Last 7 days
1.4%
Last 30 days
-1.9%
Last 90 days
-9.6%
Trailing 12 Months
11.4%
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 | - |
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% |
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 |
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 |
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% |
11.4%
9.6%
12.9%
23.9%
57.3%
23.5%
0%
Y-axis is the maximum loss one would have experienced if Sanmina was unfortunately bought at previous high price.
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) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 |
Condensed 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 |
Condensed 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 |