Sanmina (SANM) to Release Earnings on Monday

Sanmina (NASDAQ:SANM) is expected to release 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. Investors may review the information on the company’s upcoming Q3 2026 earning report for the latest details on the call scheduled for Monday, July 27, 2026 at 5:00 PM ET.

Sanmina (NASDAQ:SANM) last announced its earnings results on Monday, April 27th. The electronics maker reported $3.16 EPS for the quarter, beating the consensus estimate of $2.42 by $0.74. Sanmina had a net margin of 2.29% and a return on equity of 16.23%. The company 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. The firm’s revenue for the quarter was up 102.3% on a year-over-year basis. 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

SANM stock opened at $197.24 on Monday. The stock’s fifty day simple moving average is $239.12 and its two-hundred day simple moving average is $184.89. 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. The stock has a market cap of $10.57 billion, a P/E ratio of 41.70, a P/E/G ratio of 0.76 and a beta of 1.56.

Insider Transactions at Sanmina

In related news, EVP Alan Mcwilliams Reid sold 1,000 shares of the business’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $218.17, for a total transaction of $218,170.00. Following the sale, the executive vice president directly owned 31,481 shares in the company, valued at approximately $6,868,209.77. The trade was a 3.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Jure Sola sold 118,368 shares of the stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $228.84, for a total value of $27,087,333.12. Following the sale, the chief executive officer directly owned 1,227,573 shares in the company, valued at $280,917,805.32. This trade represents a 8.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 156,509 shares of company stock valued at $35,699,476. 3.10% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in SANM. ANB Bank bought a new stake in shares of Sanmina during the 4th quarter valued at about $239,000. Hollencrest Capital Management bought a new position in shares of Sanmina in the fourth quarter worth approximately $214,000. Abel Hall LLC bought a new position in shares of Sanmina in the third quarter worth approximately $201,000. Shelton Capital Management purchased a new stake in Sanmina in the third quarter valued at approximately $224,000. Finally, Brooklyn Investment Group raised its stake in Sanmina by 199.8% in the third quarter. Brooklyn Investment Group now owns 1,874 shares of the electronics maker’s stock valued at $216,000 after purchasing an additional 1,249 shares in the last quarter. Hedge funds and other institutional investors own 92.71% of the company’s stock.

Wall Street Analyst Weigh In

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

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.