Sanmina Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 1/6
SanminaDie Gewinne des Unternehmens sind mit einer durchschnittlichen jährlichen Rate von -0.1% zurückgegangen, während in der Branche Electronic die Gewinne wachsen. Die Umsatzerlöse sind gewachsen mit einer durchschnittlichen Rate von 5.5% pro Jahr. Sanmina Die Eigenkapitalrendite des Unternehmens beträgt 10.5%, und die Nettomargen liegen bei 2.3%.
Wichtige Informationen
-0.14%
Wachstumsrate der Gewinne
4.26%
EPS-Wachstumsrate
| Electronic Wachstum der Industrie | 15.34% |
| Wachstumsrate der Einnahmen | 5.52% |
| Eigenkapitalrendite | 10.51% |
| Netto-Marge | 2.29% |
| Letzte Ertragsaktualisierung | 28 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Seeking Alpha • Jun 11
Sanmina's ZT Systems Gamble Is Paying Off Faster Than Anyone Expected
Summary Sanmina is rated buy, driven by the transformative ZT Systems acquisition, which doubled revenue and improved profitability from day one. ZT's AMD-based server platforms position SANM at the center of hyperscaler AI infrastructure spend, with a major Nvidia-driven revenue catalyst expected this September. SANM trades discounted to EMS peers on EV/NTM revenue, with 14% base case upside and up to 45% in the bull scenario if Nvidia ramps as planned. Risks include hyperscaler customer concentration, insider selling, and increased leverage post-acquisition, but strong FCF and margin expansion support the bullish thesis. Read the full article on Seeking Alpha
Narrativ-Update • Jun 01
SANM: Neutral Coverage And Buybacks Will Constrain Future Margin And P/E Repricing
Analysts have lifted the Sanmina price target from $173.75 to $212.25, reflecting updated assumptions on future P/E, revenue growth, discount rate and profit margin that align with recent neutral initiations from major firms. Analyst Commentary Bullish Takeaways Bullish analysts point to the updated P/E assumptions as reasonable given current profitability expectations, which supports the higher price target without relying on aggressive multiple expansion.Narrativ-Update • Apr 24
SANM: Neutral Coverage And Buybacks Will Shape Future Margin And P/E Expectations
Analysts have nudged up the fair value estimate for Sanmina by $5 to $173.75. This reflects updated views on margins, discount rate, and future P/E following fresh initiations and a higher price target from recent research coverage.
Neues Narrativ • Apr 14
AI Infrastructure And Energy Demands Will Drive Powerful Long Term Upside Potential
Catalysts About Sanmina Sanmina provides advanced electronics manufacturing and end to end system integration services across communications, cloud and AI infrastructure, industrial, energy, medical, defense, automotive and transportation markets. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Apr 06
SANM: Neutral Coverage And Buybacks Will Support Future P/E Re rating
Analysts have trimmed their Sanmina fair value estimate to $168.75 from $197.50, as new coverage with neutral views and updated assumptions for growth, margins and future P/E settle into a tighter, more measured price target range. Analyst Commentary Recent Street research around Sanmina has centered on recalibrated price targets and fresh coverage with neutral views, which together frame a more balanced risk reward profile around the stock.
