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SANM Sanmina Corporation

USTechnology
$212.88+1.58%ClosedMarket Cap: $11.41B

As of 2026-07-09 16:00

Why SANM matters now

Sanmina Corporation (SANM) is a US stock in Technology. The latest InvestLog snapshot shows $212.88 with +1.58% on the session and $11.41B in market capitalization; recent performance reads 1-month +7.47% and YTD +60.92%.

The latest financial table shown here is Q2 2026, with revenue of $4.01B, net income of $93.6M, and EPS of $1.70. Investors can compare that operating picture with valuation signals such as P/E 31.27 and FCF yield 5.7%.

The latest indexable market news headline is "Jabil vs. Celestica: Which EMS Stock is a Better Buy Right Now?" from Zacks Investment Research.

Additional event context on this page matters because analyst consensus is Hold with a median target of $200.00; recent insider activity includes Faust Jonathan P filing S-Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

31.27

PEG

122.10

P/B

5.41

P/S

1.14

EV/EBITDA

23.74

DCF Value

$30.51

FCF Yield

5.7%

Div Yield

0.0%

Margins & Returns

Gross Margin

8.5%

Operating Margin

4.6%

Net Margin

2.3%

ROE

10.9%

ROA

2.7%

ROIC

7.4%

Financials

PeriodRevenueNet IncomeEPS
Q2 2026$4.01B$93.6M$1.70
Q1 2026$3.19B$49.3M$0.89
Q4 2025$2.10B$48.1M$0.88
FY 2025$8.13B$245.9M$4.46

Analyst Ratings

Consensus

Hold

Target (Consensus)

$200.00

Target (Median)

$200.00

Target Range

$200.00 - $200.00

Strong Buy: 0Buy: 1Hold: 3Sell: 0Strong Sell: 0
Argus ResearchBuy
2026-01-28
B of A SecuritiesNeutral
2025-07-11

Trading Activity

Insider Trades

Faust Jonathan Pofficer: EVP & CFO
Sell2026-06-01
Faust Jonathan Pofficer: EVP & CFO
Sell2026-06-01
REID ALAN McWILLIAMSofficer: EVP, Global Human Resources
Sell2026-05-28
REID ALAN McWILLIAMSofficer: EVP, Global Human Resources
Sell2026-05-12
SOLA JUREofficer: Chairman & CEO
Sell2026-05-08

Company Info

Sector

Technology

Industry

Hardware, Equipment & Parts

Country

US

Exchange

Beta

1.56

Sanmina Corporation delivers comprehensive manufacturing services, encompassing components, finished goods, repair, supply chain management, and post-sale support on a global scale. Its operations are structured into two principal divisions: Integrated Manufacturing Solutions, and Components, Products and Services. The company's extensive service portfolio includes product ideation and engineering – from initial concept development and detailed design to prototyping, validation, pre-production, manufacturing readiness, and ultimate product industrialization. Furthermore, Sanmina provides assembly and testing, direct order shipping and logistics, post-market product maintenance and assistance, and end-to-end supply chain oversight. It also undertakes the production of individual components, subassemblies, and complete systems. Beyond these services, Sanmina offers a range of specialized products like interconnect systems (e.g., printed circuit boards, backplanes, cable assemblies, plastic injection molded parts), mechanical systems (such as custom enclosures and precision-machined components), advanced solutions in memory, storage, radio frequency, optics, and microelectronics, along with defense and aerospace-specific items, and cloud-enabled manufacturing execution software. The company primarily caters to original equipment manufacturers across diverse sectors, including industrial, healthcare, defense and aviation, automotive, telecommunications, and cloud computing. Established in 1980, Sanmina Corporation maintains its corporate headquarters in San Jose, California.