Sanmina Corporation (SANM)
Summary
Sanmina: ZT Systems Is Driving The Inflection (Rating Upgrade)
Sanmina is rated buy with a $312 price target, driven by strong ZT Systems integration and accelerating AI infrastructure demand. Q2 FY26 revenue surged 102% YoY to $4.01B, with ZT Systems contributing $1.88B and future growth underpinned by next-gen product ramps. SANM's strategic focus on vertical integration, customer diversification, and U.S. manufacturing positions it for margin expansion and de-risked FY27 revenue.
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Sanmina Corporation Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 112 | $9,209.53 | $23,113.75 | $13,904.22 | 150.98% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 100 | $15,007 | $20,637.28 | $5,630.28 | 37.52% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 210 | $24,654.15 | $42,696.15 | $18,042 | 73.18% |
 Vaughan Nelson Vaughan Nelson Investment Management LP | 762,365 | $91.8M | $150.99M | $59.18M | 64.47% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 190 | $24,631.6 | $38,980.15 | $14,348.55 | 58.25% |
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Sanmina Corporation Profile
| Automobile Components Industry | Consumer Discretionary Sector | Jure Sola CEO | NASDAQ (NGS) Exchange | 801056102 CUSIP |
| US Country | 39,000 Employees | - Last Dividend | 17 Aug 2009 Last Split | 14 Apr 1993 IPO Date |
Overview
Founded in 1980 with its headquarters in San Jose, California, Sanmina Corporation stands as a globally recognized entity, offering comprehensive integrated manufacturing solutions. The corporation skillfully provides a broad spectrum of services and products, catering to a diverse range of industries including industrial, medical, defense and aerospace, automotive, communications networks, and cloud solutions. Sanmina Corporation functions through two primary business segments: Integrated Manufacturing Solutions, and Components, Products, and Services. Through its extensive global footprint, Sanmina delivers a full suite of services encompassing product design and engineering, assembly and test services, direct order fulfillment, logistics services, after-market product service and support, and robust supply chain management solutions.
Products and Services
- Product Design and Engineering - Services extend from concept development, detailed design, prototyping, validation, preproduction, to manufacturing design release and product industrialization. This comprehensive approach ensures products are market-ready and meet the highest standards of quality and efficiency.
- Assembly and Test Services - Sanmina provides meticulous assembly and testing services, ensuring each component and product adheres to strict quality control measures before reaching customers.
- Direct Order Fulfillment and Logistics Services - Tailoring solutions to client needs, Sanmina offers efficient direct order fulfillment and sophisticated logistics services, streamlining the supply chain from production to delivery.
- After-Market Product Service and Support - Committed to product longevity and customer satisfaction, Sanmina offers extensive after-market services including product repair and support, helping extend the lifecycle of each product.
- Supply Chain Management Services - Leveraging advanced technologies and extensive industry experience, Sanmina offers strategic supply chain management services, optimizing operations and reducing costs for clients.
- Manufacturing of Components - The company produces an extensive array of components including printed circuit boards, backplane assemblies, cable assemblies, fabricated metal parts, precision machined parts, and plastic injected molded parts, showcasing its versatility across manufacturing disciplines.
- Memory Solutions, Storage Platforms - Sanmina designs and manufactures advanced memory and storage solutions, catering to the growing demands for data management and storage capabilities.
- Optical, Radio Frequency, and Microelectronic Solutions - The company offers cutting-edge optical, RF, and microelectronic solutions, addressing the nuanced needs of the communications, defense, and aerospace sectors.
- Defense and Aerospace Services - Sanmina provides specialized product design, manufacturing, repair, and refurbishment services tailored to the rigorous standards of the defense and aerospace industry.
- Cloud-based Manufacturing Execution Software - Enhancing operational efficiency, Sanmina offers innovative cloud-based software solutions, facilitating seamless manufacturing execution and management.
