Latest revenue
$4.01B
as of 2026-03-28
Latest net income
$93.6M
as of 2026-03-28
Net margin
2.3%
as of 2026-03-28
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $13.21B
- Enterprise value
- $13.21B
- P/E (trailing)
- 53.7×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $255.22
- 52-wk low
- $82.45
- Beta
- —
- Shares out
- 53.6M
5-year trend
What this company does
Item 1. Business Overview Sanmina Corporation (“we” or “Sanmina” or the “Company”) is a leading global provider of integrated manufacturing solutions, components, products and repair, logistics and after-market services. We provide these comprehensive offerings primarily to original equipment manufacturers (“OEMs”) in the following industries: industrial, medical, defense and aerospace, automotive, communications networks and cloud infrastructure. Our customer-focused organization with 39,000 employees, including 4,000 temporary employees, supports our customers from 20 countries on four continents. We locate our facilities near our customers and their end markets in major centers for the…
AI summary unavailable — showing raw filing excerpt
Generated from SANM's filing dated 2025-11-13
Key risks
Table of Contents Item 1A. Risk Factors End Market and Operational Risks Adverse changes in the key end markets we target could harm our business by reducing our sales. We provide products and services to companies that serve the industrial, medical, defense and aerospace, automotive, communications networks and cloud infrastructure industries. Adverse changes in any of these end markets could reduce demand for our customers’ products or make these customers more sensitive to the cost of our products and services, either of which could reduce our sales, gross margins and net income. A number of factors could affect these industries in general and our customers in particular, leading to…
AI summary unavailable — showing raw filing excerpt
Generated from SANM's filing dated 2025-11-13
Profitability
Gross margin
8.8%
4.1%Operating margin
4.4%
1.6%Net margin
3.0%
2.9%Return on equity
11.2%
10.5%Return on assets
4.2%
9.0%Leverage
Debt / equity
1.67×
39.4%Long-term debt / equity
0.13×
5.6%Debt / assets
62.5%
14.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-28 | $4.01B | +102.3% | $93.6M | +45.8% | 2.3% |
Q4 2025 2025-12-27 | $3.19B | +59.0% | $49.3M | -24.2% | 1.5% |
Q3 2025 2025-09-27 | $2.10B | +3.9% | $48.1M | -21.7% | 2.3% |
Q2 2025 2025-06-28 | $2.04B | +10.9% | $68.6M | +33.0% | 3.4% |
Q1 2025 2025-03-29 | $1.98B | +8.1% | $64.2M | +22.3% | 3.2% |
Q4 2024 2024-12-28 | $2.01B | +7.0% | $65.0M | +13.9% | 3.2% |
Q3 2024 2024-09-28 | $2.02B | — | $61.4M | — | 3.0% |
Q2 2024 2024-06-29 | $1.84B | -16.6% | $51.6M | -32.5% | 2.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Printed Circuit Boards · SIC 3672
Your notes
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Insider activity
Insider buying
$99.7K
Insider selling
$39.2M
Net activity
−$39.1M
Distinct insiders
10
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns SANM
Institutional value
$4.05B
Total shares held
31.9M
Distinct holders
301
-53 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.6M | $1.11B | +258.5K (+3.1%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.0M | $521.9M | — | New |
| 3 | Invesco Ltd. | 2.4M | $313.1M | -251.9K (-9.4%) | Trimmed |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $304.9M | — | New |
| 5 | DIMENSIONAL FUND ADVISORS LP | 2.2M | $282.2M | -93.8K (-4.1%) | Trimmed |
| 6 | ADVANCED MICRO DEVICES INC | 1.2M | $149.2M | +0 (+0.0%) | No change |
| 7 | Fisher Asset Management, LLC | 833.8K | $108.1M | +183.7K (+28.2%) | Added |
| 8 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 762.4K | $98.8M | — | New |
| 9 | Allianz Asset Management GmbH | 752.8K | $97.6M | -17.9K (-2.3%) | Trimmed |
| 10 | Global Alpha Capital Management Ltd. | 602.6K | $78.1M | +37.9K (+6.7%) | Added |
| 11 | Nuveen, LLC | 467.3K | $60.6M | -113.6K (-19.6%) | Trimmed |
| 12 | Allspring Global Investments Holdings, LLC | 449.2K | $58.5M | — | New |
| 13 | JPMORGAN CHASE & CO | 418.1K | $51.9M | +150.7K (+56.4%) | Added |
| 14 | Bank of New York Mellon Corp | 372.0K | $48.2M | -35.6K (-8.7%) | Trimmed |
| 15 | VANGUARD FIDUCIARY TRUST CO | 363.0K | $47.1M | — | New |
| 16 | NEW YORK STATE COMMON RETIREMENT FUND | 324.4K | $42.1M | -2.5K (-0.8%) | Trimmed |
| 17 | PRINCIPAL FINANCIAL GROUP INC | 319.5K | $41.4M | +7.6K (+2.4%) | Added |
| 18 | HENNESSY ADVISORS INC | 304.9K | $39.5M | — | New |
| 19 | UBS Group AG | 287.0K | $37.2M | — | New |
| 20 | SEI INVESTMENTS CO | 245.4K | $31.8M | -69.8K (-22.2%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once SANM's latest filing finishes processing.