-01-16Faust Jonathan PSell10.85K$177.441.92M
2025-12-17Venkatesh VishnuSell692$149.22103.26K
2025-12-16Venkatesh VishnuSell808$146.84118.65K
2025-12-16Faust Jonathan PSell2.15K$146.84316.29K
2025-12-16Mason CharlieSell1.69K$146.84248.75K
2025-12-16REID ALAN McWILLIAMSSell1.52K$146.84223.78K
2025-12-15Venkatesh VishnuBuy4.00K$158.17632.68K
2025-12-15Faust Jonathan PBuy15.00K$158.172.37M
2025-12-15Mason CharlieBuy12.96K$158.172.05M
2025-12-15Mason CharlieSell6.08K$158.17962.15K
2025-12-15Mason CharlieBuy7.00K$158.171.11M
2025-12-15Mason CharlieSell1.07K$158.17169.87K
2025-12-15Mason CharlieSell2.79K$158.17441.77K
2025-12-15REID ALAN McWILLIAMSBuy10.80K$158.171.71M
2025-12-15REID ALAN McWILLIAMSSell5.49K$158.17867.56K
2025-12-15REID ALAN McWILLIAMSBuy7.00K$158.171.11M
2025-12-15REID ALAN McWILLIAMSSell1.52K$158.17241.05K
2025-12-15REID ALAN McWILLIAMSSell2.29K$158.17361.58K
2025-12-15SOLA JUREBuy162.00K$158.1725.62M
2025-12-15SOLA JURESell81.35K$158.1712.87M
2025-12-15SOLA JURESell16.93K$158.172.68M
2025-11-06SOLA JURESell1.20K——
2025-08-29Johnson Susan ASell755$119.0489.88K
2025-05-29Johnson Susan ASell787$84.8366.76K
2025-05-08Venkatesh VishnuSell3.20K$80.71257.95K
2025-04-15Venkatesh VishnuSell1.80K$76.55138.10K
2025-03-18Hedley David V IIISell302$75.4522.79K
2025-03-17Hedley David V IIIBuy2.50K$76.12190.00K
2025-03-17PRABHU KRISH ABuy2.50K$76.12190.00K
2025-03-17Sankaran MythiliBuy2.50K$76.12190.00K
2025-03-17Loparco Michael JBuy2.50K$76.12190.00K
2025-03-17Licata Joseph G JrBuy2.50K$76.12190.00K
2025-03-17Johnson Susan ABuy2.50K$76.12190.00K
2025-03-17BARNES SUSAN KBuy2.50K$76.12190.00K
2025-03-10Loparco Michael JOther0——
2025-02-28Johnson Susan ASell333$81.6627.19K
2025-02-21ROSATI MARIO MSell11.39K$86.02979.83K
2025-02-19REID ALAN McWILLIAMSSell4.33K$90.81393.39K
2025-02-04REID ALAN McWILLIAMSSell2.22K$87.31193.74K
2025-02-04DELANEY EUGENE ASell11.71K$84.02984.09K
2025-01-31Mason CharlieSell12.72K$83.911.07M
2025-01-31REID ALAN McWILLIAMSSell3.45K$84.30290.92K
2025-01-30DELANEY EUGENE ASell10.00K$83.50835.00K
2025-01-16Faust Jonathan PSell10.85K$82.56895.78K
2024-12-31SOLA JUREBuy240.00K$75.6718.16M
2024-12-31SOLA JURESell121.63K$75.679.20M
2024-12-31Mason CharlieBuy12.00K$75.67908.04K
2024-12-31Mason CharlieSell6.08K$75.67460.22K
2024-12-31REID ALAN McWILLIAMSBuy21.60K$75.671.63M
2024-12-31REID ALAN McWILLIAMSSell10.95K$75.67828.36K
2024-12-17Hedley David V IIISell302$79.5524.02K
2024-12-16SOLA JURESell25.34K$80.232.03M
2024-12-16SOLA JURESell16.89K$80.231.36M
2024-12-16REID ALAN McWILLIAMSBuy9.00K$80.23722.07K
2024-12-16REID ALAN McWILLIAMSSell2.03K$80.23162.71K
2024-12-16REID ALAN McWILLIAMSSell1.52K$80.23122.03K
2024-12-16REID ALAN McWILLIAMSSell2.28K$80.23183.00K
2024-12-16Mason CharlieBuy10.00K$80.23802.30K
2024-12-16Mason CharlieSell1.19K$80.2395.47K
2024-12-16Mason CharlieSell1.07K$80.2385.93K
2024-12-16Mason CharlieSell2.77K$80.23222.48K
2024-12-16Venkatesh VishnuBuy6.00K$80.23481.38K
2024-12-16Faust Jonathan PBuy16.00K$80.231.28M
2024-12-03Johnson Susan ASell625$79.4849.67K
2024-12-02Venkatesh VishnuOther0——
2024-11-07DELANEY EUGENE ASell5.08K$83.07421.91K
2024-09-17Hedley David V IIISell302$68.5820.71K
2024-08-28Mason CharlieSell1.43K$69.2699.24K
2024-08-15SOLA JUREBuy7.49K$24.65184.73K
2024-08-15SOLA JURESell7.49K$24.65184.73K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 600, holders +121 vs prior quarter. Ownership 94.15%.

