Inside the research
Sanmina Corporation
SANM Research profile · latest available data
Price overview
$224.77
▲ +2.89 (+1.3%)
| 52w hi | $282.72 |
|---|---|
| 52w lo | $113.14 |
| Vol | 738.60K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.41
| Short | -0.02 |
|---|---|
| Medium | +0.63 |
| Long | +0.86 |
computed 2026-09-27
Key fundamentals
Sanmina Corporation
Technology · Electronic Components
| Market cap | $12.05B |
|---|---|
| Enterprise value | $12.83B |
| Trailing P/E | 40.14x |
| Forward P/E | 16.15x |
| EV / EBITDA | 14.82x |
| P / S (ttm) | 0.94x |
| Profit margin | 2.4% |
| Return on equity | 12.5% |
| Revenue growth | +69.7% |
| Earnings growth | +68.3% |
| Debt / equity | 88.16 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.37 | |
| Sector | +0.19 | |
| Technical | -0.11 | |
| Earnings | +0.00 | |
| Sentiment | +0.35 |
macro × 1.00 · 2026-09-27
Business overview
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company operates through two businesses: Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engaging in the manufacture of components, subassemblies, and complete systems; and direct order fulfilment and logistics services. In addition, the company provides components, such as printed circuit boards, backplane fabrication and backplane assemblies, cable assemblies, fabricated metal parts, precision machined parts, and plastic injected molded parts; memory solutions; storage platforms; optical, radio frequency, and microelectronic solutions; defense and aerospace products, design, manufacturing, repair, and refurbishment services; and cloud-based manufacturing execution software. It offers its products and services primarily to original equipment manufacturers in the industrial, medical, defense and aerospace, automotive, communications networks, and cloud infrastructure industries. The company was formerly known as Sanmina-SCI Corp. Sanmina Corporation was incorporated in 1980 and is headquartered in San Jose, California.
Risk Metrics
| Beta vs SPX | 1.64 |
|---|---|
| Corr SPX | 0.44 |
| Annual vol | 59.5% |
| Annual ret | +76.7% |
| Sharpe | 1.29 |
| Max DD | -42.0% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $212.25 |
|---|---|
| High / Low | $234.00 / $185.00 |
| Median | $215.00 |
| Analysts | 4 |
| Strong Buy | 0 | |
|---|---|---|
| Buy | 1 | |
| Hold | 3 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-03-30 | JP Morgan | → Neutral |
| 2026-01-28 | Argus Research | → Buy |
| 2025-07-11 | B of A Securities | → Neutral |
| 2025-06-09 | B of A Securities | → Neutral |
| 2025-01-29 | B of A Securities | → Neutral |
| 2024-11-05 | Craig-Hallum | → Hold |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-27 | Earnings Release, Exhibits | read |
| 2026-04-27 | Earnings Release, Exhibits | read |
| 2026-03-12 | Officer / Director Change, Shareholder Vote… | read |
| 2026-01-26 | Earnings Release, Exhibits | read |
| 2025-12-12 | Officer / Director Change | read |
| 2025-11-03 | Earnings Release, Exhibits | read |
| 2025-10-31 | Material Agreement, Termination of Agreement… | read |
| 2025-10-27 | Reg FD Disclosure, Exhibits | read |
| 2025-07-30 | Material Agreement, Material Obligation | read |
| 2025-07-28 | Earnings Release, Exhibits | read |
| 2025-06-23 | Bylaws Amendment, Exhibits | read |
| 2025-05-19 | Material Agreement, Securities Issuance… | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 10 |
| Top-5 share | 97.4% |
| HHI | 5,242 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Fidelity / FMR LLC | $2.03B | 8.03M |
| State Street Corp | $429.30M | 1.70M |
| Millennium Management | $174.50M | 689.49K |
| Citadel Advisors | $141.80M | 560.29K |
| Renaissance Technologies | $34.93M | 138.03K |
| Bridgewater Associates | $26.31M | 103.96K |
| Capital Research / Capital World | $24.69M | 97.55K |
| AQR Capital Management | $22.03M | 87.04K |
| Norges Bank (Norway sovereign) | $809.86K | 3.20K |
| T. Rowe Price Group | $34.48K | 136.22K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $8.13B | +1.8% | |
| Gross profit | $640.43M | +1.6% | |
| Operating income | $354.57M | +4.0% | |
| Net income | $309.97M | +8.0% | |
| Cash from ops | $620.66M | +10.2% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $225.90 | $232.50 | $224.03 | $224.77 | 738.60K |
| Sep 24 | $217.08 | $225.85 | $215.78 | $221.88 | 565.80K |
| Sep 23 | $215.92 | $224.65 | $213.50 | $221.89 | 884.70K |
| Sep 22 | $208.97 | $216.68 | $207.24 | $215.77 | 649.00K |
| Sep 21 | $201.29 | $210.18 | $194.74 | $209.47 | 772.00K |
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