Sanmina Corporation (SANM) Earnings Call Transcripts
Sanmina Corporation's Latest Earnings Call - June 3, 2026
In the fiscal quarter ending June 3, 2026, Sanmina Corporation reported revenues of $3.2 billion, aligning with expectations and reflecting a year-over-year increase of 20%. Earnings per share (EPS) came in at $0.75, slightly above the consensus estimate of $0.72. Management maintained its fiscal year 2026 guidance for ZT Systems revenue at a run rate of $5 billion to $6 billion, while signaling confidence in achieving over $16 billion in total revenue by fiscal year 2027, accelerated by strong demand in the accelerated compute segment.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $3.2B (inline) |
| EPS | $0.75 (beat) |
| ZT Revenue Guidance | $5B - $6B (inline) |
| Total Revenue Guidance | $16B+ (positive) |
| Operating Margin | 6% (positive) |
| Cash Flow | $1.5B (positive) |
Guidance from management
Management maintained their revenue guidance for ZT Systems at $5 billion to $6 billion for fiscal year 2026 and expressed confidence in achieving over $16 billion in total revenue by fiscal year 2027.
What analysts pressed on
Analysts expressed concerns regarding the execution risk associated with the preproduction phase, emphasizing the need for successful integration and customer satisfaction to secure future business. There were also questions about the adequacy of manufacturing capacity to meet projected demand.
Main topics on the call
- ZT Systems Integration Progress — Management highlighted that the integration of ZT Systems is on track, stating, "we're right where we expected to be in that overall plan." They emphasized successful business wins in both preproduction and production st...
- Revenue Guidance for FY 2027 — Sanmina's management reiterated their guidance of achieving over $16 billion in revenue by fiscal year 2027, stating, "we expect to double Sanmina's size within 2 years." This reflects strong confidence in their growth t...
- Manufacturing Capacity and Facilities — Management confirmed that they have sufficient capacity to meet the anticipated demand, stating, "we do... have the capacity now to do the $16 billion plus." They also discussed retrofitting facilities to accommodate nex...
- Margin Trends — Management indicated that ZT Systems' margins are performing better than core Sanmina, with a current operating margin of around 6%. They noted, "it's actually been a little bit more favorable than that in our Q1 and Q2 ...
Read the full Sanmina Corporation transcript (June 3, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Sanmina Corporation
Sanmina Corporation (SANM) is a publicly listed company in the Electronic Equipment, Instruments and Components industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 39 calls on record spanning January 27, 2020 to July 27, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 39 Sanmina Corporation earnings call transcripts on record, spanning January 27, 2020 to July 27, 2026. Based on this history, Sanmina Corporation reports quarterly. The most recent call on file is dated July 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- SANM
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Calls on record
- 39
- First call
- January 27, 2020
- Most recent
- July 27, 2026
- Reporting cadence
- quarterly