Sanmina Corp

SANM

Equity

ISIN null / Valor 19981543

NASDAQ (2025-12-23)

USD 154.17+0.84%

Sanmina Corp
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About company

Sanmina Corporation is a prominent integrated manufacturing solutions provider that designs, manufactures, and repairs highly complex optical, electronic, and mechanical products. Serving primarily Original Equipment Manufacturers (OEMs), Sanmina delivers comprehensive end-to-end design, manufacturing, and logistics services across various sectors, including industrial, medical, defense and aerospace, automotive, communications networks, and cloud infrastructure. The company is recognized for its technological leadership and commitment to quality, ensuring superior performance, flexibility, and reliable support to meet the stringent demands of its diverse clientele. By maintaining a robust Quality Management System, Sanmina consistently strives to exceed customer expectations in terms of product quality, delivery efficiency, and service excellence.

Summarized from source with an LLMView SourceSector: Technology

Q4 Fiscal 2025 — revenue and EPS

Revenue: $2.096 billion. GAAP diluted EPS: $0.88; Non‑GAAP diluted EPS: $1.67. GAAP operating margin: 3.7%; Non‑GAAP operating margin: 6.0%.

Full‑Year Fiscal 2025

Revenue: $8.128 billion (up ~7.4% year‑over‑year). GAAP diluted EPS: $4.46; Non‑GAAP diluted EPS: $6.04. Non‑GAAP operating margin: 5.7% (expanded ~30 basis points year‑over‑year).

Cash flow and liquidity

Operating cash flow: Q4 $199 million; FY'25 $621 million. Free cash flow: Q4 $137 million; FY'25 $478 million. Cash & cash equivalents at quarter end: $926 million.

Capital returns and balance sheet

Share repurchases: ~1.44 million shares for ~$114 million in FY'25. Selected balance sheet items: accounts receivable $1.40 billion, inventories $1.99 billion, total assets $5.858 billion, total liabilities $3.319 billion (current + long‑term), stockholders' equity $2.539 billion.

Drivers and strategic update

Management cited strength in Communications Networks and Cloud & AI Infrastructure and disciplined cost management. Sanmina noted the acquisition of ZT Systems as transformative—expected to increase scale and expand Cloud/AI capabilities.

Fiscal Q1 2026 outlook

Revenue guidance: $2.9 billion to $3.2 billion. Non‑GAAP diluted EPS guidance: $1.95 to $2.25 (forward‑looking non‑GAAP measure).

Other items / caveats

Q4 included acquisition and integration charges ($27.1 million) and restructuring ($3.4 million). The company highlighted customary forward‑looking risks (including integration, market, trade and customer concentration risks) in its Safe Harbor statement.

Summarized from source with an LLMView Source

Key figures

99.6%1Y

164%3Y

384%5Y

Performance

54.9%1Y

43.8%3Y

39.1%5Y

Volatility