Market Summary
USD53.50+0.49
Delayedas of 20 Sep 2023, 01:04 pm0.92%
SANM Alerts
SANM Stock Price
SANM RSI Chart
SANM Valuation
SANM Price/Sales (Trailing)
SANM Profitability
SANM Fundamentals
SANM Revenue
SANM Earnings
Price Action
52 Week Range
44.2969.28
(Low)(High)
Last 7 days
1.4%
Last 30 days
-1.9%
Last 90 days
-9.6%
Trailing 12 Months
11.4%
SANM Financial Health
SANM Investor Care
Historical Charts for Stock Metrics
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Net sales
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Latest Insider Trading transactions for SANM
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
2023-08-31 | REID ALAN McWILLIAMS | sold | -298,821 | 55.9172 | -5,344 | evp, global human resources |
2023-08-22 | DELANEY EUGENE A | sold | -75,382 | 55.185 | -1,366 | - |
2023-08-22 | DELANEY EUGENE A | acquired | 21,541 | 15.77 | 1,366 | - |
2023-08-18 | SOLA JURE | sold | -7,032,800 | 54.1977 | -129,762 | chairman and ceo |
2023-08-18 | SOLA JURE | acquired | 3,095,000 | 15.475 | 200,000 | chairman and ceo |
2023-03-15 | PRABHU KRISH A | acquired | 179,977 | 57.19 | 3,147 | - |
2023-03-15 | DELANEY EUGENE A | acquired | 179,977 | 57.19 | 3,147 | - |
2023-03-15 | Johnson Susan A | acquired | 179,977 | 57.19 | 3,147 | - |
2023-03-15 | ROSATI MARIO M | acquired | 179,977 | 57.19 | 3,147 | - |
2023-03-15 | Hedley David V III | acquired | 224,985 | 57.19 | 3,934 | - |
Which funds bought or sold SANM recently?
View All Details| Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
|---|---|---|---|---|---|---|
2023-09-12 | Farther Finance Advisors, LLC | added | 1,922 | 57,883 | 60,933 | 0.01% |
2023-09-08 | TUCKER ASSET MANAGEMENT LLC | sold off | -100 | -25,433 | - | -% |
2023-08-28 | DELPHI MANAGEMENT INC /MA/ | new | - | 1,426,000 | 1,426,000 | 1.48% |
2023-08-24 | Alberta Investment Management Corp | unchanged | - | -28,890 | 2,418,270 | 0.02% |
2023-08-22 | VIRGINIA RETIREMENT SYSTEMS ET AL | added | 6.06 | 38,712 | 843,780 | 0.01% |
2023-08-21 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | added | 5.72 | 48,000 | 1,130,000 | 0.01% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -1.64 | -124,329 | 4,311,540 | 0.01% |
2023-08-21 | OSAIC HOLDINGS, INC. | reduced | -22.16 | -325,870 | 1,088,040 | -% |
2023-08-17 | Coppell Advisory Solutions LLC | new | - | 2,694 | 2,694 | -% |
2023-08-16 | Nuveen Asset Management, LLC | added | 1.45 | 128,988 | 52,093,000 | 0.02% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
SANM Alerts
Schedule 13G FIlings of Sanmina
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
|---|---|---|---|---|---|
| Feb 09, 2023 | vanguard group inc | 11.45% | 6,576,813 | SC 13G/A | |
| Jan 23, 2023 | blackrock inc. | 17.9% | 10,259,025 | SC 13G/A | |
| Feb 11, 2022 | earnest partners llc | 6.0% | 3,843,812 | SC 13G/A | |
| Feb 10, 2022 | vanguard group inc | 10.78% | 6,937,717 | SC 13G/A | |
| Feb 08, 2022 | dimensional fund advisors lp | 7.2% | 4,607,977 | SC 13G/A | |
| Jan 27, 2022 | blackrock inc. | 15.8% | 10,179,962 | SC 13G/A | |
| Jan 26, 2022 | blackrock inc. | 15.8% | 10,179,962 | SC 13G | |
| Feb 16, 2021 | dimensional fund advisors lp | 7.6% | 4,974,207 | SC 13G/A | |
| Feb 16, 2021 | earnest partners llc | 7.3% | 4,726,748 | SC 13G/A | |
| Feb 10, 2021 | vanguard group inc | 10.27% | 6,679,503 | SC 13G/A |
Recent SEC filings of Sanmina
View All Filings| Date Filed | Form Type | Document | |
|---|---|---|---|
| Sep 19, 2023 | 4 | Insider Trading | |
| Sep 19, 2023 | 4 | Insider Trading | |
| Sep 19, 2023 | 4 | Insider Trading | |
| Sep 05, 2023 | 8-K | Current Report | |
| Sep 01, 2023 | 4 | Insider Trading | |
| Aug 31, 2023 | 144 | Notice of Insider Sale Intent | |
| Aug 23, 2023 | 4 | Insider Trading | |
| Aug 22, 2023 | 144 | Notice of Insider Sale Intent | |
| Aug 21, 2023 | 4 | Insider Trading | |
| Aug 18, 2023 | 144 | Notice of Insider Sale Intent |
SANM Fair Value
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Peers (Alternatives to Sanmina)
View All Peers In Detail| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
APH | 51.3B | 12.6B | 1.24% | 18.57% | 26.97 | 4.09 | 5.26% | 6.38% |
GLW | 26.5B | 13.3B | -0.84% | -0.71% | 28.4 | 1.93 | -8.71% | -68.18% |
KEYS | 23.7B | 5.6B | 2.77% | -19.88% | 20.94 | 4.23 | 6.17% | 2.08% |
JBL | 14.1B | 35.3B | 4.58% | 79.73% | 14.38 | 0.4 | 10.73% | 14.25% |
ZBRA | - | 5.5B | -7.28% | -13.41% | - | - | -5.22% | 30.78% |
| MID-CAP | ||||||||
DLB | 7.9B | 1.3B | -2.87% | 12.88% | 35.95 | 6.12 | 2.12% | 9.33% |
IPGP | 4.7B | 1.4B | 0.27% | 11.66% | 44.52 | 3.44 | -8.11% | -60.37% |
VSH | 3.5B | 3.5B | -4.77% | 32.72% | 8.37 | 0.99 | 5.02% | 20.13% |
SANM | 3.1B | 9.1B | -1.94% | 11.39% | 10.03 | 0.34 | 24.00% | 28.81% |
PLXS | 2.5B | 4.3B | -6.71% | -0.82% | 16.71 | 0.58 | 22.08% | 23.25% |
| SMALL-CAP | ||||||||
OSIS | 2.0B | 1.3B | 0.88% | 46.81% | 21.47 | 1.54 | 8.04% | -20.43% |
CTS | 1.3B | 585.4M | -3.61% | -1.77% | 22.9 | 2.27 | 6.90% | 364.82% |
BHE | 856.1M | 3.0B | -5.51% | -7.23% | 12.89 | 0.29 | 14.83% | 36.44% |
NSSC | 832.8M | 168.6M | -40.84% | -25.04% | 25.07 | 4.94 | 24.14% | 88.79% |
LASR | 486.9M | 224.2M | -5.08% | -0.29% | -9.33 | 2.17 | -15.40% | -50.79% |
Sanmina News
Returns for SANM
Cumulative Returns on SANM
11.4%
10-Year Cumulative Returns
9.6%
7-Year Cumulative Returns
12.9%
5-Year Cumulative Returns
23.9%
3-Year Cumulative Returns
Risks for SANM
What is the probability of a big loss on SANM?
57.3%
Probability that Sanmina stock will be more than 20% underwater in next one year
23.5%
Probability that Sanmina stock will be more than 30% underwater in next one year.
0%
Probability that Sanmina stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.
How does SANM drawdown profile look like?
Y-axis is the maximum loss one would have experienced if Sanmina was unfortunately bought at previous high price.
Drawdowns
Financials for Sanmina
Income Statement (Last 12 Months)(In Millions)
| Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Revenue | 2.1% | 9,108 | 8,924 | 8,519 | 7,920 | 7,345 | 6,975 | 6,739 | 6,738 | 6,953 | 6,954 | 6,866 | 6,950 | 6,978 | 7,350 | 7,886 | 8,234 | 8,218 | 8,004 | 7,553 | 7,110 | 6,989 |
| Gross Profit | 2.9% | 742 | 721 | 676 | 622 | 580 | 553 | 527 | 526 | 540 | 536 | 523 | 517 | 515 | 532 | 577 | 592 | 571 | 542 | 504 | 464 | 467 |
| Operating Expenses | 1.9% | 282 | 277 | 277 | 273 | 268 | 260 | 268 | 271 | 276 | 281 | 286 | 298 | 307 | 320 | 312 | 306 | 338 | 330 | 320 | 344 | 314 |
| S&GA Expenses | 3.0% | 253 | 245 | 244 | 245 | 242 | 238 | 237 | 235 | 234 | 236 | 237 | 241 | 251 | 258 | 260 | 260 | 254 | 249 | 250 | 251 | 256 |
| R&D Expenses | 7.1% | 25.00 | 23.00 | 22.00 | 21.00 | 21.00 | 21.00 | 21.00 | 21.00 | 22.00 | 22.00 | 22.00 | 23.00 | 22.00 | 24.00 | 26.00 | 28.00 | 28.00 | 29.00 | 30.00 | 31.00 | 33.00 |
| EBITDA | -100.0% | - | 526 | 479 | 452 | 436 | 453 | 442 | 436 | 449 | 415 | 362 | 344 | 319 | 318 | 379 | - | - | - | - | - | - |
| EBITDA Margin | -100.0% | - | 0.06* | 0.06* | 0.06* | 0.06* | 0.06* | 0.07* | 0.06* | 0.06* | 0.06* | 0.05* | 0.05* | 0.05* | 0.04* | 0.05* | - | - | - | - | - | - |
| Interest Expenses | 14.5% | 35.00 | 31.00 | 26.00 | 22.00 | 20.00 | 19.00 | 19.00 | 20.00 | 23.00 | 27.00 | 28.00 | 29.00 | 27.00 | 26.00 | 28.00 | 31.00 | 32.00 | 31.00 | 30.00 | 28.00 | 26.00 |
| Earnings Before Taxes | 5.3% | 404 | 383 | 343 | 302 | 269 | 289 | 285 | 282 | 306 | 267 | 212 | 192 | 178 | 177 | 235 | 246 | 195 | 177 | 150 | 98.00 | 134 |
| EBT Margin | -100.0% | - | 0.04* | 0.04* | 0.04* | 0.04* | 0.05* | 0.05* | 0.05* | 0.05* | 0.04* | 0.03* | 0.03* | 0.03* | 0.02* | 0.03* | - | - | - | - | - | - |
| Net Income | -0.2% | 306 | 307 | 276 | 240 | 238 | 277 | 256 | 250 | 239 | 167 | 144 | 133 | 108 | 106 | 142 | 142 | 123 | 114 | 97.00 | -95.53 | -70.47 |
| Net Income Margin | -100.0% | - | 0.03* | 0.03* | 0.03* | 0.03* | 0.04* | 0.04* | 0.04* | 0.04* | 0.03* | 0.02* | 0.02* | 0.02* | 0.01* | 0.02* | - | - | - | - | - | - |
| Free Cashflow | -100.0% | - | 98.00 | 149 | 192 | 220 | 242 | 257 | 265 | 271 | 239 | 292 | 235 | 324 | 406 | 357 | - | - | - | - | - | - |
Balance Sheet(In Millions)
| Balance Sheet | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Assets | -1.4% | 4,958 | 5,029 | 5,272 | 4,836 | 4,739 | 4,647 | 4,505 | 4,204 | 3,999 | 3,766 | 3,794 | 3,773 | 4,475 | 4,360 | 3,830 | 3,906 | 4,020 | 4,207 | 4,317 | 4,085 | 3,893 |
| Current Assets | -2.0% | 3,953 | 4,035 | 4,309 | 3,891 | 3,822 | 3,735 | 3,587 | 3,271 | 3,056 | 2,846 | 2,855 | 2,819 | 3,500 | 3,363 | 2,805 | 2,921 | 3,002 | 3,175 | 3,274 | 3,014 | 2,794 |
| Cash Equivalents | -8.6% | 657 | 718 | 735 | 530 | 493 | 560 | 628 | 650 | 624 | 575 | 516 | 481 | 1,117 | 1,115 | 431 | 455 | 414 | 405 | 409 | 420 | 405 |
| Inventory | -4.1% | 1,489 | 1,553 | 1,700 | 1,684 | 1,590 | 1,444 | 1,254 | 1,042 | 893 | 785 | 819 | 861 | 884 | 884 | 844 | 901 | 915 | 1,007 | 1,054 | 1,374 | 1,187 |
