---
title: "SANMINA 2026: Revenue $3.46B, EPS $2.12— 10-Q Summary"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293970125.md"
description: "Sanmina reported Q2 2026 results with revenue of $3.46B and diluted EPS of $2.12, both up approximately 69% year-over-year. Growth was driven by the ZT Systems acquisition and increased cloud/communications shipments. Revenue now exceeds $3.46B, with net income at $125.31M. The company established a strategic NPI relationship with AMD for AI deployments. IMS gross margins improved following ZT integration, while CPS margins faced pressure from manufacturing inefficiencies."
datetime: "2026-07-27T20:11:02.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293970125.md)
  - [en](https://longbridge.com/en/news/293970125.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293970125.md)
generator: "portal-rs"
---

# SANMINA 2026: Revenue $3.46B, EPS $2.12— 10-Q Summary

SANMINA reported results for the quarter with revenue of $3.46B, net income of $125.31M and diluted EPS of $2.12, each up about 69% year over year, driven largely by the completed ZT Systems acquisition and higher shipments into cloud and communications markets.

**Financial Highlights**

Metric

Current quarter

Prior year quarter

YoY change

Revenue¹

$3.46B

$2.04B

69.7%

Net income²

$125.31M

$72.89M

71.9%

Diluted EPS³

$2.12

$1.26

68.3%

*¹ Reported as “Net sales”. ² Reported as “Net income before noncontrolling interest”. ³ Reported as “Net income attributable to common shareholders per share”.*

**Business Highlights**

-   Revenue growth of roughly 70% year over year was driven largely by the acquisition of ZT Systems and ramping demand in cloud infrastructure.
-   Channel mix shifted materially toward Communications Networks and Cloud/AI, now representing more than 60% of sales, supported by program wins and volume ramps.
-   SANMINA established a strategic NPI relationship with AMD following the ZT acquisition to accelerate AMD AI system deployments.
-   The company completed integration of ZT Systems into its IMS segment and finalized a working capital adjustment that reduced goodwill; IMS gross margins improved while CPS margins were pressured by manufacturing inefficiencies.

Original SEC Filing: SANMINA CORP \[ SANM \] - 10-Q - Jul. 27, 2026

**Disclaimer**

This is an AI-powered summary. It may contain inaccuracies. Consider verifying important information with the source. Please note this summary is solely based on documents filed with the SEC.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**