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Sanmina Corporation

Sanmina Corporation

NASDAQ•SANM
CEO: Mr. Jure Sola
セクター: Technology
業種: Hardware, Equipment & Parts
上場日: 1993-04-14
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. It operates in two businesses, Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engages in the manufacture of components, subassemblies, and complete systems. In addition, the company provides components, such as printed circuit boards, backplane and backplane assemblies, cable assemblies, fabricated metal parts, precision machined parts, and plastic injected molded parts; memory solutions; storage platforms; optical, radio frequency, and microelectronic solutions; defense and aerospace products, design, manufacturing, repair, and refurbishment services; and cloud-based manufacturing execution software. It offers its products and services primarily to original equipment manufacturers in the industrial, medical, defense and aerospace, automotive, communications networks, and cloud infrastructure industries. The company was formerly known as Sanmina-SCI Corp. Sanmina Corporation was incorporated in 1980 and is headquartered in San Jose, California.
連絡先情報
2700 North First Street, San Jose, CA, 95134, United States
408-964-3500
www.sanmina.com
時価総額
$7.72B
PER (TTM)
33.2
27.2
配当利回り
--
52週高値
$185.29
52週安値
$63.67
52週レンジ
64%
順位37Top 34.1%
4.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q1 2026 データ

売上高

$3.19B+58.98%
直近4四半期の推移

EPS

$0.91-24.17%
直近4四半期の推移

フリーCF

$91.89M+96.13%
直近4四半期の推移

2026 Q1 決算ハイライト

主なハイライト

Revenue Surges Post-Acquisition Net sales reached $3.19 B, marking a 59.0% increase, primarily driven by the ZT Systems acquisition closing October 2025.
Strong Operating Cash Flow Cash provided by operating activities was $178.73 M for the quarter, significantly up from $63.94 M in the prior year period.
Asset Base Expansion Total assets grew to $9.80 B as of December 27, 2025, reflecting the integration of the newly acquired ZT Systems business.
Financing Activity Supports Growth Net cash from financing was $1.76 B, supported by $2.20 B borrowed under the New Credit Facility for the acquisition.

リスク要因

Gross Margin Compression Noted Gross margin decreased to 7.6% this quarter from 8.4% previously, impacted by product mix and cost factors.
Acquisition Integration Costs Reported $43 M in acquisition and integration charges during the period related directly to the ZT Systems transaction.
High Customer Concentration Sales to the ten largest customers represented 66% of net sales, exposing revenue to significant customer-specific risk.
Contingent Liability Recognized Recognized $111 M contingent cash consideration liability from ZT Systems acquisition, classified as other long-term liabilities.

見通し

Liquidity Position Adequate Working capital is $3.2 B; management believes current resources are sufficient to meet needs for at least the next twelve months.
Debt Covenants Compliance Maintained compliance with New Credit Agreement covenants, including maximum total net leverage ratio of 4.00 to 1.00.
Strategic Focus on Value Plans include diversifying into mission critical markets and optimizing product mix towards higher value, longer life cycle products.
Internal Control Exclusion Management plans to exclude ZT Systems from the assessment of internal control over financial reporting for the current fiscal year.

同業比較

売上高 (TTM)

Sanmina CorporationSANM
$9.31B
+20.8%
Genpact LimitedG
$5.08B
+6.6%
Shift4 Payments, Inc.FOUR
$3.88B
+23.2%

粗利益率 (最新四半期)

Universal Display CorporationOLED
71.2%
-6.6pp
Paylocity Holding CorporationPCTY
67.8%
+0.5pp
The Descartes Systems Group Inc.DSGX
66.3%
-8.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
MKSI$16.75B60.211.4%52.2%
CGNX$9.83B85.77.7%3.8%
TTMI$9.54B53.810.6%23.9%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
17.1%
高成長
4四半期純利益CAGR
-8.4%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月27日
|
EPS:$2.42
|
売上高:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q1 2026

    会計期末: 2025年12月27日|提出日: 2026年1月26日|
    売上高: $3.19B+59.0%
    |
    EPS: $0.91-24.2%
    予想を下回る
  • Form 10-K - FY 2025

    会計期末: 2025年9月27日|提出日: 2025年11月13日|
    売上高: $8.13B+7.4%
    |
    EPS: $4.56+14.0%
    予想を上回る
  • Form 10-Q - Q3 2025

    会計期末: 2025年6月28日|提出日: 2025年7月28日|
    売上高: $2.04B+10.9%
    |
    EPS: $1.28+37.6%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年3月29日|提出日: 2025年4月28日|
    売上高: $1.98B+7.7%
    |
    EPS: $1.18+26.9%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2024年12月28日|提出日: 2025年1月28日|
    売上高: $2.01B+7.0%
    |
    EPS: $1.20+18.8%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年9月28日|提出日: 2024年11月27日|
    売上高: $7.57B-15.3%
    |
    EPS: $4.00-25.4%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年6月29日|提出日: 2024年7月31日|
    売上高: $1.84B-16.6%
    |
    EPS: $0.93-29.5%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年3月30日|提出日: 2024年5月1日|
    売上高: $1.84B-20.6%
    |
    EPS: $0.93-32.1%
    予想を下回る