SANM posts stronger fiscal Q4 results as revenues climb across end markets and earnings top expectations, fueled by solid cash flow growth.
Sanmina Corporation ( SANM ) Q4 2025 Earnings Call November 3, 2025 5:00 PM EST Company Participants Paige Bombino - Senior Vice President of Investor Communications Jure Sola - Co-Founder, Executive Chairman & CEO Jonathan Faust - Executive VP & CFO Conference Call Participants Ruplu Bhattacharya - BofA Securities, Research Division Steven Fox - Fox Advisors LLC Anja Soderstrom - Sidoti & Company, LLC Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the Sanmina's Fourth Quarter Fiscal 2025 Earnings Conference Call. [Operator Instructions] This call is being recorded on Monday, November 3, 2025.
Sanmina (SANM) came out with quarterly earnings of $1.67 per share, beating the Zacks Consensus Estimate of $1.57 per share. This compares to earnings of $1.43 per share a year ago.
Sanmina (SANM) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
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Sanmina reported strong Q3 results, beating revenue and EPS estimates, driven by robust growth in communications/cloud segments. The acquisition of ZT Systems' data center manufacturing from AMD is a game-changer, potentially doubling revenue and boosting AI/data center exposure. Despite soft guidance, investor enthusiasm is high due to the AMD partnership and massive AI/data center market growth potential.
SANM posts strong fiscal Q3 results with EPS and revenues beats, fueled by growth across end markets and surging free cash flow.
Sanmina Corporation (NASDAQ:SANM ) Q3 2025 Earnings Conference Call July 28, 2025 5:00 PM ET Company Participants Jonathan P. Faust - Executive VP & CFO Jure Sola - Co-Founder, Executive Chairman & CEO Paige Melching - Senior Vice President of Investor Communications Conference Call Participants Anja Marie Theresa Soderstrom - Sidoti & Company, LLC Ruplu Bhattacharya - BofA Securities, Research Division Steven Bryant Fox - Fox Advisors LLC Operator Good afternoon, ladies and gentlemen, and welcome to the Sanmina's Third Quarter Fiscal 2025 Earnings Conference Call.
Sanmina (SANM) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.42 per share. This compares to earnings of $1.25 per share a year ago.
Sanmina agreed to acquire ZT Systems' data center infrastructure manufacturing business from Advanced Micro Devices for up to $3 billion.
SANM reports solid second-quarter fiscal 2025 results, driven by healthy demand in both segments.
Sanmina has shown improved margins, earnings and significant buybacks, creating long-term shareholder value. The company provides end-to-end manufacturing solutions across diverse OEM segments, benefiting from long-term demand drivers but facing cyclicality and stable but low margins. 2024 was tough, but the company ended the year on a strong note, with prospects for growth in 2025 (ahead of the tariff discussions).