Sanmina Co.

Sanmina beat expectations in the third quarter with adjusted EPS of $3.31 (expectation $2.77) and revenue of $3.46 billion, driven by the acquisition of ZT Systems and 17% growth in the core business. The stock fell pre-market because the revenue guidance for Q4 ($3.30–3.60 billion, midpoint $3.45 billion) is about 2% below the analyst consensus. CFO Jon Faust attributed the weaker outlook to timing shifts in older ZT programs and the timing of revenue recognition for the accelerated computing program. Additional insider sales of roughly $37.9 million and weakness on the NASDAQ further weighed on the share price. » Plus sur de.investing.com

Sanmina-SCI will report results for the quarter ended June 30, 2026 on July 27, 2026. Five analysts on average expect EPS of $2.77 (prior year $1.26) and revenue of $3.40 billion on average versus $2.04 billion in the year-ago quarter. For the fiscal year, average analyst estimates are EPS of $11.16 and revenue of $14.12 billion, well above last year’s figures. » Plus sur finanzen.net

Sanmina reported Q2 FY2026 revenue of $4.01 billion (up 102% year‑over‑year) and diluted non‑GAAP EPS of $3.16, significantly beating consensus estimates. The driver was the acquisition and integration of ZT Systems (revenue $1.88 billion) and strong demand for compute solutions for hyperscale data centers. Liquidity remains robust; the company repurchased shares and approved an additional $600 million in buybacks. Sanmina raised its full‑year guidance to $13.7–14.3 billion and is targeting over $16 billion in revenue for FY2027, but warned of concentration and supply‑chain risks in its cloud/AI business. » Plus sur de.investing.com