← Russell 3000 cross-section

SANM SANMINA CORP

Trailing twelve months to 2026-06-27 · as filed 2026-07-27, not restated
Technology

Scale

Market cap
$10.8bn
Revenue TTM
$12.8bn
Net income TTM
$308m
Free cash flow
$594m
Composite score
59.1
Sector rank
#676

Valuation

P / E
35.1
EV / EBITDA
16.1
EV / sales
0.9
FCF yield
5.49%
Earnings yield vs 10-yr
-1.89pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
2.4%
EBITDA margin
5.4%
ROE
11.2%
ROIC
17.2%
Revenue growth
58.6%

Insider activity, last 90 days

Net open-market
$-2.68m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Our revenue is generated from sales of our products and services primarily to original equipment manufacturers (“OEMs”) that serve the industrial and energy, medical, defense and aerospace, automotive and transportation, communications networks and cloud and artificial intelligence (“AI”) infrastructure industries. Our only reportable segment for financial reporting purposes is IMS, which represented approximately 90% of our total revenue for the nine months ended June 27, 2026. Sales to our ten largest customers represent 67% of net sales. …SANMINA CORP, 10-Q, period ended 2026-06-27, filed 2026-07-27

Read the full passage →