Sanmina (SANM) Q2 2026 Earnings Transcript [Globe and Mail, The (Toronto, Canada)]
Sanmina Corporation (SANM)
Last sanmina corporation earnings: 4/27 04:02 pm
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US:NASDAQ Investor Relations:
ir.sanmina.com/investor-relations/overview/default.aspx
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Source: Globe and Mail, The
Executive Vice President and Chief Financial Officer — Jonathan Faust Director, Investor Relations — Paige Bombino TAKEAWAYS Total Revenue -- $4.01 billion, representing a 102% increase, with outperformance attributed to accelerated compute shipments in the ZT Systems business. Non-GAAP Operating Margin -- 6.4%, up 80 basis points, marking the third consecutive quarter at or above 6%. Non-GAAP Diluted EPS -- $3.16, reflecting 125% growth, on approximately 55 million diluted shares outstanding. Cash Flow from Operations -- $399 million, driven by disciplined working capital management, with free cash flow at $342 million. Core Sanmina Revenue Growth -- 7.3%, with bookings described as strong and a book-to-bill ratio greater than 1.1. ZT Systems Revenue -- $1.88 billion, driven entirely by AMD-based accelerated compute, with no NVIDIA product shipped during the period. IMS Segment Revenue -- $3.58 billion, up 123.5%, primarily from cloud and AI infrastructure strength
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SANM
News
- Sanmina Corp (SANM) Q2 2026 Earnings Call Highlights: Strong Revenue Growth Amid Supply Chain ... [Yahoo! Finance]Yahoo! Finance
- Sanmina Q2 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
- Sanmina (NASDAQ:SANM) Surprises With Strong Q1 CY2026, Stock Jumps 11.4% [Yahoo! Finance]Yahoo! Finance
- Sanmina Reports Second Quarter Fiscal 2026 Financial Results [Yahoo! Finance]Yahoo! Finance
- Sanmina Reports Second Quarter Fiscal 2026 Financial Results [TheStreet.com]TheStreet.com
SANM
Earnings
- 4/27/26 - Beat
SANM
Sec Filings
- 4/29/26 - Form 144
- 4/29/26 - Form SCHEDULE
- 4/27/26 - Form S-8
- SANM's page on the SEC website