Sanmina

SANM

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.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Sanmina(SANM) the Revenue is 3.464 B (+69.67%), Beat estimate;the EBIT is 275.77 M (+138.4%), Beat estimate;the EPS is 2.12 (+68.25%), Beat estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
3.46B69.67%
3.40B66.61%
+0.06B3.06%
EBITExceed expectations
0.28B138.35%
0.23B98.41%
+0.05B39.94%
EPSExceed expectations
2.1268.25%
1.519.05%
+0.620049.20%

Upcoming earnings report - Q4 FY2026

Available dateNov 9, 2026
Estimate Revenue$3.483 B
Estimate EBIT$266.88 M
Estimate EPS$2.33

Revenue

ActualEstimateUnit: USD
Quarterly

EBIT

ActualEstimateUnit: USD
Quarterly

Net income

ActualEstimateUnit: USD
Quarterly

EPS

ActualEstimateUnit: USD
Quarterly