Neues Narrativ • Mar 30
Heavy AI Infrastructure Dependence Will Pressure Margins Yet Eventually Support Stronger Earnings
Catalysts About Sanmina Sanmina provides electronics manufacturing and related services for communication networks, cloud and AI infrastructure, industrial and energy, medical, defense, aerospace, automotive and transportation customers. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Mar 22
SANM: Higher Long-Term P/E And Buybacks Will Support Bullish Outlook
Analysts have raised their price targets on Sanmina, with Argus increasing its target by $30 and BofA setting a target of $190, citing updated views that support a refreshed valuation backdrop for the stock. Analyst Commentary Recent price target moves on Sanmina signal that research desks are revisiting their assumptions around what the company is worth and how well it can execute against current expectations.Narrativ-Update • Mar 07
SANM: Higher Long-Term P/E And Energy Expansion Will Support Bullish Outlook
Analysts have raised their Sanmina price targets by $10 to $30, citing updated views on the company’s discount rate and long-term P/E assumptions that support a revised valuation framework. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets as better aligned with an updated discount rate and P/E framework, which they argue provides a more consistent approach to valuing Sanmina over the long term.Narrativ-Update • Feb 21
SANM: Higher Future P/E Will Support Bullish Long-Term Cash Flow Outlook
Analysts have raised their price targets on Sanmina by $30 to $190, citing updated views on its future P/E multiple and fine tuning their assumptions around discount rates, revenue growth and profit margins. Analyst Commentary Recent research updates focus less on the dollar move in Sanmina's price target and more on what sits behind it, particularly how analysts are thinking about the stock's P/E multiple and the inputs they use to value future cash flows.Narrativ-Update • Feb 06
SANM: Energy Expansion And Higher Future P/E Will Support Bullish Outlook
Analysts nudged their fair value estimate for Sanmina up from US$195.00 to US$197.50, citing refreshed models that incorporate updated assumptions for the discount rate, revenue growth, profit margins, and a higher future P/E multiple reflected in recent Street research price target revisions. Analyst Commentary Recent Street research has focused on how Sanmina’s refreshed assumptions feed into valuation and execution risk, with price targets moving higher as analysts revisit their models.Narrativ-Update • Jan 23
SANM: Full Rack Integration And Energy Expansion Will Shape Balanced Outlook
Narrative Update: Sanmina Analysts have lifted their fair value estimate for Sanmina to $195 from $190, citing recent price target increases tied to a strong fiscal Q4 update, signs of improvement in the communications end market, and added full rack assembly capability from ZT Systems, while still flagging integration and macro risks. Analyst Commentary Recent research updates on Sanmina focus on how the company is executing after its fiscal Q4 report and how that ties into a higher fair value view.Narrativ-Update • Jan 09
SANM: Full Rack Capability And AMD Ramp Will Drive Future Upside
Analysts have lifted their price target on Sanmina to US$180 from US$150, citing a strong fiscal Q4 update supported by recovery in the communications end market and added full rack assembly capability from ZT Systems, while also flagging macro uncertainty as well as integration and ramp risks with the ZT and AMD partnership. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$180 price target as reflecting stronger confidence in Sanmina's ability to execute after its fiscal Q4 update.Narrativ-Update • Dec 18
SANM: AI Datacenter Rack Expansion Will Drive Future Upside Potential
