Sanmina Résultats passés
Passé contrôle des critères 1/6
Les bénéfices de Sanmina ont diminué à un taux annuel moyen de -0.4%, tandis que le secteur Electronic a vu ses bénéfices augmenter de en à 2.9% par an. Les revenus ont augmenté de en à un taux moyen de 7.6% par an. Le rendement des capitaux propres de Sanmina est 11.8% et ses marges nettes sont de 2.4%.
Informations clés
-0.40%
Taux de croissance des bénéfices
3.90%
Taux de croissance du BPA
| Electronic Croissance de l'industrie | 15.34% |
| Taux de croissance des recettes | 7.55% |
| Rendement des fonds propres | 11.84% |
| Marge nette | 2.41% |
| Dernière mise à jour des bénéfices | 27 Jun 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Sep 08
SANM: Strong Q3 Execution And Revenue Mix Will Support Higher Multiple
Sanmina's updated analyst price target has shifted from $280 to $300 as analysts factor in the recent Q3 beat, supportive revenue mix, and stronger margin profile, even as they acknowledge mixed signals around near term ZT revenue and AMD Helios timing. Analyst Commentary Recent commentary on Sanmina highlights a mix of caution on specific revenue drivers alongside recognition of solid execution in the latest quarter.
Mise à jour du récit • Aug 25
SANM: Strong Execution And Index Upgrades Will Support Higher Earnings Visibility
Sanmina's analyst fair value has been updated to $260 from $240. The shift reflects recent price target adjustments after a strong Q3 that featured revenue, margin, and EPS beats, alongside more cautious views on near term ZT revenue and AMD Helios timing.
Mise à jour du récit • Aug 11
SANM: Fair Value Will Depend On ZT And Medical Manufacturing Momentum
Analysts have lifted the Sanmina fair value estimate from $185 to $210, citing recent research that highlights a strong Q3 beat, solid margins and EPS, and a revenue mix that supported raised guidance, even as some near term revenue outlook and timing questions keep ratings Neutral. Analyst Commentary on Sanmina Recent research on Sanmina reflects a mixed tone.Seeking Alpha • Aug 04
Sanmina: The ZT Systems Deal Is Working Faster Than Expected
Summary I reiterated Sanmina Corporation (SANM) as a Strong Buy with an updated price target of $277, driven by robust Q3 2026 results. ZT Systems acquisition is transforming SANM into a key AI infrastructure manufacturer, evidenced by accelerated revenue, margin, and EPS growth. Q3 2026 saw revenue of $3.46B, non-GAAP operating margin of 8%, and EPS of $3.31, surpassing prior guidance and strengthening the investment thesis. Balance sheet remains strong with $1.85B cash and 0.29x net leverage, though FCF conversion and AI ramp execution are key risks to monitor. Read the full article on Seeking AlphaMise à jour du récit • Jul 28
SANM: Higher Peer P E Multiple Will Reward Strengthening Revenue Visibility
Analysts have lifted their Sanmina price target from $223.75 to $240.00, citing the use of a P/E multiple more in line with peers and higher confidence in revenue growth following recent management discussions. What’s in the News for Sanmina Sanmina raised its full year 2026 revenue guidance to a range of US$14.0b to US$14.3b, compared with prior guidance of US$13.7b to US$14.3b.Mise à jour du récit • Jul 13
SANM: Future Multiple Will Hinge On IoT Momentum And Medical Manufacturing
Analysts have raised their Sanmina price target from $145 to $185, citing the application of a higher P/E multiple that is more in line with peers and greater confidence in the company's revenue growth trajectory. What’s in the News for Sanmina Sanmina reported first quarter revenue of US$4.01b, which the company described as a 102% year over year increase and 22.8% above analysts' expectations, driven by areas such as IoT connectivity and industrial automation, according to recent earnings coverage.Mise à jour du récit • Jun 29
SANM: Revenue Confidence And Buybacks Will Support Higher Earnings Multiple
Sanmina's analyst price target has moved from $200 to $280, with analysts pointing to the use of a higher P/E multiple that is more in line with peers and supported by increased confidence in the company’s revenue growth profile. Analyst Commentary Recent research commentary on Sanmina centers on how the stock is valued relative to peers and how confident analysts are in the company’s revenue outlook.Mise à jour du récit • Jun 15
SANM: Higher Peer P E Multiples Will Ultimately Expose Revenue Execution Risk
Analysts have raised their Sanmina fair value estimate from $212.25 to $223.75. This revision reflects the use of a higher P/E multiple that is closer to peers and is supported by increased confidence in the company’s revenue growth outlook cited in recent research updates.Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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?Mise à jour du récit • 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.Nouveau récit • 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?Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.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 AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Sanmina gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 27 Jun 26 | 12,763 | 308 | 411 | 34 |
| 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 |
Des revenus de qualité: SANM a un important ponctuel perte de $170.6M impactant ses 12 derniers mois de résultats financiers à 27th June, 2026.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de SANM sont inférieures à celles de l'année dernière SANM. (2.4%) sont inférieures à celles de l'année dernière (3.2%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de SANM ont diminué de 0.4% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de SANM au cours de l'année écoulée ( 19% ) dépasse sa moyenne sur 5 ans ( -0.4% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices SANM au cours de l'année écoulée ( 19% ) n'a pas surpassé celle du secteur Electronic 22.1%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de SANM ( 11.8% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/11 22:14 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/27 |
| Revenus annuels | 2025/09/27 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Sanmina Corporation est couverte par 17 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Ruplu Bhattacharya | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |