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, a 32-signal 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 64.2/100, ranked #565 of 2,962 stocks based on 32 fundamental signals including 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)— Stock Profile, AI Score & Financials

Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-06-27.

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 64.2/100 on a 32-signal composite quality model, placing it at rank #565 of 2,962 stocks — the top 25% of the AI-ranked universe. SANM scores in the top quartile across revenue scale (88.6), revenue growth (86.9), earnings quality (79.2). Areas of concern include institutional flow (9.8) and profitability (39.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 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.

AI Quality Score

64.2/100

AI Rank

#565

Revenue

$3.5B

Net Income

$117.1M

Free Cash Flow

$23.6M

Operating Margin

6.4%

SANM key financials by period

SANMINA CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Operating 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%

Institutions holding SANM

Institutional investors reporting a position in SANMINA CORP on SEC Form 13F.
Institution	Shares	Value	Reported
FMR	8,032,556	$2.0B	2026-06-30
BlackRock	5,495,109	$1.4B	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT	3,051,029	$772.2M	2026-06-30
VANGUARD CAPITAL MANAGEMENT	2,327,693	$589.1M	2026-06-30
Invesco Ltd.	2,166,769	$548.4M	2026-06-30
STATE STREET	1,696,291	$429.3M	2026-06-30
JANE STREET GROUP	1,521,491	$385.1M	2026-06-30
DIMENSIONAL FUND ADVISORS	1,342,197	$339.6M	2026-06-30
GEODE CAPITAL MANAGEMENT	1,206,012	$305.3M	2026-06-30
ADVANCED MICRO DEVICES	1,151,052	$291.3M	2026-06-30

SEC EDGAR: CIK 897723 →

SANMINA CORP

SANM

NasdaqLarge CapTechnology

13F Pro Quality Score

64.2/100

Rank #565 of 2,962 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

86.9/100

Profitability

39.1/100

Balance Sheet

65.6/100

Earnings Quality

79.2/100

Free Cash Flow

41.1/100

Institutional Flow

9.8/100

Revenue Scale

88.6/100

Dilution Risk

64.2/100

Price Chart

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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 →