Analysts nudged their price target on Sanmina higher to $180 from $150, citing a strong fiscal Q4, improving communications end market dynamics, and expanding AI datacenter rack opportunities, even as they flag ongoing macro uncertainty and execution risk around integrating and ramping the ZT Systems business with AMD. Analyst Commentary Bullish analysts highlight that the higher price target reflects greater confidence in Sanmina's medium term growth algorithm, supported by a stronger than expected fiscal Q4 and improving visibility in key growth markets.Narrativ-Update • Dec 04
SANM: AI Rack Assembly Expansion Will Drive Future Upside Potential
Analysts have raised their price target on Sanmina to $180 from $150, reflecting confidence in the company’s strengthening AI and communications end markets, while still acknowledging integration and macroeconomic risks. Analyst Commentary Bullish analysts view the higher price target as a reflection of Sanmina's improving positioning in AI and communications.Narrativ-Update • Nov 20
SANM: Full Rack Assembly Expansion Will Drive Momentum Amid Macro Uncertainty
Analysts have raised their price target on Sanmina from $150 to $180, citing stronger fiscal Q4 results, a recovering communications end market, and expanded capabilities. However, they note ongoing integration challenges and macroeconomic uncertainty.Analyseartikel • Nov 10
Sanmina's (NASDAQ:SANM) Earnings Offer More Than Meets The Eye
Investors signalled that they were pleased with Sanmina Corporation's ( NASDAQ:SANM ) most recent earnings report...Analyseartikel • Nov 06
Forecast: Analysts Think Sanmina Corporation's (NASDAQ:SANM) Business Prospects Have Improved Drastically
Sanmina Corporation ( NASDAQ:SANM ) shareholders will have a reason to smile today, with the analysts making...Narrativ-Update • Nov 06
SANM: Full Rack Assembly Expansion Will Balance Opportunity And Macroeconomic Risk
Sanmina's analyst price target has been raised significantly from $158.50 to $190.00. This increase reflects renewed optimism from analysts who highlight strong sector recovery and new business opportunities, despite ongoing macroeconomic and integration challenges.Narrativ-Update • Oct 22
Analysts Boost Sanmina Price Target Amid AI Datacenter Optimism and Cautious Growth Outlook
Sanmina's analyst price target has been raised significantly, climbing from $129.50 to $158.50. Analysts cite optimism around the company's key partnerships in the AI datacenter sector and its expanded manufacturing role, even though there are some uncertainties regarding the full extent of future opportunities.Narrativ-Update • Oct 08
Acquisition Of ZT Systems Will Fuel Enduring Electronics Momentum
Analysts have raised Sanmina's fair value estimate by $10 to $129.50, citing recent momentum from strategic data center partnerships and an increased focus on AI-related opportunities in the sector. Analyst Commentary Analysts remain divided on the trajectory and drivers of Sanmina's valuation, reflecting both optimism about recent developments and recognition of persistent risks and uncertainties.Narrativ-Update • Sep 05
Acquisition Of ZT Systems Will Fuel Enduring Electronics Momentum
Analysts view Sanmina’s acquisition of ZT Systems’ data center business and an improving revenue mix in cloud and AI as strategic positives balanced by macroeconomic headwinds and execution risks, resulting in no change to the consensus analyst price target, which remains at $119.50. Analyst Commentary Acquisition of ZT Systems’ data center infrastructure manufacturing business is seen as strategic, expected to grow Sanmina’s scale and increase revenue from cloud and AI segments.Analyseartikel • Jul 19
Market Participants Recognise Sanmina Corporation's (NASDAQ:SANM) Earnings
With a price-to-earnings (or "P/E") ratio of 22.4x Sanmina Corporation ( NASDAQ:SANM ) may be sending bearish signals...Analyseartikel • Jun 19
Estimating The Intrinsic Value Of Sanmina Corporation (NASDAQ:SANM)
Key Insights The projected fair value for Sanmina is US$79.23 based on 2 Stage Free Cash Flow to Equity Sanmina's...Seeking Alpha • Apr 16
Sanmina: Fairly Re-Rated After Stabilization Arrived
