Sanmina

Q3 FY2026 EarningsQ3 FY26 results significantly exceeded consensus across all key profitability metrics, driven by the successful integration of ZT Systems and strong demand in AI infrastructure. Revenue of $3.46B was at the high end of guidance and beat the $3.40B consensus by 1.84%, while non-GAAP EPS of $3.31 surged 18.50% above expectations. Management raised the full-year FY26 outlook for both margins and EPS, signaling sustained momentum in high-value vertical integration synergies.