Sanmina (NASDAQ:SANM) Issues Q4 2025 Earnings Guidance

Key Points

• Sanmina (NASDAQ:SANM) issued Q4 2025 earnings guidance, expecting EPS between 1.520-1.620, compared to the consensus estimate of 1.607, and revenue between $2.0 billion-$2.1 billion, slightly below the consensus of $2.1 billion.
• The company reported its last quarterly earnings on July 28, with an EPS of $1.53, exceeding expectations by $0.11 and showing a 10.9% year-over-year revenue increase.
• Hedge funds have increased their stakes in Sanmina, with institutional ownership now at 92.71%, indicating strong confidence in the company among institutional investors.

Sanmina (NASDAQ:SANM - Get Free Report) issued an update on its fourth quarter 2025 earnings guidance on Monday morning. The company provided EPS guidance of 1.520-1.620 for the period, compared to the consensus EPS estimate of 1.607. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.1 billion.

Sanmina Trading Down 0.2%

Shares of Sanmina stock traded down $0.23 during mid-day trading on Monday, hitting $98.35. The stock had a trading volume of 851,103 shares, compared to its average volume of 535,428. The firm has a 50-day moving average of $93.33 and a two-hundred day moving average of $84.74. Sanmina has a 12-month low of $61.52 and a 12-month high of $107.03. The company has a quick ratio of 1.22, a current ratio of 1.96 and a debt-to-equity ratio of 0.12. The firm has a market cap of $5.26 billion, a P/E ratio of 22.77, a price-to-earnings-growth ratio of 1.52 and a beta of 1.17.

Sanmina (NASDAQ:SANM - Get Free Report) last posted its quarterly earnings results on Monday, July 28th. The electronics maker reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.42 by $0.11. Sanmina had a net margin of 3.09% and a return on equity of 10.84%. During the same period in the previous year, the business posted $1.25 earnings per share. The business's quarterly revenue was up 10.9% on a year-over-year basis. Sell-side analysts forecast that Sanmina will post 5.15 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on SANM shares. Wall Street Zen raised shares of Sanmina from a "buy" rating to a "strong-buy" rating in a research note on Saturday, May 24th. Bank of America increased their price objective on shares of Sanmina from $100.00 to $120.00 and gave the stock a "neutral" rating in a research report on Friday, July 11th.

Hedge Funds Weigh In On Sanmina

Hedge funds have recently made changes to their positions in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Sanmina by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 31,968 shares of the electronics maker's stock worth $2,435,000 after acquiring an additional 1,387 shares in the last quarter. United Services Automobile Association acquired a new position in shares of Sanmina in the first quarter worth $256,000. Amundi acquired a new position in shares of Sanmina in the first quarter worth $391,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Sanmina by 10.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 126,287 shares of the electronics maker's stock worth $9,621,000 after acquiring an additional 12,061 shares in the last quarter. Finally, Jane Street Group LLC grew its stake in shares of Sanmina by 572.5% in the first quarter. Jane Street Group LLC now owns 79,846 shares of the electronics maker's stock worth $6,083,000 after acquiring an additional 67,973 shares in the last quarter. Hedge funds and other institutional investors own 92.71% of the company's stock.

Sanmina Company Profile

Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in two businesses, Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engages in the manufacturing of components, subassemblies, and complete systems.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.