HolderSharesChangeChange %Value
FMR LLC8.03M776.06K+10.69%2.03B
BLACKROCK, INC.5.50M-3.10M-36.05%1.39B
VANGUARD PORTFOLIO MANAGEMENT LLC3.05M-974.49K-24.21%772.15M
VANGUARD CAPITAL MANAGEMENT LLC2.33M-24.50K-1.04%589.09M
INVESCO LTD.2.17M-248.59K-10.29%548.37M
STATE STREET CORP1.70M-464.33K-21.49%429.30M
JANE STREET GROUP, LLC1.52M1.42M+1458.90%385.06M
DIMENSIONAL FUND ADVISORS LP1.34M-834.97K-38.35%339.65M
GEODE CAPITAL MANAGEMENT, LLC1.21M-325.34K-21.25%305.28M
ADVANCED MICRO DEVICES INC1.15M00.00%291.31M
MORGAN STANLEY881.56K-62.53K-6.62%223.10M
D. E. SHAW & CO., INC.846.68K730.43K+628.33%214.28M
FISHER ASSET MANAGEMENT, LLC767.70K-66.15K-7.93%194.29M
BANK OF AMERICA CORP /DE/746.85K-198.53K-21.00%189.01M
EARNEST PARTNERS LLC699.66K-155.97K-18.23%177.07M
MILLENNIUM MANAGEMENT LLC688.39K268.23K+63.84%174.22M
ALLIANZ ASSET MANAGEMENT GMBH687.51K-65.27K-8.67%173.99M
NORGES BANK662.31K662.31KNew167.62M
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.546.73K-215.64K-28.29%138.37M
NORTHERN TRUST CORP512.83K-177.21K-25.68%129.79M
ALYESKA INVESTMENT GROUP, L.P.504.07K395.76K+365.42%127.57M
SUSQUEHANNA INTERNATIONAL GROUP, LLP470.06K422.67K+891.70%118.96M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.438.02K438.02KNew110.85M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC438.02K-203.85K-31.76%110.85M
HRT FINANCIAL LP398.00K398.00KNew100.73M

Earnings and financials

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.

Financials

2016201720182019202020212022202320242025
6481181000686861900071101300008233859000695020800067383560007919622000893504800075683280008128382000

Insights · Dividends · Forecast · Financials · Learn

Stocklytics home · Screener

Sanmina (SANM) Financials: Revenue & Earnings

SANM$173.24+3.74 +2.20%

$9.28B

Market Cap

28.31

P/E

12.32

Forward P/E

61

Score

Price History