Sanmina Tidigare resultatutveckling
Tidigare kriterier kontrolleras 1/6
Sanmina s intäkter har minskat med en genomsnittlig årlig takt på -0.1%, medan Electronic -branschen såg intäkter på växande på 3.8% årligen. Intäkterna har varit växande med en genomsnittlig takt på 5.5% per år. Sanmina s avkastning på eget kapital är 10.5% och den har en nettomarginal på 2.3%.
Viktig information
-0.14%
Tillväxttakt i vinsten
4.26%
Tillväxttakt för EPS
| Electronic Tillväxt i branschen | 15.34% |
| Intäkternas tillväxttakt | 5.52% |
| Avkastning på eget kapital | 10.51% |
| Nettomarginal | 2.29% |
| Senaste uppdateringen av resultatet | 28 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Seeking Alpha • Apr 28
Sanmina: The 2027 Guidance Provides Comfort
Summary Sanmina delivered a blowout Q2, with revenues more than doubling to $4.01 billion, driven by the ZT Systems acquisition and robust AI/data center demand. Q2 results exceeded expectations, but management confirmed sales were pulled forward, with H2 2024 revenues expected to normalize around a $14 billion run rate. Sanmina's 2027 guidance targets over $16 billion in sales and realistic earnings of $11 per share, supporting recent share price re-rating to 20x forward earnings. With net debt at $600 million and a new buyback program, Sanmina's capital allocation remains disciplined, though near-term upside appears limited after a sharp rally. Read the full article on Seeking Alpha
Analysuppdatering • 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.
Ny analys • 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?Analysuppdatering • 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.
Ny analys • 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?Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...Analysartikel • 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...Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...Analysartikel • 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 Alpha
Ny analys • Sep 03
Calculated Wins In Cloud And Communication Networks Promise Revenue Surge And Enhanced Margins
Diversifying revenue sources by investing in high-margin sectors like cloud infrastructure and defense could enhance net margins and earnings.Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Sanmina tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 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 |
Kvalitetsintäkter: SANM har en stor engång förlust av $155.5M {1 månader till 28th March, 2026 1 månader) 28th March, 2026.
Växande vinstmarginal: SANM s nuvarande netto vinstmarginaler (2.3%) är lägre än förra året (3.1%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: SANM s intäkter har minskat med 0.1% per år under de senaste 5 åren.
Accelererande tillväxt: SANM s intäktstillväxt under det senaste året ( 7.2% ) överstiger sitt 5-åriga genomsnitt ( -0.1% per år).
Resultat vs industri: SANM vinsttillväxt under det senaste året ( 7.2% ) överträffade inte Electronic branschen 12.5%.
Avkastning på eget kapital
Hög ROE: SANM s avkastning på eget kapital ( 10.5% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/13 23:36 |
| Aktiekurs vid dagens slut | 2026/05/13 00:00 |
| Intäkter | 2026/03/28 |
| Årlig intjäning | 2025/09/27 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Sanmina Corporation bevakas av 15 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Ruplu Bhattacharya | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |