Sanmina (SANM) Expected to Release Earnings on Monday

Sanmina (NASDAQ:SANM) will likely be releasing its Q3 2026 results after the market closes on Monday, July 27th. Analysts expect Sanmina to announce earnings of $2.78 per share and revenue of $3.3960 billion for the quarter. Sanmina has set its Q3 2026 guidance at 2.550-2.850 EPS and its FY 2026 guidance at 10.750-11.350 EPS. Individuals may review the information on the company’s upcoming Q3 2026 earning overview page for the latest details on the call scheduled for Monday, July 27, 2026 at 5:00 PM ET.

Sanmina (NASDAQ:SANM) last announced its quarterly earnings results on Monday, April 27th. The electronics maker reported $3.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.42 by $0.74. Sanmina had a return on equity of 16.23% and a net margin of 2.29%.The business had revenue of $4.01 billion during the quarter, compared to the consensus estimate of $3.28 billion. During the same quarter in the prior year, the company posted $1.16 earnings per share. Sanmina’s revenue was up 102.3% compared to the same quarter last year. On average, analysts expect Sanmina to post $9 EPS for the current fiscal year and $11 EPS for the next fiscal year.

Sanmina Price Performance

Sanmina stock opened at $208.43 on Friday. The company’s 50 day moving average price is $236.49 and its two-hundred day moving average price is $186.77. The stock has a market cap of $11.17 billion, a P/E ratio of 44.07, a P/E/G ratio of 0.80 and a beta of 1.56. Sanmina has a 52 week low of $95.49 and a 52 week high of $288.68. The company has a quick ratio of 1.03, a current ratio of 1.71 and a debt-to-equity ratio of 0.77.

Analyst Ratings Changes

Several research analysts have recently weighed in on the company. JPMorgan Chase & Co. started coverage on Sanmina in a research note on Monday, March 30th. They set a “neutral” rating and a $145.00 price target for the company. Susquehanna initiated coverage on Sanmina in a research note on Wednesday, April 1st. They issued a “neutral” rating and a $135.00 price objective on the stock. Weiss Ratings raised shares of Sanmina from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 15th. Zacks Research lowered shares of Sanmina from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 29th. Finally, Wall Street Zen downgraded shares of Sanmina from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 18th. Two equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $160.00.

Insiders Place Their Bets

In other Sanmina news, CFO Jonathan P. Faust sold 10,076 shares of the firm’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $265.80, for a total transaction of $2,678,200.80. Following the sale, the chief financial officer owned 77,000 shares in the company, valued at $20,466,600. This trade represents a 11.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Joseph G. Licata, Jr. sold 26,565 shares of Sanmina stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $211.03, for a total value of $5,606,011.95. Following the sale, the director directly owned 27,809 shares of the company’s stock, valued at approximately $5,868,533.27. This trade represents a 48.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 156,509 shares of company stock worth $35,699,476. 3.10% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Sanmina

Large investors have recently modified their holdings of the company. Blair William & Co. IL purchased a new position in shares of Sanmina during the third quarter worth approximately $348,000. Headlands Technologies LLC purchased a new stake in shares of Sanmina in the 4th quarter valued at $338,000. Virtu Financial LLC purchased a new stake in shares of Sanmina in the 3rd quarter valued at $313,000. Coldstream Capital Management Inc. bought a new position in shares of Sanmina during the 3rd quarter valued at $306,000. Finally, Polymer Capital Management US LLC bought a new position in shares of Sanmina during the 4th quarter valued at $304,000. 92.71% of the stock is owned by hedge funds and other institutional investors.

Sanmina Company Profile

Sanmina Corporation is a leading global electronics manufacturing services (EMS) provider specializing in the design, production and end-to-end supply chain solutions for complex electronic products. Founded in 1980, the company has built a reputation for delivering high-reliability manufacturing across a wide range of industries, including communications, computing, aerospace and defense, medical, automotive and industrial sectors.

Sanmina’s core offerings encompass product design and engineering support, precision PCB fabrication and assembly, system integration, testing, and final system deployment.