Sanmina 경영진
경영진 기준 점검 4/4
Sanmina CEO는 Jure Sola, Jan1980 에 임명되었습니다 의 임기는 46.67 년입니다. 총 연간 보상은 $18.18M, 6.7% 급여 및 93.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $275.88M 가치에 해당하는 회사 주식의 2.63% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 13.9 년과 3.8 년입니다.
핵심 정보
Jure Sola
최고경영자
US$18.2m
총 보수
| CEO 급여 비율 | 6.72% |
| CEO 재임 기간 | 46.7yrs |
| CEO 지분 보유율 | 2.6% |
| 경영진 평균 재임 기간 | 13.9yrs |
| 이사회 평균 재임 기간 | 3.8yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • Sep 15
Sanmina: AI Rack Manufacturing Is Rewriting The Earnings Base
Summary Sanmina is well-positioned to capitalize on AI system demand, leveraging its expanded manufacturing footprint post-ZT Systems acquisition. SANM trades at a discount to peers, with a Buy rating contingent on profitable execution and sustained cash flow from new and existing operations. My investment thesis hinges on SANM delivering repeatable, profitable production, integrating ZT assets, and maintaining or improving margins amid customer concentration risks. Valuation upside exists, with a $287 price target based on 19x estimated earnings, but only if operational performance and cash conversion improve as forecasted. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 27 2026 | n/a | n/a | US$308m |
| Mar 28 2026 | n/a | n/a | US$260m |
| Dec 27 2025 | n/a | n/a | US$230m |
| Sep 27 2025 | US$18m | US$1m | US$246m |
| Jun 28 2025 | n/a | n/a | US$259m |
| Mar 29 2025 | n/a | n/a | US$242m |
| Dec 28 2024 | n/a | n/a | US$230m |
| Sep 28 2024 | US$17m | US$1m | US$223m |
| Jun 29 2024 | n/a | n/a | US$223m |
| Mar 30 2024 | n/a | n/a | US$248m |
| Dec 30 2023 | n/a | n/a | US$275m |
| Sep 30 2023 | US$15m | US$1m | US$310m |
| Jul 01 2023 | n/a | n/a | US$306m |
| Apr 01 2023 | n/a | n/a | US$307m |
| Dec 31 2022 | n/a | n/a | US$276m |
| Oct 01 2022 | US$17m | US$1m | US$240m |
| Jul 02 2022 | n/a | n/a | US$219m |
| Apr 02 2022 | n/a | n/a | US$259m |
| Jan 01 2022 | n/a | n/a | US$258m |
| Oct 02 2021 | US$15m | US$1m | US$250m |
| Jul 03 2021 | n/a | n/a | US$264m |
| Apr 03 2021 | n/a | n/a | US$192m |
| Jan 02 2021 | n/a | n/a | US$149m |
| Oct 03 2020 | US$6m | US$929k | US$133m |
| Jun 27 2020 | n/a | n/a | US$108m |
| Mar 28 2020 | n/a | n/a | US$106m |
| Dec 28 2019 | n/a | n/a | US$142m |
| Sep 28 2019 | US$5m | US$875k | US$142m |
보상 대 시장: Jure의 총 보수(USD18.18M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.74M) 수준입니다.
보상과 수익: Jure의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Jure Sola (75 yo)
46.7yrs
재임 기간
US$18,183,981
보수
Mr. Jure Sola Co-Founded Sanmina Corporation in 1980 and has been its Executive Chairman since December 2017. He serves as Chief Executive Officer at Sanmina Corporation since August 17, 2020. Mr. Sola ser...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 46.7yrs | US$18.18m | 2.63% $ 275.9m | |
| Executive VP & CFO | 2.8yrs | US$4.84m | 0% $ 0 | |
| Executive Vice President of Worldwide Sales | 3.5yrs | US$2.37m | 0.050% $ 5.2m | |
| Executive Vice President of Global Human Resources | 13.9yrs | US$2.35m | 0.046% $ 4.8m | |
| Senior VP | 1.7yrs | 데이터 없음 | 0.035% $ 3.6m | |
| Senior Vice President of Investor Communications | 29.7yrs | 데이터 없음 | 데이터 없음 | |
| VP of Legal | no data | 데이터 없음 | 데이터 없음 | |
| President of Components Technology | 5.7yrs | US$2.69m | 데이터 없음 | |
| Chief Operating Officer of Americas IMS | 13.9yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP & Treasurer | 16.6yrs | 데이터 없음 | 데이터 없음 |
13.9yrs
평균 재임 기간
63yo
평균 나이
경험이 풍부한 관리: SANM의 경영진은 노련하고 경험이 풍부합니다(평균 재임 13.9 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 36.9yrs | US$18.18m | 2.63% $ 275.9m | |
| Lead Independent Director | 7yrs | US$340.00k | 0.039% $ 4.1m | |
| Independent Director | 3.3yrs | US$325.00k | 0.014% $ 1.5m | |
| Independent Director | 3.8yrs | US$295.00k | 0.011% $ 1.1m | |
| Director | no data | 데이터 없음 | 데이터 없음 | |
| Independent Director | 4.8yrs | US$295.00k | 0.017% $ 1.8m | |
| Independent Director | 19.1yrs | US$320.00k | 0.049% $ 5.2m | |
| Independent Director | 1.5yrs | US$275.00k | 0.0048% $ 504.4k | |
| Independent Director | 3.3yrs | US$285.00k | 0.0076% $ 794.4k |
3.8yrs
평균 재임 기간
66yo
평균 나이
경험이 풍부한 이사회: SANM의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/18 06:13 |
| 종가 | 2026/09/18 00:00 |
| 수익 | 2026/06/27 |
| 연간 수익 | 2025/09/27 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Sanmina Corporation는 17명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James Kelleher | Argus Research Company |
| Ruplu Bhattacharya | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |