Why did Sanmina (SANM) stock move recently?

On 8/25/2026, Sanmina moved +3.1% — Sanmina rose with the broader semiconductor and electronics manufacturing sector amid a rebound in chip stocks (including AMD and Nvidia peers) following prior weakness, with no company-specific news or filing on Aug 25. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Sanmina (SANM) overvalued or fairly valued?

MarketChacha shows Sanmina's valuation in context — a trailing P/E of about 29.4, a forward P/E of about 12.5, a price-to-book of about 3.7 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Sanmina's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.54×) from reported figures — education, not a rating.

What is Sanmina's revenue?

Sanmina reported revenue of $8.1B for FY2025, with net profit of $245.9M, per official filings.

What is the share price of Sanmina (SANM)?

Sanmina last traded at $175.67 (-6.9% on the day), as of 10/16/2026 — a delayed quote shown for education, not investment advice.

Sanmina

SANM · NYSE · Technology · United States

Snapshot

TickerSANM

ExchangeNYSE

SectorTechnology

IndustryElectronic Components

CountryUnited States

Employees35,000

HeadquartersSan Jose, United States

Websitewww.sanmina.com

Filings tracked16

About Sanmina

Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company operates through two businesses: Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engaging in the manufacture of components, subassemblies, and complete systems; and direct order fulfilment and logistics services. In addition, the company provides components, such as printed circuit boards, backplane fabrication and backplane assemblies, cable assemblies, fabricated metal parts, precision machined parts, and plastic injected molded parts; memory solutions; storage platforms; optical, radio frequency, and microelectronic solutions; defense and aerospace products, design, manufacturing, repair, and refurbishment services; and cloud-based manufacturing execution software. It offers its products and services primarily to original equipment manufacturers in the industrial, medical, defense and aerospace, automotive, communications networks, and cloud infrastructure industries. The company was formerly known as Sanmina-SCI Corp. Sanmina Corporation was incorporated in 1980 and is headquartered in San Jose, California.

Who owns it

Insiders5.3%
Institutions94.7%
Public & other0.0%

736 institutional holders

Ownership breakdown from public market data.

Top holders

FMR, LLC14.99%
Blackrock Inc.10.25%
Vanguard Portfolio Management LLC5.69%
Vanguard Capital Management LLC4.34%
Invesco Ltd.4.04%
State Street Corporation3.16%
Jane Street Group, LLC2.84%
Dimensional Fund Advisors LP2.50%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.54×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend3.5% → 3.0%

Margin has held broadly steady over the period — stable profitability.

Growth qualityrev -5% · PAT -11%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $3.6B · EPS 2.95

Est. earnings growth +23.8%

Next fiscal year

Rev $16.7B · EPS 14.08

Est. earnings growth +16.3%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$8.1B

Net margin

3.0%

ROE

9.7%

Revenue CAGR (2y)

-4.6%

Profit CAGR (2y)

-10.9%

EPS (FY2025)

4.46

Net profit (FY2025)

$245.9M

Ask MarketChacha about SANM

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 25, 2026
Sanmina rose with the broader semiconductor and electronics manufacturing sector amid a rebound in chip stocks (including AMD and Nvidia peers) following prior weakness, with no company-specific news or filing on Aug 25.
source 1 ↗source 2 ↗· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$8.1B	$245.9M	4.46	3.0%	9.7%
FY2024	$7.6B	$222.5M	3.91	2.9%	9.4%
FY2023	$8.9B	$310.0M	5.18	3.5%	13.4%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$3.5B	$117.1M	2.12	3.4%
2026Q1	$4.0B	$93.6M	1.70	2.3%
2025Q4	$3.2B	$49.3M	0.89	1.5%
2025Q2	$2.0B	$68.6M	1.26	3.4%
2025Q1	$2.0B	$64.2M	1.16	3.2%
2024Q4	$2.0B	$65.0M	1.16	3.2%
2024Q2	$1.8B	$51.6M	0.91	2.8%
2024Q1	$1.8B	$52.5M	0.93	2.9%
2023Q4	$1.9B	$57.1M	0.98	3.0%
2023Q3	$2.2B	$76.5M	1.28	3.5%
2023Q2	$2.3B	$79.6M	1.33	3.4%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Results of operations, Exhibits
SEC7/27/2026material
10-Q filing
SEC7/27/2026
8-K — Results of operations, Exhibits
SEC4/27/2026material
10-Q filing
SEC4/27/2026
8-K — Executive/director change, Shareholder vote results, Exhibits
SEC3/12/2026material
8-K — Results of operations, Exhibits
SEC1/26/2026material
10-Q filing
SEC1/26/2026
8-K/A — Completion of acquisition/disposition, Exhibits
SEC1/12/2026

2025

8-K — Executive/director change
SEC12/12/2025material
10-K filing
SEC11/13/2025
8-K — Results of operations, Exhibits
SEC11/3/2025material
8-K — Material agreement, Termination of agreement, Completion of acquisition/disposition, Material financial obligation, Unregistered equity sale, Exhibits
SEC10/31/2025material
8-K — Reg FD disclosure, Exhibits
SEC10/27/2025material
8-K — Material agreement, Material financial obligation
SEC7/30/2025material
8-K — Results of operations, Exhibits
SEC7/28/2025material
10-Q filing
SEC7/28/2025

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.