Summary Sanmina has shown improved margins, earnings and significant buybacks, creating long-term shareholder value. The company provides end-to-end manufacturing solutions across diverse OEM segments, benefiting from long-term demand drivers but facing cyclicality and stable but low margins. 2024 was tough, but the company ended the year on a strong note, with prospects for growth in 2025 (ahead of the tariff discussions). Shares have traded between $60-$90, with stabilization and modest growth prospects, but I remain cautious as the easy money has been made. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
Sanmina: A Speculative Bet On Cloud, Cash, And Capital Discipline
Summary Sanmina Corporation, a leading integrated manufacturing solutions provider, has two main segments: Integrated Manufacturing Solutions and Components, Products, and Services. The stock has shown steady growth, gaining around 130% over five years, with recent Q1 2025 earnings beating estimates. Q1 2025 non-GAAP EPS of $1.44 and revenue of $2.01B both exceeded expectations, indicating strong performance. Core fundamentals and recent data suggest Sanmina remains a solid performer, making it a potentially worthwhile investment. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Sanmina Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 28 Mar 26 | 11,341 | 260 | 371 | 33 |
| 27 Dec 25 | 9,312 | 230 | 334 | 33 |
| 27 Sep 25 | 8,128 | 246 | 290 | 31 |
| 28 Jun 25 | 8,049 | 259 | 287 | 31 |
| 29 Mar 25 | 7,849 | 242 | 279 | 30 |
| 28 Dec 24 | 7,700 | 230 | 272 | 29 |
| 28 Sep 24 | 7,568 | 223 | 266 | 29 |
| 29 Jun 24 | 7,603 | 223 | 258 | 28 |
| 30 Mar 24 | 7,969 | 248 | 265 | 27 |
| 30 Dec 23 | 8,454 | 275 | 259 | 27 |
| 30 Sep 23 | 8,935 | 310 | 255 | 26 |
| 01 Jul 23 | 9,108 | 306 | 255 | 25 |
| 01 Apr 23 | 8,924 | 307 | 247 | 23 |
| 31 Dec 22 | 8,519 | 276 | 246 | 22 |
| 01 Oct 22 | 7,920 | 240 | 247 | 21 |
| 02 Jul 22 | 7,320 | 219 | 242 | 21 |
| 02 Apr 22 | 6,955 | 259 | 238 | 21 |
| 01 Jan 22 | 6,739 | 258 | 237 | 21 |
| 02 Oct 21 | 6,738 | 250 | 235 | 21 |
| 03 Jul 21 | 6,988 | 264 | 234 | 22 |
| 03 Apr 21 | 6,985 | 192 | 236 | 22 |
| 02 Jan 21 | 6,875 | 149 | 237 | 22 |
| 03 Oct 20 | 6,950 | 133 | 241 | 23 |
| 27 Jun 20 | 6,978 | 108 | 251 | 22 |
| 28 Mar 20 | 7,350 | 106 | 258 | 24 |
| 28 Dec 19 | 7,886 | 142 | 260 | 26 |
| 28 Sep 19 | 8,234 | 142 | 260 | 28 |
| 29 Jun 19 | 8,218 | 123 | 254 | 28 |
| 30 Mar 19 | 8,004 | 114 | 249 | 29 |
| 29 Dec 18 | 7,553 | 97 | 250 | 30 |
| 29 Sep 18 | 7,110 | -96 | 251 | 31 |
| 30 Jun 18 | 6,989 | -70 | 256 | 33 |
| 31 Mar 18 | 6,887 | -68 | 253 | 33 |
| 30 Dec 17 | 6,893 | -61 | 250 | 33 |
| 30 Sep 17 | 6,869 | 139 | 252 | 34 |
| 01 Jul 17 | 6,779 | 214 | 248 | 34 |
| 01 Apr 17 | 6,738 | 207 | 251 | 35 |
| 31 Dec 16 | 6,666 | 206 | 252 | 36 |
| 01 Oct 16 | 6,481 | 188 | 245 | 38 |
| 02 Jul 16 | 6,452 | 402 | 246 | 38 |
| 02 Apr 16 | 6,322 | 397 | 244 | 37 |
| 02 Jan 16 | 6,238 | 382 | 238 | 35 |
| 03 Oct 15 | 6,375 | 377 | 239 | 33 |
| 27 Jun 15 | 6,424 | 194 | 234 | 32 |
Qualität der Erträge: SANM hat einen großen einmalig Verlust von $155.5M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 28th March, 2026 auswirkt.
Wachsende Gewinnspanne: SANMDie aktuellen Gewinnspannen (2.3%) sind niedriger als im letzten Jahr (3.1%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: SANMDie Erträge des Unternehmens sind in den letzten 5 Jahren um 0.1% pro Jahr zurückgegangen.
Beschleunigtes Wachstum: SANMDas Gewinnwachstum des Unternehmens im letzten Jahr (7.2%) übertrifft seinen 5-Jahres-Durchschnitt (-0.1% pro Jahr).
Erträge im Vergleich zur Industrie: SANM Das Gewinnwachstum im vergangenen Jahr (7.2%) übertraf nicht die Entwicklung der Branche Electronic 10.6% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: SANMDie Eigenkapitalrendite des Unternehmens (10.5%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/15 18:38 |
| Aktienkurs zum Tagesende | 2026/06/12 00:00 |
| Gewinne | 2026/03/28 |
| Jährliche Einnahmen | 2025/09/27 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Sanmina Corporation wird von 15 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| James Kelleher | Argus Research Company |
| Ruplu Bhattacharya | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |