Sanmina Corporation
SANM
Jodie read · what matters now
Revenue increased 102.3% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to SANM, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-27 against the comparable filing from 2025-04-28.
What improved
- Revenue increased 102.3% versus the comparable filing period.
- Net income increased 45.8% versus the comparable filing period.
What weakened
- Operating margin fell 0.7 percentage points.
- Net margin fell 0.9 percentage points.
Filing receipts
“Our effective income tax rates and liability for other taxes could increase as a result of changes in the mix of earnings in countries with differing statutory tax rates, changes in the valuation of deferred tax assets and liabilities, changes in enacted tax laws, the effectiveness of our cash and tax management strategies, our ability to negotiate advance pricing agreements with foreign tax authorities, compliance with local trade laws and other factors.”
“The increase in interest expense for both periods is primarily due to interest incurred on the new term loans with higher aggregate borrowing amount of $2.2 billion compared to $0.3 billion for the three and six months ended March 29, 2025.”
“During the six months ended March 28, 2026, we generated $437 million of cash from earnings, excluding non-cash items, and $141 million of cash due primarily due to decreases in accounts receivables, inventories, and accrued liabilities and other.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind SANM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 10 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
SANM is currently a Participant in the organic co-movement group Semiconductor Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.