SANMINA CORP (SANM)
Information Technology · Electronics Manufacturing Services (EMS) · Nasdaq
Global electronics manufacturing services provider serving hyperscalers, cloud infrastructure, and AI customers with rapid revenue growth driven by strong demand for data center and computing solutions.
What SANMINA CORP does
Sanmina Corporation is a global electronics manufacturing services (EMS) provider that designs, manufactures, and delivers complex products and systems for customers in computing, cloud infrastructure, and related markets. The company provides comprehensive supply chain solutions, manufacturing services, and engineering support to major technology customers. Sanmina has experienced significant growth, with revenue more than doubling year-over-year, driven primarily by strong demand from cloud and AI infrastructure sectors.
Themes: ["AI infrastructure / hyperscaler support"]
Fundamentals
- Price$208.79 as of 2026-07-10 close
- Market cap$11.2B as of 2026-07-12
- 1-year return+100.1% as of 2026-07-10 close
- P/E43.10 as of 2026-07-12
- Net margin+2.3% as of 2026-07-12
- Gross margin+8.5% as of 2026-07-12
- ROE+10.9% as of 2026-07-12
- Debt / equity0.90 as of 2026-07-12
- Revenue growth (YoY)+44.5% as of 2026-07-12
- Revenue CAGR (3y)+0.9% SEC XBRL
- Beta1.59 as of 2026-07-12
Key risks (from latest filing)
["Customer concentration: Significant dependence on major cloud/hyperscaler customers creates revenue vulnerability if customers reduce orders or shift manufacturing"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-12. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.