Sanmina Co. Expected to Earn Q1 2026 Earnings of $1.48 Per Share (NASDAQ:SANM)

Sanmina Co. (NASDAQ:SANM) – Sidoti Csr issued their Q1 2026 EPS estimates for shares of Sanmina in a research note issued on Tuesday, July 30th. Sidoti Csr analyst A. Soderstrom expects that the electronics maker will earn $1.48 per share for the quarter. The consensus estimate for Sanmina’s current full-year earnings is $4.63 per share. Sidoti Csr also issued estimates for Sanmina’s Q2 2026 earnings at $1.53 EPS, Q3 2026 earnings at $1.59 EPS and FY2026 earnings at $6.27 EPS.

SANM has been the subject of several other research reports. StockNews.com downgraded shares of Sanmina from a “buy” rating to a “hold” rating in a report on Friday, July 19th. Craig Hallum reiterated a “hold” rating and issued a $62.00 target price on shares of Sanmina in a report on Tuesday, April 30th.

Sanmina Stock Up 2.4 %

Shares of NASDAQ SANM opened at $75.33 on Thursday. The company has a 50 day simple moving average of $68.50 and a 200-day simple moving average of $63.29. The company has a market capitalization of $4.20 billion, a P/E ratio of 17.81, a P/E/G ratio of 1.66 and a beta of 0.92. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.03 and a quick ratio of 1.25. Sanmina has a 1 year low of $43.40 and a 1 year high of $76.84.

Sanmina (NASDAQ:SANM) last released its quarterly earnings data on Monday, July 29th. The electronics maker reported $1.25 EPS for the quarter, missing analysts’ consensus estimates of $1.28 by ($0.03). The business had revenue of $1.84 billion during the quarter, compared to analyst estimates of $1.86 billion. Sanmina had a net margin of 2.93% and a return on equity of 10.79%. The firm’s revenue was down 16.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.37 EPS.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. Hantz Financial Services Inc. acquired a new position in shares of Sanmina during the second quarter worth about $1,310,000. Innealta Capital LLC acquired a new position in shares of Sanmina during the second quarter worth about $116,000. Panagora Asset Management Inc. increased its stake in shares of Sanmina by 8.3% during the second quarter. Panagora Asset Management Inc. now owns 354,588 shares of the electronics maker’s stock worth $23,491,000 after acquiring an additional 27,268 shares during the period. Atomi Financial Group Inc. acquired a new position in shares of Sanmina during the second quarter worth about $302,000. Finally, Allspring Global Investments Holdings LLC increased its stake in shares of Sanmina by 57.9% during the second quarter. Allspring Global Investments Holdings LLC now owns 119,262 shares of the electronics maker’s stock worth $7,901,000 after acquiring an additional 43,741 shares during the period. 92.71% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Sanmina

In related news, Director Eugene A. Delaney sold 7,181 shares of the business’s stock in a transaction on Thursday, May 9th. The shares were sold at an average price of $64.91, for a total value of $466,118.71. Following the completion of the sale, the director now directly owns 100,887 shares of the company’s stock, valued at $6,548,575.17. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. In related news, Director Eugene A. Delaney sold 7,181 shares of the business’s stock in a transaction on Thursday, May 9th. The shares were sold at an average price of $64.91, for a total value of $466,118.71. Following the completion of the sale, the director now directly owns 100,887 shares of the company’s stock, valued at $6,548,575.17. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Alan Mcwilliams Reid sold 3,528 shares of the business’s stock in a transaction on Tuesday, May 14th. The shares were sold at an average price of $65.43, for a total transaction of $230,837.04. Following the completion of the sale, the executive vice president now directly owns 37,651 shares of the company’s stock, valued at $2,463,504.93. The disclosure for this sale can be found here. Corporate insiders own 3.09% 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.