Overview

* Sanmina ( SANM ) fiscal Q3 revenue reaches $2.04 bln, beating analyst expectations, per LSEG data

* Adjusted EPS for fiscal Q3 beats consensus at $1.53, per LSEG data

* Company benefits from operational efficiencies and favorable business mix

Outlook

* Sanmina ( SANM ) forecasts Q4 revenue between $2.0 bln and $2.1 bln

* Company expects Q4 GAAP EPS between $1.21 and $1.31

* Sanmina ( SANM ) sees Q4 non-GAAP EPS between $1.52 and $1.62

* Company anticipates continued momentum into fiscal 2026

Result Drivers

* OPERATIONAL EFFICIENCIES - Sanmina ( SANM ) attributes Q3 performance to operational efficiencies and favorable business mix, per CEO Jure Sola

* CUSTOMER BASE GROWTH - Co reports growing customer base and pipeline of new opportunities

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $2.04 $1.98

Revenue bln bln (3

Analysts

)

Q3 Beat $1.53 $1.42 (3

Adjusted Analysts

EPS )

Q3 Net $4.27

Income mln

Q3 $95.88

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the electronic equipment & parts peer group is "buy"

* Wall Street's median 12-month price target for Sanmina Corp ( SANM ) is $115.00, about 14.3% above its July 25 closing price of $98.58

* The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)