| Net PPE | 2.4% | 632 | 617 | 591 | 575 | 546 | 525 | 525 | 533 | 536 | 515 | 527 | 559 | 575 | 592 | 612 | 631 | 635 | 640 | 644 | 643 | 636 |
| Current Liabilities | -4.3% | 2,158 | 2,255 | 2,588 | 2,471 | 2,463 | 2,298 | 2,097 | 1,786 | 1,609 | 1,438 | 1,492 | 1,523 | 2,213 | 2,131 | 1,530 | 1,683 | 1,828 | 2,419 | 2,573 | 2,402 | 2,215 |
| LT Debt, Non Current | -1.3% | 317 | 321 | 325 | 329 | 298 | 303 | 307 | 312 | 316 | 320 | 325 | 329 | 334 | 338 | 343 | 347 | 351 | - | 14.00 | 14.00 | 15.00 |
| Shareholder's Equity | 2.2% | 2,266 | 2,218 | 2,136 | 1,820 | 1,769 | 1,805 | 1,853 | 1,853 | 1,814 | 1,711 | 1,673 | 1,623 | 1,653 | 1,618 | 1,679 | 1,647 | 1,627 | 1,581 | 1,533 | 1,473 | 1,477 |
| Retained Earnings | - | - | - | - | -3,239 | - | - | - | -3,480 | - | - | - | -3,723 | - | - | - | -3,863 | - | - | - | -4,032 | - |
| Additional Paid-In Capital | - | - | - | - | 6,381 | - | - | - | 6,339 | - | - | - | 6,301 | - | - | - | 6,267 | - | - | - | 6,222 | - |
| Accumulated Depreciation | - | - | - | - | 1,765 | - | - | - | 1,715 | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Shares Outstanding | - | 58.00 | - | 58.00 | 57.00 | 60.00 | 63.00 | 64.00 | 64.00 | 65.00 | 65.00 | 65.00 | 65.00 | 68.00 | 71.00 | 70.00 | 70.00 | 69.00 | 69.00 | 68.00 | 68.00 | 69.00 |
Cashflow (Last 12 Months)(In Millions)
| Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Cashflow From Operations | -15.8% | 240 | 285 | 300 | 331 | 341 | 343 | 345 | 338 | 327 | 287 | 341 | 301 | 411 | 513 | 483 | 383 | 253 | 150 | 70.00 | 156 | 145 |
| Share Based Compensation | 5.8% | 48.00 | 45.00 | 42.00 | 40.00 | 38.00 | 36.00 | 36.00 | 35.00 | 30.00 | 29.00 | 28.00 | 26.00 | 32.00 | 33.00 | 32.00 | 31.00 | 25.00 | 26.00 | 30.00 | 33.00 | 40.00 |
| Cashflow From Investing | -7.7% | -202 | -188 | -152 | -132 | -114 | -111 | -97.50 | -91.32 | -41.35 | -45.49 | -47.55 | -64.41 | -113 | -100 | -119 | -127 | -119 | -115 | -104 | -116 | -120 |
| Cashflow From Financing | 102.8% | 125 | 62.00 | -38.25 | -314 | -353 | -245 | -133 | -77.32 | -778 | -780 | -209 | -210 | 405 | 298 | -342 | -220 | -124 | -35.21 | 38.00 | -28.33 | -56.36 |
| Buy Backs | -100.0% | - | 170 | 270 | 331 | 339 | 231 | 120 | 64.00 | 110 | 112 | 174 | 179 | 100 | 83.00 | 18.00 | 13.00 | 20.00 | 49.00 | 124 | 158 | 290 |
SANM Income Statement
2023-07-01Condensed Consolidated Statements of Income - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 9 Months Ended | ||
|---|---|---|---|---|
Jul. 01, 2023 | Jul. 02, 2022 | Jul. 01, 2023 | Jul. 02, 2022 | |
| Net sales | $ 2,207,118 | $ 2,023,361 | $ 6,883,029 | $ 5,694,757 |
| Cost of sales | 2,023,910 | 1,861,176 | 6,313,246 | 5,244,780 |
| Gross profit | 183,208 | 162,185 | 569,783 | 449,977 |
| Operating expenses: | ||||
| Selling, general and administrative | 68,828 | 61,506 | 192,948 | 184,798 |
| Research and development | 6,719 | 5,071 | 18,712 | 15,320 |
| Restructuring and other | 296 | 3,994 | 1,731 | 3,730 |
| Total operating expenses | 75,843 | 70,571 | 213,391 | 203,848 |
| Operating income | 107,365 | 91,614 | 356,392 | 246,129 |
