What is the 13F Pro Quality Score for SANM?

13F Pro ranks SANMINA CORP (SANM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SANM's current score at https://13fpro.ai/company/SANM (free sign-up required for the full ranking).

Which hedge funds own the most SANM stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of SANM include FMR, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/SANM as soon as new 13F filings post.

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.

What sector is SANM in?

SANMINA CORP (SANM) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives SANM's revenue?

Per SANMINA CORP's latest 10-Q filed with the SEC on 2026-07-27, the biggest revenue drivers are: Components, Products and Services (CPS) ($516M, +28% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/SANM.

How often is SANM research updated on 13F Pro?

SANM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

SANMINA CORP(SANM)Stock Analysis

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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

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Why SANM Scores 64/100

exact factor attribution · 2026-09-11

SANM's composite is driven by revenue growth and scale, held back by institutional flow and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.4 pts

87th pct

Scale

+5.8 pts

89th pct

Earnings quality

+2.9 pts

79th pct

Capital efficiency

+1.6 pts

66th pct

Earnings growth

+0.8 pts

66th pct

Shareholder dilution

+0.7 pts

64th pct

Free cash flow

-1.3 pts

41th pct

Profitability

-1.6 pts

39th pct

Institutional flow

-2.0 pts

10th pct

Latest change (2026-07-29): 61 → 61 · ↓ Capital efficiency 69→58; despite ↑ Earnings growth 32→56

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

SANM Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for SANMINA CORP (SANM), 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. SANMINA CORP's 13F Pro composite quality score has ranged between 46 and 68 since 2021, currently 64.2 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about SANMINA CORP

Quirks, history, and lore behind SANM — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · mid-cap · listed on Nasdaq · headquartered in California.
2
The Numbers
Annual revenue around $8 billion, yet most consumers have never heard of it — because it never sells anything to consumers.
3
The History
Founded in 1980, it grew by acquiring electronics manufacturing operations from big-name tech firms who decided they'd rather outsource the factory floors than run them.
4
The Secret
It is one of the world's largest contract electronics manufacturers, building circuit boards, systems, and enclosures for companies whose logos go on the outside of the box — not theirs.
5
The Lore
It competes directly with giants like Foxconn and Jabil in the brutally thin-margin world of electronics manufacturing services, serving defense, medical, and industrial customers.
6
The Giveaway
Its name blends "Santa Clara" roots with a manufacturing empire spanning dozens of facilities — a printed circuit board specialist whose four-letter ticker is basically its first four letters.

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

AI-extracted from SANMINA CORP's 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 →Share on X

Revenue

Q2 2026

$3.5B

Net Income

Q2 2026

$117.1M

Free Cash Flow

Q2 2026

$23.6M

Operating Margin

Q2 2026

6.4%

ROIC

Q2 2026

17.2%

D/E Ratio

Q2 2026

0.87

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+7.4% YoY

$8.13BFY 2025

FY22 $7.92BFY23 $8.94BFY24 $7.57BFY25 $8.13B

Net Income

+10.5% YoY

$245.9MFY 2025

FY22 $240.4MFY23 $310.0MFY24 $222.5MFY25 $245.9M

Operating Income

+5.7% YoY

$354.6MFY 2025

FY22 $349.5MFY23 $455.7MFY24 $335.5MFY25 $354.6M

EPS (Diluted)

+14.1% YoY

$4.46FY 2025

FY22 $3.81FY23 $5.18FY24 $3.91FY25 $4.46

Total Assets

+21.5% YoY

$5.86BFY 2025

FY22 $4.84BFY23 $4.87BFY24 $4.82BFY25 $5.86B

Total Debt

+0.2% YoY

$318.0MFY 2025

FY22 $346.7MFY23 $338.3MFY24 $317.3MFY25 $318.0M

Op. Cash Flow

+82.4% YoY

$620.7MFY 2025

FY22 $330.9MFY23 $235.2MFY24 $340.2MFY25 $620.7M

Free Cash Flow

+106.7% YoY

$473.3MFY 2025

FY22 $192.2MFY23 $43.8MFY24 $229.0MFY25 $473.3M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$8.13B +7.4%	$7.57B -15.3%	$8.94B +12.8%	$7.92B +17.5%	$6.74B -3.0%	$6.95B
Net Income	$245.9M +10.5%	$222.5M -28.2%	$310.0M +28.9%	$240.4M -3.7%	$249.5M +87.4%	$133.2M
Operating Income	$354.6M +5.7%	$335.5M -26.4%	$455.7M +30.4%	$349.5M +36.5%	$255.9M +16.8%	$219.1M
EPS (Diluted)	$4.46 +14.1%	$3.91 -24.5%	$5.18 +36.0%	$3.81 +2.4%	$3.72 +97.9%	$1.88
Total Assets	$5.86B +21.5%	$4.82B -1.0%	$4.87B +0.8%	$4.84B +15.0%	$4.20B +11.4%	$3.77B
Total Debt	$318.0M +0.2%	$317.3M -6.2%	$338.3M -2.4%	$346.7M +5.0%	$330.3M -9.9%	$366.7M
Operating Cash Flow	$620.7M +82.4%	$340.2M +44.7%	$235.2M -28.9%	$330.9M -2.2%	$338.3M +12.6%	$300.6M
Free Cash Flow	$473.3M +106.7%	$229.0M +422.8%	$43.8M -77.2%	$192.2M -27.5%	$265.0M +13.0%	$234.6M

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Available Research

13F Pro tracks comprehensive data for SANMINA CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SANM

FMR LLC
$2.0B8,032,556 sh
BlackRock, Inc.
$1.4B5,495,109 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$772.2M3,051,029 sh
VANGUARD CAPITAL MANAGEMENT LLC
$589.1M2,327,693 sh
Invesco Ltd.
$548.4M2,166,769 sh
STATE STREET CORP
$429.3M1,696,291 sh
JANE STREET GROUP, LLC
$385.1M1,521,491 sh
DIMENSIONAL FUND ADVISORS LP
$339.6M1,342,197 sh
GEODE CAPITAL MANAGEMENT, LLC
$305.3M1,206,012 sh
ADVANCED MICRO DEVICES INC
$291.3M1,151,052 sh

Fund	Value	Shares
FMR LLC	$2.0B	8,032,556
BlackRock, Inc.	$1.4B	5,495,109
VANGUARD PORTFOLIO MANAGEMENT LLC	$772.2M	3,051,029
VANGUARD CAPITAL MANAGEMENT LLC	$589.1M	2,327,693
Invesco Ltd.	$548.4M	2,166,769
STATE STREET CORP	$429.3M	1,696,291
JANE STREET GROUP, LLC	$385.1M	1,521,491
DIMENSIONAL FUND ADVISORS LP	$339.6M	1,342,197
GEODE CAPITAL MANAGEMENT, LLC	$305.3M	1,206,012
ADVANCED MICRO DEVICES INC	$291.3M	1,151,052

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Is SANM a good stock to buy?

13F Pro's AI-powered analysis of SANMINA CORP (SANM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SANM are available on the SANM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SANM is classified as a large company.

Which hedge funds own SANM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SANM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SANMINA CORP's investment landscape.