Sanmina (SANM)
Builds complex electronics and AI data-center systems for OEMs across mission-critical markets.
$216.00
After hours+0.24 (+0.11%)
At close$215.76(+3.00%)
In millions of USD, except per-share figures
| In millions | Q4 FY23Sep 2023 | Q1 FY24Dec 2023 | Q2 FY24Mar 2024 | Q3 FY24Jun 2024 | Q4 FY24Sep 2024 | Q1 FY25Dec 2024 | Q2 FY25Mar 2025 | Q3 FY25Jun 2025 | Q4 FY25Sep 2025 | Q1 FY26Dec 2025 | Q2 FY26Mar 2026 | Q3 FY26Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2,052 | 1,875 | 1,841 | 1,841 | 2,018 | 2,006 | 1,984 | 2,042 | 2,096 | 3,190 | 4,013 | 3,464 |
| Cost of revenue | 1,879 | 1,714 | 1,688 | 1,688 | 1,846 | 1,838 | 1,808 | 1,861 | 1,905 | 2,949 | 3,659 | 3,101 |
| Gross profit | 173 | 161 | 154 | 154 | 171 | 168 | 176 | 181 | 191 | 241 | 354 | 363 |
| 74 | 73 | 71 | 71 | 82 | 79 | 85 | 85 | 113 | 124 | 123 | 141 | |
| Research & development | 8 | 6 | 8 | 8 | 8 | 7 | 7 | 8 | 9 | 9 | 8 | 8 |
| 62 | 65 | 62 | 62 | 70 | 71 | 76 | 70 | 74 | 115 | 114 | 109 | |
| General & administrative | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 109 |
| Other expenses | 4 | 2 | 2 | 2 | 3 | 1 | 1 | 8 | 31 | 0 | 2 | 23 |
| Operating income | 99 | 88 | 82 | 82 | 90 | 89 | 92 | 96 | 78 | 118 | 230 | 223 |
| −13 | −6 | −8 | −8 | −3 | −2 | −3 | −4 | −5 | −56 | −99 | −31 | |
| Interest income | 4 | 4 | 3 | 3 | 3 | 3 | 4 | 4 | 4 | 8 | 8 | 10 |
| Interest expense | 8 | 8 | 8 | 8 | 5 | 5 | 5 | 5 | 5 | 25 | 32 | 32 |
| Other non-operating income | 4 | −3 | 0 | 0 | −2 | −3 | −2 | −1 | 0 | 31 | 67 | −1 |
| Income before tax | 87 | 82 | 75 | 75 | 87 | 86 | 88 | 91 | 73 | 62 | 131 | 192 |
| Income tax expense | 21 | 21 | 20 | 20 | 19 | 15 | 18 | 19 | 21 | 10 | 33 | 66 |
| Net income from continuing operations | 65 | 60 | 55 | 55 | 67 | 71 | 71 | 73 | 52 | 52 | 98 | 125 |
| Other adjustments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | −8 | 0 |
| Net income | 62 | 57 | 52 | 52 | 61 | 65 | 64 | 69 | 48 | 49 | 94 | 117 |
| EPS, basic | $1.08 | $1.01 | $0.93 | $0.93 | $1.12 | $1.20 | $1.18 | $1.28 | $0.90 | $0.91 | $1.72 | $2.17 |
| EPS, diluted | $1.04 | $0.98 | $0.91 | $0.91 | $1.09 | $1.16 | $1.16 | $1.26 | $0.88 | $0.89 | $1.70 | $2.12 |
| Weighted average shares, basic | 57 | 57 | 55 | 55 | 55 | 54 | 54 | 54 | 54 | 54 | 54 | 54 |
| Weighted average shares, diluted | 59 | 58 | 57 | 57 | 56 | 56 | 56 | 54 | 54 | 56 | 55 | 55 |
| EBITDA | 126 | 121 | 112 | 112 | 123 | 123 | 122 | 126 | 108 | 126 | 210 | 224 |
| Depreciation & amortization | 31 | 31 | 30 | 30 | 32 | 32 | 28 | 30 | 30 | 40 | 47 | 0 |
| EBIT | 95 | 90 | 82 | 82 | 92 | 91 | 93 | 96 | 78 | 86 | 163 | 224 |
