Sanmina (SANM) Projected to Post Quarterly Earnings on Monday

Sanmina (NASDAQ:SANM) is expected to post its Q3 2026 results after the market closes on Monday, July 27th. Analysts expect the company to post 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. Interested persons may review the information on the company’s upcoming Q3 2026 earning results page for the latest details on the call scheduled for Monday, July 27, 2026 at 5:00 PM ET.

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

Sanmina Stock Down 4.6%

NASDAQ:SANM opened at $208.43 on Friday. The business’s fifty day moving average price is $236.49 and its 200 day moving average price is $186.77. The firm has a market capitalization of $11.17 billion, a price-to-earnings ratio of 44.07, a PEG ratio of 0.84 and a beta of 1.56. The company has a current ratio of 1.71, a quick ratio of 1.03 and a debt-to-equity ratio of 0.77. Sanmina has a 1-year low of $95.49 and a 1-year high of $288.68.

Insider Activity

In other news, EVP Alan Mcwilliams Reid sold 1,000 shares of the company’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $218.17, for a total transaction of $218,170.00. Following the completion of the sale, the executive vice president owned 31,481 shares in the company, valued at approximately $6,868,209.77. This represents a 3.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director David V. Hedley III sold 500 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $219.52, for a total value of $109,760.00. Following the transaction, the director directly owned 7,376 shares in the company, valued at approximately $1,619,179.52. This represents a 6.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 156,509 shares of company stock valued at $35,699,476. Corporate insiders own 3.10% of the company’s stock.

Institutional Investors Weigh In On Sanmina

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Vise Technologies Inc. grew its holdings in Sanmina by 2.0% during the third quarter. Vise Technologies Inc. now owns 3,625 shares of the electronics maker’s stock valued at $417,000 after purchasing an additional 71 shares during the last quarter. Smartleaf Asset Management LLC raised its position in shares of Sanmina by 7.0% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,751 shares of the electronics maker’s stock valued at $266,000 after purchasing an additional 114 shares during the period. Lido Advisors LLC lifted its stake in shares of Sanmina by 3.5% in the third quarter. Lido Advisors LLC now owns 4,156 shares of the electronics maker’s stock worth $478,000 after buying an additional 140 shares during the last quarter. Cetera Investment Advisers lifted its stake in shares of Sanmina by 0.8% in the fourth quarter. Cetera Investment Advisers now owns 22,295 shares of the electronics maker’s stock worth $3,346,000 after buying an additional 172 shares during the last quarter. Finally, Xponance LLC boosted its holdings in shares of Sanmina by 4.5% during the 4th quarter. Xponance LLC now owns 4,317 shares of the electronics maker’s stock worth $648,000 after buying an additional 185 shares during the period. 92.71% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

SANM has been the topic of several research analyst reports. Wall Street Zen cut Sanmina from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 18th. JPMorgan Chase & Co. assumed coverage on shares of Sanmina in a research report on Monday, March 30th. They issued a “neutral” rating and a $145.00 price target for the company. Weiss Ratings upgraded shares of Sanmina from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 15th. Susquehanna began coverage on shares of Sanmina in a research report on Wednesday, April 1st. They set a “neutral” rating and a $135.00 price objective on the stock. Finally, Zacks Research lowered shares of Sanmina from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 29th. Two investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $160.00.

About Sanmina

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.