Finanzas de Sanmina Corp (SANM)SANMSanmina Corp

Sanmina Corporation (SANM) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Integrated Manufacturing Solutions , accounting for 80.7% of total sales, equivalent to $1.65B. Other significant revenue streams include Components Products and Services and Intersegment revenue. Understanding this composition is critical for investors evaluating how SANM navigates market cycles within the Electronic Equipment & Parts industry.

Evaluating the bottom line, Sanmina Corporation maintains a gross margin of 10.44%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at 7.04%, while the net margin is 3.62%. These profitability ratios, combined with a Return on Equity (ROE) of 12.70%, provide a clear picture of how effectively SANM converts its operational activities into shareholder value.

In the context of the broader market, SANM competes directly with industry leaders such as LFUS and AEIS. With a market capitalization of $11.30B, it holds a significant position in the sector. When comparing efficiency, SANM's gross margin of 10.44% stands against LFUS's 39.44% and AEIS's 40.22%. Such benchmarking helps identify whether Sanmina Corporation is trading at a premium or discount relative to its financial performance.

Sanmina has demonstrated strong financial performance, with Q3 2026 revenue of $3.46 billion, a 69.6% increase year-over-year, and a non-GAAP EPS of $3.31, exceeding expectations. Gross margin has improved to 10.44% in Q3 2026, reflecting effective cost management.