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Sanmina Corporation
SANM · Price history
Price at last available close
$160.55
−$54.36 (-25.30%) 1M
2026-10-30
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Company & revenue
About Sanmina Corporation
Primary reporting period: 2025-09-27 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Sanmina Corporation delivers comprehensive manufacturing services, encompassing components, finished goods, repair, supply chain management, and post-sale support on a global scale. Its operations are structured into two principal divisions: Integrated Manufacturing Solutions, and Components, Products and Services. The company's extensive service portfolio includes product ideation and engineering – from initial concept development and detailed design to prototyping, validation, pre-production, manufacturing readiness, and ultimate product industrialization.
How they make money
Sanmina operates as an integrated manufacturing solutions provider, generating revenue by offering end-to-end design, manufacturing, and repair services for complex, mission-critical products. The company earns fees by providing printed circuit board assembly, high-level assembly, direct order fulfillment, and post-manufacturing logistics to original equipment manufacturers (OEMs) across various high-growth industries.
Products & services
Integrated manufacturing solutions including printed circuit board assembly and test, high-level assembly, direct order fulfillment, and post-manufacturing services such as engineering, supply chain management, and repair.
Brands & revenue mix
A division of Sanmina focused on high-performance storage platforms for enterprise and hyperscaler data centers.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Geographic revenue
Period ended 2025-09-27Source
Period ended 2025-09-27Source
Period ended 2025-09-27Source
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Customer types
Customer concentration
The company discloses that it has a concentration of customers, but does not name them; for the fiscal year ended September 27, 2025, no single customer accounted for 10% or more of total revenue.
Suppliers, materials & equipment
- Electronic components and raw materials suppliers — The company relies on various third-party suppliers for electronic components and raw materials used in its manufacturing processes.Source
- IT and cloud-based network service providers — Third-party providers of internal and cloud-based networks for financial reporting, inventory management, procurement, and payroll.Source
Financial risk observations and what to check
These are saved observations about business performance, not predictions. Review the company filings alongside the interpretation below. Latest stored financial period end: 2026-06-27.
Total debt increased 568.4% versus the same quarter last year.
Compare the added borrowing with available cash, cash generation and maturities. A percentage increase from a small starting balance can look large without measuring the full debt burden.
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
52
Fair
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
86
Strong
Financial Strength
74
Business Quality / Moat
84
Management
90
Growth Quality
97
Risk / Durability
97
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
30
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
38/100
Building Historical Record
Model Score 38/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is mixed across its combined quality, valuation and risk inputs. Review the category scores to identify what is helping or hurting the result.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently cautious.
- •Balance-sheet / debt profile scores strongly
- •Recent buyback activity is present
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
Company-specific research
Questions worth answering for SANM
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can SANM maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is SANM's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •Does SANM's balance between cash and debt leave enough flexibility if business conditions weaken?
- •What future growth or profitability would be needed to justify SANM's current valuation?
- •What does the current fundamental change risk warning mean for the reliability or interpretation of SANM's score?
Essential Investment Snapshot
Wall Street Score
52
Opportunity Score
30
Market Cap
$8.60B
P/E Ratio
31.4
EPS
$5.70
52-Week High
$288.68
52-Week Low
$118.10
Beta
1.61
Intrinsic Value
$58.38
Analyst Target
$131.00
Shares Outstanding
55.2M
Total Revenue
$12.76B
Total Debt
$2.43B
Dividend
No current dividend
Liquidation Value / Share
$50.01
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Strong downward momentum
Elevated movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for SANM
Detected from reported data — verify before acting.Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
Community Sentiment
0 active · 0 total callsNo personal call yet on SANM.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +End-to-end manufacturing solutions.
- +Global facility footprint.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Hardware, Equipment & Parts industry.
- −Cybersecurity and IT infrastructure disruptions.
- −Dependence on third-party suppliers and logistics.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
3 historical score records availablePrevious Score
50
Oct 1, 2026
Change
+1.3
points
Current Score
52
Oct 19, 2026
Category Changes
SANM increased 1.3 points because Revenue improved by 3.2 points, Asset improved by 4.6 points, Capital improved by 8 points.
Positive Contributors
- + Revenue improved by 3.2 points
- + Asset improved by 4.6 points
- + Capital improved by 8 points
Projected Score
Projected Score
55
Projected Change
+3.8 points
Preliminary comparable-period financial changes suggest improvement of approximately 3.8 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
OvervaluedCurrent Price
$160.50
Model Intrinsic Value
$58.38
Difference
+$102.12
+174.9% vs IV
Margin of Safety
-174.9%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $12.76B | $8.13B | $7.57B | $8.94B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $11.61B | $7.41B | $6.93B | $8.19B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $1.15B | $716.4M | $640.4M | $743.2M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $33.6M | $31.1M | $28.5M | $26.4M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $411.3M | $290.2M | $266.2M | $255.1M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $500.2M | $361.8M | $304.9M | $287.6M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $716.6M | $463.2M | $469.1M | $567.3M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $649.2M | $354.6M | $335.5M | $455.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $94.3M | $4.3M | $29.2M | $36.3M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $457.8M | $339.4M | $317.5M | $412.8M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $131.0M | $73.2M | $79.8M | $85.3M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Net Income | $308.1M | $245.9M | $222.5M | $310.0M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $5.70 | $4.56 | $4.00 | $5.36 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 53.86M | 55.13M | 55.59M | 57.85M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 55.13M | 55.18M | 56.97M | 59.81M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$3.46B
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$2.12
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
+568.4%
Cash Change
+120.2%
Margin Change
+0.0 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
- Cash position grew
What Weakened
- Debt increased
Potential Score Impact
Positive indicators included revenue growth, EPS growth, cash levels, net income margin. Pressure indicators included debt levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 69.7%. EPS increased 68.3%. Cash increased 120.2%. Total debt increased 568.4%. Net income margin was essentially unchanged.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
54
Smart Money
54
Number of Gurus
3
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
3 historical recordsHistorical Score Chart
3 of 3 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
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Sanmina Corp (SANM) Shares Fall 6.9% -- GF Value Says Still Overvalued
Rumor Mill · SANM
Corporate developments & opportunities
No reviewed developments match this filter.
The reliability percentage measures the strength of the supporting evidence—not the probability that the event will occur or that the stock will rise. Rumor Mill is separate from the WSS score.
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