SANM is the ticker symbol for SANMINA CORP, a publicly traded Technology sector company listed on Nasdaq. 13F Pro tracks SANM with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is SANM a good stock to buy?

13F Pro's AI ranking engine scores SANM at 64.4/100, ranked #544 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for SANM is available at https://13fpro.ai/company/SANM. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source SANM data?

All SANMINA CORP fundamentals and ownership data come directly from SEC EDGAR. SANMINA CORP files with the SEC under CIK 897723. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

SANMINA CORP SANM

NasdaqMid CapTechnology

13F Pro quality score

Rank #544 of 2,925TOP 25%

Why it scores 64 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$3.46B

Quarter to Jun 27

Net income

$117.13M

Quarter to Jun 27

Free cash flow

$23.60M

Quarter to Jun 27

Operating margin

6.4%

Quarter to Jun 27

Top Institutional Holders

as of Q2 2026

$12.68B total

FMR LLC

$2.03B+10.7%

BlackRock, Inc.

$1.39B-36.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

$772.15M-24.2%

VANGUARD CAPITAL MANAGEMENT LLC

$589.09M-1.0%

Invesco Ltd.

$548.37M-10.3%

STATE STREET CORP

$429.30M-21.5%

JANE STREET GROUP, LLC

$385.06M+1040.2%

DIMENSIONAL FUND ADVISORS LP

$339.65M-38.4%

GEODE CAPITAL MANAGEMENT, LLC

$305.28M-21.2%

ADVANCED MICRO DEVICES INC

$291.31M0.0%

MORGAN STANLEY

$223.10M-6.6%

D. E. Shaw & Co., Inc.

$214.28M+628.3%

Fisher Asset Management, LLC

$194.29M-7.9%

BANK OF AMERICA CORP /DE/

$189.01M-21.0%

EARNEST PARTNERS LLC

$177.07M-18.2%

MILLENNIUM MANAGEMENT LLC

$174.22M+63.8%

Allianz Asset Management GmbH

$168.87M-7.0%

NORGES BANK

$167.62M--

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

$138.37M-28.3%

NORTHERN TRUST CORP

$129.79M-25.7%

Alyeska Investment Group, L.P.

$127.57M+365.4%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$118.96M+1936.9%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$110.85M-31.8%

HRT FINANCIAL LP

$100.73M+2029.1%

FULLER & THALER ASSET MANAGEMENT, INC.

$99.75M-43.6%

See all 575 institutional holders →

What's Driving SANM's Business? Latest 10-Q Breakdown

AI-extracted from the 10-Q filed 2026-07-27 — Q3 FY2026 (quarter ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Biggest Revenue Drivers

Components, Products and Services (CPS)$516M+28% YoY

Biggest Revenue Drivers

Total revenue: $3.46B+70% YoY

Components, Products and Services (CPS)$516M+28% YoY

Largest Expense Items

Selling, general and administrative$109M+57% YoY

Increase primarily due to the ZT Acquisition and professional fees

Acquisition, integration and others$21M+198% YoY

Primarily a $13M fair value adjustment to contingent consideration related to the ZT Acquisition

Research and development$8M+2% YoY

Remained consistent with the prior-year period

Margins: Gross margin rose to 10.5% from 8.9%, driven by the ZT Acquisition and product mix; IMS gross margin rose to 10.2% from 7.5%, while CPS gross margin fell to 12.8% from 14.7% due to manufacturing inefficiencies.

Watch Items from the Filing

ZT Systems accounted for 31% of total net revenue and 25% of total assets (ex. goodwill/intangibles) for the quarter, and is excluded from this year's internal control assessment.
Ten largest customers represent 62% of net sales, with one customer at 10%+ of net sales and 10%+ of gross accounts receivable.
Communications Networks and Cloud/AI Infrastructure revenue jumped 173.2% YoY to $2.15B, making the company increasingly dependent on hyperscaler capex cycles.
ZT Systems contingent cash consideration liability stands at $183M, with fair value adjustments already adding $72M to nine-month expenses and a further $13M this quarter; total potential payout up to $450M.
Interest expense surged to $32M from $5M YoY as $2.2B of new term loans financed the ZT Acquisition, pushing the effective tax rate to 35% from 20%.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q3 2026

EDGAR

Net Income

Q3 2026

EDGAR

EPS (Diluted)

Q3 2026

EDGAR

Operating Margin

Q3 2026

EDGAR

ROIC

Q3 2026

EDGAR

Free Cash Flow

Q3 2026

EDGAR

Debt/Equity

Q3 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/SANM

Earnings Per Share

13fpro.ai/company/SANM

Loading ratio trend…

SANMINA CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$8.1B	$245.9M	4.4%
FY 2024	10-K	$7.6B	$222.5M	4.4%
FY 2023	10-K	$8.9B	$310.0M	5.1%
FY 2022	10-K/A	$7.9B	$240.4M	4.4%
FY 2021	10-K/A	$6.7B	$249.5M	3.8%
FY 2020	10-K/A	$7.0B	$133.2M	3.1%

About SANMINA CORP (SANM): stock profile, AI score and financials

SANMINA CORP (SANM) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores SANM at 64.4/100 on a composite quality score built from its SEC filings, placing it at rank #544 of 2,925 stocks — the top 25% of the AI-ranked universe. SANM scores in the top quartile across revenue scale (88.4), revenue growth (87.9), earnings quality (79.5). Areas of concern include institutional flow (7.9) and profitability (38.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), SANMINA CORP reports quarterly revenue of $3.5B, net income of $117.1M, an operating margin of 6.4%. Top institutional holders of SANM by reported 13-F value include FMR, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. SANM trades on the Nasdaq exchange and files with the SEC under CIK 897723. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SANM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SANMINA CORP directly from SEC EDGAR.

Financials through the period ended Jun 27, 2026SEC EDGAR: CIK 897723 →

SANMINA CORP SANM

Top Institutional Holders

What's Driving SANM's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

SANM key financials by period

SANM insiders

About SANMINA CORP (SANM): stock profile, AI score and financials

SANMINA CORP SANM

Top Institutional Holders

What's Driving SANM's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

SANM key financials by period

Companies similar to SANM

SANM insiders

About SANMINA CORP (SANM): stock profile, AI score and financials