Sanmina Co.

AMD now expects higher demand and unit volumes for the Helios AI racks in 2027 than previously forecast, which should lift production revenues already in Q3 and push them up markedly in Q4. After acquiring ZT Systems’ manufacturing unit, Sanmina is positioned as the preferred production partner for new AMD AI racks, significantly improving revenue visibility for Sanmina. Additional customers such as Meta, OpenAI and Anthropic, plus planned capacity expansions by Cerebras, strengthen the outlook for contract manufacturers in 2026/2027. » Plus sur finanzen.net

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