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Sanmina Earnings Calls
| Release date | Apr 27, 2026 |
| EPS estimate | $2.42 |
| EPS actual | $3.16 |
| EPS Surprise | 30.58% |
| Revenue estimate | 3.285B |
| Revenue actual | 4.013B |
| Revenue Surprise | 22.17% |
| Release date | Jan 26, 2026 |
| EPS estimate | $2.15 |
| EPS actual | $2.38 |
| EPS Surprise | 10.70% |
| Revenue estimate | 3.076B |
| Revenue actual | 3.19B |
| Revenue Surprise | 3.70% |
| Release date | Nov 03, 2025 |
| EPS estimate | $1.57 |
| EPS actual | $1.67 |
| EPS Surprise | 6.37% |
| Revenue estimate | 2.057B |
| Revenue actual | 2.096B |
| Revenue Surprise | 1.94% |
| Release date | Jul 28, 2025 |
| EPS estimate | $1.42 |
| EPS actual | $1.53 |
| EPS Surprise | 7.75% |
| Revenue estimate | 2.051B |
| Revenue actual | 2.042B |
| Revenue Surprise | -0.453% |
Last 4 Quarters for Sanmina
Below you can see how SANM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 28, 2025 |
| Price on release | $98.35 |
| EPS estimate | $1.42 |
| EPS actual | $1.53 |
| EPS surprise | 7.75% |
| Date | Price |
|---|---|
| Jul 22, 2025 | $99.65 |
| Jul 23, 2025 | $100.65 |
| Jul 24, 2025 | $95.79 |
| Jul 25, 2025 | $98.58 |
| Jul 28, 2025 | $98.35 |
| Jul 29, 2025 | $120.76 |
| Jul 30, 2025 | $115.90 |
| Jul 31, 2025 | $116.04 |
| Aug 01, 2025 | $110.96 |
| 4 days before | -1.31% |
| 4 days after | 12.83% |
| On release day | 22.79% |
| Change in period | 11.35% |
| Release date | Nov 03, 2025 |
| Price on release | $140.34 |
| EPS estimate | $1.57 |
| EPS actual | $1.67 |
| EPS surprise | 6.37% |
| Date | Price |
|---|---|
| Oct 28, 2025 | $134.89 |
| Oct 29, 2025 | $138.09 |
| Oct 30, 2025 | $135.48 |
| Oct 31, 2025 | $137.05 |
| Nov 03, 2025 | $140.34 |
| Nov 04, 2025 | $163.58 |
| Nov 05, 2025 | $177.83 |
| Nov 06, 2025 | $172.51 |
| Nov 07, 2025 | $170.31 |
| 4 days before | 4.04% |
| 4 days after | 21.36% |
| On release day | 16.56% |
| Change in period | 26.26% |
| Release date | Jan 26, 2026 |
| Price on release | $182.82 |
| EPS estimate | $2.15 |
| EPS actual | $2.38 |
| EPS surprise | 10.70% |
| Date | Price |
|---|---|
| Jan 20, 2026 | $174.73 |
| Jan 21, 2026 | $181.17 |
| Jan 22, 2026 | $179.51 |
| Jan 23, 2026 | $177.83 |
| Jan 26, 2026 | $182.82 |
| Jan 27, 2026 | $143.19 |
| Jan 28, 2026 | $152.65 |
| Jan 29, 2026 | $154.43 |
| Jan 30, 2026 | $141.68 |
| 4 days before | 4.63% |
| 4 days after | -22.50% |
| On release day | -21.68% |
| Change in period | -18.91% |
| Release date | Apr 27, 2026 |
| Price on release | $188.08 |
| EPS estimate | $2.42 |
| EPS actual | $3.16 |
| EPS surprise | 30.58% |
| Date | Price |
|---|---|
| Apr 21, 2026 | $174.06 |
| Apr 22, 2026 | $176.20 |
| Apr 23, 2026 | $180.02 |
| Apr 24, 2026 | $192.16 |
| Apr 27, 2026 | $188.08 |
| Apr 28, 2026 | $215.46 |
| Apr 29, 2026 | $208.67 |
| Apr 30, 2026 | $217.82 |
| May 01, 2026 | $223.27 |
| 4 days before | 8.05% |
| 4 days after | 18.71% |
| On release day | 14.56% |
| Change in period | 28.27% |
Sanmina Earnings Call Transcript Summary of Q1 2026
Sanmina reported a strong start to fiscal 2026: Q1 revenue $3.19B, non-GAAP operating margin 6.0%, non-GAAP diluted EPS $2.38, and operating cash flow $179M. Revenue was up 59% year-over-year, driven by communications networks and cloud & AI infrastructure growth in the core business and the contribution from the recently acquired ZT Systems. IMS segment revenue and margins improved (IMS gross margin 8.7%), CPS revenue grew modestly but is investing in new programs that should be margin-accretive over time. The company ended the quarter with $1.42B cash, no revolver borrowings, ~ $3.6B total liquidity, inventory elevated due to the ZT Systems acquisition (inventory turns impacted since only two months of COGS were included), and a conservative net leverage ratio of 0.8x. Q2 guidance: revenue $3.1B–$3.4B (midpoint $3.25B), non-GAAP operating margin 5.7%–6.2%, non-GAAP diluted EPS $2.25–$2.55 (midpoint $2.40), capex ≈ $95M, tax rate 21%–23%. Management says ZT Systems integration is on track, the acquisition is immediately EPS-accretive, and they see strong pipelines for AI/data-center and communications opportunities. Longer-term objectives include doubling revenue over two years (management expressed comfort with a path to ~$14B and AI opportunities targeting ~$16B+ by calendar 2027), disciplined ROI-based capital allocation, continued investments in capacity (U.S., India, Mexico), and a goal to reach investment-grade ratings over time.
