Sanmina Corporation (SANM) Q2 2026 Earnings Call Transcript
Sanmina Corporation reported strong Q2 2026 earnings, with revenue of $4.01 billion, up 102% year-over-year, and EPS of $3.16, surpassing estimates by $0.76. The company cited growth across key markets including cloud infrastructure, industrial, and healthcare. CEO Jure Sola highlighted continued operational improvements and demand for advanced manufacturing services. CFO Jon Faust noted improved margins and strong cash flow generation.
- ▪Sanmina's Q2 2026 revenue was $4.01 billion, exceeding expectations by $744.61 million and rising 102.27% year-over-year.
- ▪The company reported EPS of $3.16, beating consensus estimates by $0.76.
- ▪Growth was driven by increased demand in cloud infrastructure, industrial, and healthcare sectors.
- ▪Sanmina maintained strong gross margins and generated significant cash from operations during the quarter.
- ▪Management reaffirmed its full-year guidance despite ongoing macroeconomic uncertainties.
Full article excerpt tap to expand
{"@context":"https://schema.org","@type":"NewsArticle","mainEntityOfPage":{"@type":"WebPage","@id":"https://seekingalpha.com/article/4894764-sanmina-corporation-sanm-q2-2026-earnings-call-transcript"},"author":{"@type":"Person","name":"SA Transcripts","url":"https://seekingalpha.com/author/sa-transcripts"},"publisher":{"@context":"http://schema.org","@type":"Organization","address":{"@type":"PostalAddress","streetAddress":"244 5th Ave","addressLocality":"New York","addressRegion":"NY","postalCode":"10001","addressCountry":"US"},"alternateName":["SeekingAlpha","SA"],"brand":[{"@type":"Brand","name":"Seeking Alpha Premium","url":"https://seekingalpha.com/subscriptions/premium"},{"@type":"Brand","name":"Seeking Alpha PRO","url":"https://seekingalpha.com/subscriptions"},{"@type":"Brand","name":"Alpha Picks","url":"https://seekingalpha.com/alpha-picks/subscribe"},{"@type":"Brand","name":"Investing Groups by Seeking Alpha","url":"https://seekingalpha.com/marketplace/directory"}],"contactPoint":{"@type":"ContactPoint","telephone":"+1-347-509-6837","email":"[email protected]"},"description":"Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. From in-depth analysis on thousands of stocks to timely investment ideas and market-beating Quant ratings*, Seeking Alpha is an essential resource for millions of investors globally.","email":"[email protected]","image":"https://seekingalpha.com/samw/static/images/OrganizationLogo.b472cbb2d.png","foundingDate":"2004","legalName":"Seeking Alpha","logo":{"@type":"ImageObject","height":60,"url":"https://seekingalpha.com/samw/static/images/PublisherLogo.1bcd2753c.png","width":360},"name":"Seeking Alpha","sameAs":["https://www.facebook.com/Seekingalpha","https://www.youtube.com/channel/UC9ZGkLwawKeG5C0Dt9FS-lQ","https://www.linkedin.com/company/seeking-alpha/","https://www.wikidata.org/wiki/Q3477676","https://www.instagram.com/seekingalpha/","https://x.com/SeekingAlpha","https://www.tiktok.com/@seekingalphaofficial","https://open.spotify.com/show/05uLjJxkVgQsRk8LWLCLpx","https://podcasts.apple.com/us/podcast/wall-street-breakfast/id1358381502"],"slogan":"Inform. Empower. Invest.","telephone":"+1-347-509-6837","url":"https://seekingalpha.com"},"datePublished":"2026-04-27T23:51:39.000Z","dateModified":"2026-04-27T23:51:40.000Z","description":"Sanmina Corporation (SANM) Q2 2026 Earnings Call April 27, 2026 5:00 PM EDTCompany ParticipantsPaige Bombino - Senior Vice President of Investor...","headline":"Sanmina Corporation (SANM) Q2 2026 Earnings Call Transcript","about":[{"@type":"Corporation","name":"Sanmina Corporation","tickerSymbol":"NASDAQ SANM","url":"https://seekingalpha.com/symbol/SANM"}],"image":{"@type":"ImageObject","url":"https://seekingalpha.com/samw/static/images/DefaultArticleImage.7d3405a63.png","height":1200,"width":1200}}TranscriptsSanmina Corporation (SANM) Q2 2026 Earnings Call TranscriptApr 27, 2026, 7:51 PM ETSanmina Corporation (SANM) StockSA Transcripts159.47K FollowersFollow5ShareSaveCommentsQ2: 2026-04-27 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $3.16 beats by $0.76 | Revenue of $4.01B (102.27% Y/Y) beats by $744.61M Sanmina Corporation (SANM) Q2 2026 Earnings Call April 27, 2026 5:00 PM EDT…
This excerpt is published under fair use for community discussion. Read the full article at Seeking Alpha.
Discussion
0 commentsMore from Seeking Alpha