| Interest income | 4,213 | 540 | 9,685 | 1,198 |
| Interest expense | (10,066) | (5,615) | (28,033) | (15,362) |
| Other expense | (2,508) | (7,774) | (11,988) | (7,110) |
| Interest and other, net | (8,361) | (12,849) | (30,336) | (21,274) |
| Income before income taxes | 99,004 | 78,765 | 326,056 | 224,855 |
| Provision for income taxes | 17,267 | 1,543 | 63,898 | 42,835 |
| Net income before noncontrolling interest | 81,737 | 77,222 | 262,158 | 182,020 |
| Less: Net income attributable to noncontrolling interest | 5,243 | 0 | 14,029 | 0 |
| Net income attributable to common shareholders | $ 76,494 | $ 77,222 | $ 248,129 | $ 182,020 |
| Net income attributable to common shareholders per share: | ||||
| Basic | $ 1.32 | $ 1.29 | $ 4.28 | $ 2.92 |
| Diluted | $ 1.28 | $ 1.25 | $ 4.14 | $ 2.83 |
| Weighted average shares used in computing per share amounts: | ||||
| Basic | 57,987 | 59,970 | 57,995 | 62,404 |
| Diluted | 59,592 | 61,702 | 59,996 | 64,292 |
| Parent | ||||
| Operating expenses: | ||||
| Net income attributable to common shareholders | $ 76,494 | $ 77,222 | $ 248,129 | $ 182,020 |
SANM Balance Sheet
2023-07-01Condensed Consolidated Balance Sheets - USD ($) $ in Thousands | Jul. 01, 2023 | Oct. 01, 2022 |
|---|---|---|
| Current assets: | ||
| Cash and cash equivalents | $ 656,588 | $ 529,857 |
| Accounts and Other Receivables, Net, Current | 1,279,966 | 1,138,894 |
| Contract assets | 459,145 | 475,721 |
| Inventories | 1,489,200 | 1,684,099 |
| Prepaid expenses and other current assets | 68,121 | 62,044 |
| Total current assets | 3,953,020 | 3,890,615 |
| Property, plant and equipment, net | 631,744 | 575,170 |
| Deferred tax assets | 187,434 | 209,554 |
| Other | 185,694 | 160,192 |
| Total assets | 4,957,892 | 4,835,531 |
| Current liabilities: | ||
| Accounts payable | 1,724,034 | 2,041,434 |
| Accrued liabilities | 277,515 | 281,599 |
| Accrued payroll and related benefits | 138,815 | 130,892 |
| Short-term debt, including current portion of long-term debt | 17,500 | 17,500 |
| Total current liabilities | 2,157,864 | 2,471,425 |
| Long-term liabilities: | ||
| Long-term debt | 316,552 | 329,237 |
| Other | 217,748 | 215,333 |
| Total long-term liabilities | 534,300 | 544,570 |
| Contingencies (Note 8) | ||
| Stockholders’ equity | 2,265,728 | 1,819,536 |
| Total liabilities and stockholders’ equity | $ 4,957,892 | $ 4,835,531 |
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. 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 manufacturing of components, subassemblies, and complete systems. In addition, the company provides interconnect systems, such as printed circuit board fabrication, backplane, cable assemblies, and plastic injection moldings; mechanical systems comprising enclosures and precision machining; memory, storage platforms, radio frequency, optical, and microelectronic solutions; defense and aerospace products; 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 solutions industries. Sanmina Corporation was founded in 1980 and is headquartered in San Jose, California.