13F Pro Quality Score

61.0/100

Rank #822 of 2,879 stocksTOP 50%

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

Revenue Growth

70.0/100

Profitability

43.8/100

Balance Sheet

68.7/100

Earnings Quality

32.2/100

Free Cash Flow

54.8/100

Institutional Flow

36.7/100

Revenue Scale

87.5/100

Dilution Risk

64.0/100

SANM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for SANMINA CORP (SANM), a Technology sector company. 13F Pro's AI-powered ranking engine scores SANM at 61.0/100 on a 32-signal composite quality model, placing it at rank #822 of 2,879 stocks — the top half of the AI-ranked universe. SANM scores in the top quartile across revenue scale (87.5). Areas of concern include earnings quality (32.2) and institutional flow (36.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), SANMINA CORP reports quarterly revenue of $4.0B, net income of $93.6M, an operating margin of 3.9%. Top institutional holders of SANM by reported 13-F value include BlackRock,, FMR, 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 8 and 69 since 2021, currently 61.0 — an improving long-term trajectory across 56 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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Revenue

Q2 2026

$4.0B

Net Income

Q2 2026

$93.6M

Free Cash Flow

Q2 2026

$342.0M

Operating Margin

Q2 2026

3.9%

ROIC

Q2 2026

3.3%

D/E Ratio

Q2 2026

0.90

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

AI Insight: SANM Financial Trends

Q1 2026 revenue surged to $4,013M — more than double Q2 2024 levels — driven by an apparent acquisition, with operating income rebounding to $157M after a two-quarter compression.

Revenue jumped from $2,096M in Q3 2025 to $4,013M in Q1 2026, signaling a major acquisition or consolidation event in Q4 2025.

Operating income recovered to $157M in Q1 2026 after falling to $74M in Q4 2025, though operating margin context requires watching scale-up costs.

Operating cash flow expanded strongly from $52M in Q3 2024 to $399M in Q1 2026, the highest in the dataset.

Total debt spiked from $300M in Q3 2025 to $2,343M in Q4 2025, a roughly 7x increase, reflecting acquisition financing.

Debt load at $2,344M in Q1 2026 versus $300M pre-acquisition — deleveraging pace and interest burden are critical to monitor.

Net income of $94M in Q1 2026 on $4,013M revenue implies thin margins; integration costs could pressure profitability further.

Sustained operating cash flow at $399M in Q1 2026 would support debt repayment — watch whether that level holds in coming quarters.

AI Insight: SANM Ratio Trends

Sanmina's Q4 2025 margin collapse to 2.3% operating / 1.6% net raises durability questions despite a partial Q1 2026 recovery.

Operating margin peaked at 4.7% in Q2 2025 then cratered to 2.3% in Q4 2025 — the lowest in the observed period.

Q1 2026 shows partial recovery: operating margin rebounded to 3.9% and ROA to 3.9% from Q4 2025 lows.

ROIC swung dramatically — from 12.6% in Q4 2025 to 26.8% in Q1 2026, though limited data points make the trend hard to assess.

Q4 2025 net margin dropped to 1.6% — sharpest single-quarter decline observed. Confirm whether one-off or structural.

TTM operating margin of 3.6% sits well below the Q1–Q2 2025 run-rate of ~4.6–4.7%, signaling Q4 2025 still weighs on trailing results.

ROA recovery to 3.9% in Q1 2026 versus 2.0% in Q4 2025 warrants monitoring for sustained improvement over coming quarters.

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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

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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.

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.