SANMINA CORP — Form 8-K
Filed July 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Sanmina reported Q3 FY2026 revenue of $3.46 billion (+69% YoY) with GAAP diluted EPS of $2.12 and non-GAAP diluted EPS of $3.31. The company raised its FY2026 full-year revenue guidance to $14.0B–$14.3B (from $13.7B–$14.3B) and non-GAAP EPS guidance to $11.90–$12.20 (from $10.75–$11.35), citing strong demand in cloud/AI infrastructure and successful ZT Systems integration. Cash position strengthened to $1.84B; however, debt increased significantly to $2.17B total ($215M short-term, $1.96B long-term) versus $301M year-ago, reflecting acquisition financing.
Why this rating
Meaningful topline growth and margin expansion relative to $2.3B market cap (~65% YoY revenue growth, ~30% EPS growth). Debt increase (~6x) material but manageable; ZT integration progressing on track. Solid guidance beat supports momentum.
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