Sanmina-SCI Corporation Aktie News

Sanmina transformed its growth trajectory with the nearly $3B ZT Systems acquisition, capitalizing on surging AI/data center demand. ZT is accretive, driving Q1 revenue up 60% YoY and non-GAAP margins to 6.0%, but Q2 guidance signals slower sequential growth. Realistic 2026 earnings are $8/share on a $13B revenue run rate, with net debt lower than expected due to favorable working capital.

Sanmina Corporation's Q1 report had significant importance, being the first report after the company's transformative ZT Systems acquisition. First quarter financials proved SANM's stable profitability after ZT Systems' acquisition and beat expectations clearly. Weak Q2 guidance caused market concerns over SANM's growth. I believe that SANM's positioning in AI infrastructure still makes the lon...

It unveiled its first earnings report of fiscal 2026. It easily beat on both the top and bottom lines, but that wasn't the problem.

Sanmina Corporation (SANM) Q1 2026 Earnings Call Transcript

SAN JOSE, Calif., Jan. 26, 2026 /PRNewswire/ -- Sanmina Corporation ("Sanmina" or the "Company") (NASDAQ: SANM), a leading integrated manufacturing solutions company, today reported financial results for the first quarter ended December 27, 2025 and outlook for its second fiscal quarter ending March 28, 2026.

SAN JOSE, Calif., Jan. 16, 2026 /PRNewswire/ -- Sanmina Corporation (NASDAQ: SANM) announced today that it will host its first quarter fiscal 2026 earnings conference call on Monday, January 26, 2026 at 5:00 PM ET.

Sanmina Corporation (SANM) earns a Strong Buy rating due to its transformative pivot into AI and cloud infrastructure manufacturing. ZT Systems acquisition doubles SANM's revenue base, expands hyperscale customer exposure, and positions SANM as a key AI hardware supplier. Strategic partnership with AMD and integration into OpenAI's supply chain provide significant near-term growth catalysts for...

During the period, Synopsys' shares traded lower by 15% as softer results in the intellectual property segment weighed on performance. Wolverine World Wide's results were supported by strong performances from Saucony, which grew by more than 40% on the back of expanded distribution and strong consumer demand. MDU Resources Group was added to the portfolio during the quarter.