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Sanmina-Sci Corp. (SANM)
NASDAQ:SANM
US Market
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Sanmina-Sci (SANM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 02, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
2.13
Last Year’s EPS
1.44
Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Nov 03, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
Sanmina reported solid financial performance with significant revenue and EPS growth, strong cash flow, and successful strategic acquisitions. However, challenges in the automotive market and higher than expected expenses were noted.
Company Guidance
During Sanmina's Fourth Quarter Fiscal 2025 Earnings Conference Call, the company reported robust financial metrics, including a 7.4% year-over-year revenue increase to $8.13 billion and a 14.4% rise in non-GAAP EPS to $6.04. The fourth quarter alone saw revenue of $2.1 billion with a non-GAAP EPS of $1.67 per share. They reported a non-GAAP gross margin of 9.4% and an operating margin of 6.0% for the quarter. The IMS segment contributed $1.68 billion with a 7.8% gross margin, while CPS revenue was $448 million with a 14.5% gross margin. Cash flow from operations for the fiscal year was notably strong at $621 million, with a free cash flow of $478 million. Looking forward, Sanmina anticipates first-quarter 2026 revenue between $2.9 billion and $3.2 billion, with a non-GAAP operating margin of 5.6% to 6.1% and diluted EPS ranging from $1.95 to $2.25. The acquisition of ZT Systems is expected to significantly enhance their cloud and AI market capabilities, with the transaction valuing at approximately $2.05 billion, subject to a 90-day true-up process.
Revenue Growth
Sanmina reported a fiscal year 2025 revenue of $8.13 billion, representing a growth of 7.4% year-over-year. Q4 revenue was $2.1 billion, an increase of 3.9% year-over-year.
Earnings Per Share Increase
Non-GAAP EPS for fiscal year 2025 was $6.04, a growth of 14.4% year-over-year. Q4 non-GAAP EPS was $1.67, a 16.7% increase compared to the same period a year ago.
Cash Flow Strength
Strong cash flow from operations was reported at $621 million for fiscal 2025, with $199 million in Q4.
ZT Systems Acquisition
The acquisition of ZT Systems is expected to significantly expand Sanmina's capabilities in the cloud and AI end market, with an estimated annual run rate revenue of $5.7 billion.
Operating Margin Improvement
Sanmina achieved a non-GAAP operating margin of 5.7% for fiscal year 2025, expanding by 30 basis points year-over-year.

Sanmina-Sci (SANM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

SANM Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 02, 2026
2026 (Q1)
2.13 / -
1.44
Nov 03, 2025
2025 (Q4)
1.57 / 1.67
1.4316.78% (+0.24)
Jul 28, 2025
2025 (Q3)
1.42 / 1.53
1.2522.40% (+0.28)
Apr 28, 2025
2025 (Q2)
1.38 / 1.41
1.38.46% (+0.11)
Jan 27, 2025
2025 (Q1)
1.36 / 1.44
1.310.77% (+0.14)
Nov 04, 2024
2024 (Q4)
1.36 / 1.43
1.420.70% (+0.01)
Jul 29, 2024
2024 (Q3)
1.28 / 1.25
1.55-19.35% (-0.30)
Apr 29, 2024
2024 (Q2)
1.25 / 1.30
1.59-18.24% (-0.29)
Jan 29, 2024
2024 (Q1)
1.22 / 1.30
1.64-20.73% (-0.34)
Nov 06, 2023
2023 (Q4)
1.53 / 1.42
1.5-5.33% (-0.08)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

SANM Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 03, 2025
$140.34$163.58+16.56%
Jul 28, 2025
$98.34$120.76+22.80%
Apr 28, 2025
$80.73$79.01-2.13%
Jan 27, 2025
$78.51$81.02+3.20%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Sanmina-Sci Corp. (SANM) report earnings?
Sanmina-Sci Corp. (SANM) is schdueled to report earning on Feb 02, 2026, After Close (Confirmed).
    What is Sanmina-Sci Corp. (SANM) earnings time?
    Sanmina-Sci Corp. (SANM) earnings time is at Feb 02, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is SANM EPS forecast?
          SANM EPS forecast for the fiscal quarter 2026 (Q1) is 2.13.
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