Sanmina Posts $118 Million Q4 Profit, Guides Higher
The San Jose electronics manufacturer reported fiscal fourth-quarter results and issued full-year earnings guidance above its prior estimates.
Updated on Nov. 9, 2026 in Corporate Finance
Sanmina Corp. reported fiscal fourth-quarter net income of $118 million, or $2.14 per share, on revenue of $3.86 billion. The company also projected full-year earnings of $15.50 to $17.50 per share.
Why it matters
Sanmina's results beat the analyst estimates cited in the report, with adjusted earnings of $4.43 per share against a Zacks consensus of $3.27. The forward guidance signals the company expects its growth to continue into the coming fiscal year.
Sanmina's adjusted fiscal fourth-quarter EPS of $4.43 beat the $3.27 average of four analysts surveyed by Zacks Investment Research, while revenue of $3.86 billion topped the $3.48 billion estimate. The company's full-year guidance of $15.50 to $17.50 per share is not yet tied to specific margin assumptions in the reported figures.
The players
Sanmina Corp.
An electronics manufacturing services company based in San Jose, California, that builds components and systems for other technology firms.
The details
Sanmina, an electronics manufacturing services company headquartered in San Jose, California, posted full-year profit of $378 million, or $6.85 per share, on revenue of $14.53 billion. Earnings for the quarter were adjusted for one-time gains and costs, and the company expects revenue of $3.8 billion to $4.1 billion in its fiscal first quarter.
Timeline
Sanmina reported fiscal fourth-quarter earnings on November 9, 2026.
The company expects per-share earnings of $3.50 to $3.85 for the quarter ending in December 2026.
Sanmina expects revenue of $3.8 billion to $4.1 billion in its fiscal first quarter.
Market Dynamics
Sanmina's fourth-quarter adjusted earnings of $4.43 per share came in well above the $3.27 average estimate from four analysts surveyed by Zacks Investment Research. The gap between reported and expected results suggests the company's guidance for the coming quarters may be read against a consensus that has been set below actual performance.
Investors tracking Sanmina can compare the company's guided fiscal first-quarter revenue of $3.8 billion to $4.1 billion and full-year EPS range of $15.50 to $17.50 against their own return expectations. Shareholders evaluating the stock may weigh the guidance against the reported full-year profit of $6.85 per share.
The takeaway
Sanmina's results beat analyst estimates by a wide margin, and readers tracking the electronics manufacturing sector can use the company's guidance as a current benchmark for near-term expectations. The next reported quarter will show whether the projected $3.8 billion to $4.1 billion revenue range holds.
Further reading
For more on company results and guidance, see Corporate Finance coverage.
