The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

SANM

Concerning the House

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.

United States · www.sanmina.com

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
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%
Quotation

$208.90

+6.15 (+3.0%)

52w hi$282.72
52w lo$109.61
Vol519.96K
As ofAug 12
The Verdict

Hold

Our score +0.05

Short-0.42
Medium+0.21
Long+0.64

computed 2026-08-12

By the Numbers

Sanmina Corporation

Technology · Electronic Components

Market cap$11.20B
Enterprise value$11.65B
Trailing P/E37.30x
Forward P/E15.01x
EV / EBITDA13.46x
P / S (ttm)0.88x
Profit margin2.4%
Return on equity12.5%
Revenue growth+69.7%
Earnings growth+68.3%
Debt / equity88.16
Risk Metrics
Beta vs SPX1.62
Corr SPX0.45
Annual vol58.4%
Annual ret+73.7%
Sharpe1.26
Max DD-42.0%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.38
Sector+0.14
Technical-0.18
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-12

Recent Sessions
DateOpenHighLowCloseVol
Aug 12$210.97$216.33$208.64$208.90519.96K
Aug 11$201.23$206.66$200.22$202.75512.50K
Aug 10$202.73$207.61$198.02$199.15673.20K
Aug 7$209.56$210.23$199.41$202.73424.00K
Aug 6$197.63$207.53$192.63$205.661.12M