Sanmina Corporation

Sanmina Corporation Q1 2026 Earnings Recap

SANM Q1 2026 January 27, 2026

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Sanmina reported a robust start to fiscal Q1 2026 with revenue of $3.19 billion and non-GAAP diluted earnings per share of $2.38, reflecting strong growth in key markets.

Earnings Per Share Beat
$2.38 vs $2.15 est.
+10.7% surprise
Revenue Beat
3189693000 vs 3075896000 est.
+3.7% surprise

Market Reaction

1-Day +6.61%
5-Day +8.0%
30-Day +3.27%

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Key Takeaways

  • Revenue increased 59% year-over-year, driven by growth in communications networks and cloud/AI infrastructure.
  • Non-GAAP operating margin held steady at 6%, attributed to favorable mix and operational efficiencies.
  • Strong cash flow from operations totaled $179 million, supporting strategic investments for future growth.
This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit SANM on AllInvestView.

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