Sanmina (NASDAQ:SANM) Updates 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) updated its fourth quarter 2025 earnings guidance on Monday. 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 Stock Performance

NASDAQ SANM traded down $4.25 during trading hours on Friday, hitting $111.79. The company's stock had a trading volume of 446,923 shares, compared to its average volume of 484,756. Sanmina has a 12 month low of $61.52 and a 12 month high of $121.70. The company's 50 day simple moving average is $95.74 and its two-hundred day simple moving average is $85.59. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.91 and a quick ratio of 1.22. The company has a market cap of $5.96 billion, a P/E ratio of 23.96, a price-to-earnings-growth ratio of 1.78 and a beta of 1.17.

Sanmina (NASDAQ:SANM - Get Free Report) last announced its quarterly earnings results on Monday, July 28th. The electronics maker reported $1.53 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.42 by $0.11. Sanmina had a net margin of 3.22% and a return on equity of 11.30%. The firm had revenue of $2.04 billion for the quarter, compared to the consensus estimate of $1.98 billion. During the same quarter last year, the firm posted $1.25 EPS. The business's quarterly revenue was up 10.9% compared to the same quarter last year. As a group, sell-side analysts expect that Sanmina will post 5.15 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

SANM has been the subject of a number of research reports. Bank of America boosted their target price on shares of Sanmina from $100.00 to $120.00 and gave the company a "neutral" rating in a research note on Friday, July 11th. Wall Street Zen raised Sanmina from a "buy" rating to a "strong-buy" rating in a report on Saturday, May 24th.

Hedge Funds Weigh In On Sanmina

Several institutional investors have recently made changes to their positions in SANM. Jane Street Group LLC grew its position in Sanmina by 572.5% during the first quarter. Jane Street Group LLC now owns 79,846 shares of the electronics maker's stock valued at $6,083,000 after buying an additional 67,973 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Sanmina by 10.6% during 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 valued at $9,621,000 after purchasing an additional 12,061 shares during the period. Amundi purchased a new stake in Sanmina in the 1st quarter worth approximately $391,000. United Services Automobile Association purchased a new stake in shares of Sanmina in the first quarter worth $256,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Sanmina by 4.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 31,968 shares of the electronics maker's stock valued at $2,435,000 after purchasing an additional 1,387 shares during the period. 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.