SANM Sanmina Corporation - Common Stock
NASDAQ · Electrical Equipment · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 27, 2026
$229.04
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$113.7152w low
$288.6852w high
Market Cap
$12.23B
P/E (TTM)
41.0
EPS (TTM)
$5.59
Revenue (TTM)
$12.76B
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52W Range
$114–$289
Analyst Rating
BUY
Price Target
$260
P/E
41.0
ROE
11.8%
Net Profit Margin
2.4%
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SANM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$229.04
Market Cap
$12.23B
P/E (TTM)
41.0
EPS (TTM)
$5.59
Revenue (TTM)
$12.76B
ROE (TTM)
11.8%
Debt/Equity (MRQ)
0.7
52W Range
$114–$289
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Aug. 17, 2009 | 1-for-6 | Reverse |
| Jan. 9, 2001 | 2-for-1 | Forward |
| March 23, 2000 | 2-for-1 | Forward |
| June 11, 1998 | 2-for-1 | Forward |
| March 12, 1996 | 2-for-1 | Forward |
About Sanmina Corporation - Common Stock Company overview from Wikipedia
Sanmina Corporation is an American electronics manufacturing services (EMS) provider headquartered in San Jose, California that serves original equipment manufacturers (OEMs) in communications and computer hardware fields. The firm has nearly 80 manufacturing sites, and is one of the world’s largest independent manufacturers of printed circuit boards and backplanes. As of 2026, it is ranked number 471 in the Fortune 500 list.
History
Sanmina was founded by Jure Sola and Milan Mandarić in 1980 as a manufacturer of printed circuit boards. It later expanded into manufacturing backplanes and backplane subassemblies. By 1989 the company's revenue had grown to around $60 million and it was focused on providing electronics manufacturing services for several customers in the telecommunications industry. That year, Sola led a management buy-out of his co-founder's share in the company with investment from Morgan Stanley and became its president. In 1991, Sola became Sanmina's chairman and CEO.
In the 1990s original equipment manufacturers (OEMs) had increasingly begun outsourcing production to firms like Sanmina. Sola was able to grow the company in the early 1990s by focusing on providing contract manufacturing, and Sanmina established itself as an electronics manufacturer for OEMs. The company increased its annual revenue by more than $20 million over the 5 years following the management buy-out. In February 1993, the company went public.
Merger and name changes
In December 2001, Sanmina merged with SCI Systems of Huntsville, Alabama, for $6 billion in cash, stock, and debt. Although Sanmina was only half as large as SCI at the time, it was in a better cash position because its core telecommunications business was performing well, whereas SCI's lower-margin businesses such as personal computer manufacturing, were struggling. Shortly after, Sanmina-SCI bought E-M Solutions, a bankrupt Fremont, California electronics manufacturer, for $110 million in cash. Then in early 2002, Sanmina acquired Rancho Santa Margarita-based Viking Interworks for $15 million ($10.9 million in cash and 390,000 shares of Sanmina stock worth $10.26 per share at the time).
On November 15, 2012, the company changed its name to Sanmina.
On July 2, 2015, the company announced that it had acquired the CertainSource Technology Group.
Change of leadership
Bob Eulau replaced co-founder Jure Sola becoming the CEO effective October 2, 2017. After this change, Sola assumed the role of Executive Chairman of the Board . Hartmut Liebel assumed the role of CEO in October, 2019. Jure Sola returned again as CEO in August 2020.
Operations
In 2015, the San Jose, California-based company had 38,417 employees in over 27 countries on six continents. It serves clients in the fields of communications, computing, multimedia, semiconductors, defense, aerospace, medical applications, and automotive technology. It provides consulting, design, engineering, logistics, new product introduction, assembly, machining, and fabrication, to produce printed circuit boards, backplanes, electrical cables, injection-molded plastics, enclosures and frames, optics.
On May 11, 2018, Ather Energy, announced it had entered into an agreement with the company to develop and manufacture key components for its maiden scooter and production would take place in the company's facility in Chennai, India.
On March 3, 2021, Astrotech Corporation announced that its Astrotech Technologies, Inc. subsidiary has entered into an agreement with Sanmina Corporation to manufacture its mass spectrometry products. As part of the relationship, Sanmina will manufacture 1st Detect’s TRACER 1000. They have also agreed to manufacture AgLAB’s AgLAB-1000 and BreathTech’s BreathTest-1000 once those products are officially released.
Lawsuits
In 2023, it became known that Sanmina was engaged in ongoing litigation with its former partner, Dialight, concerning the termination of their manufacturing services agreement.
In 2024, the claims against Sanmina for fraudulent inducement proceeded to trial after a New York court rejected Sanmina’s bid to dismiss Dialight’s fraud allegations.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorIndustrials
industryElectrical Equipment
employees35,000
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$8.13B2021-10-02 → 2025-09-27
EPS$4.462021-10-02 → 2025-09-27
Free Cash Flow$473M2021-10-02 → 2025-09-27
Net margin2.4%2021-10-02 → 2025-09-27
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | SANM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 41.05Y avg ≈16.4 | ≈16.4 | 45.7 | Fair value | |
| P/S | 1.55Y avg ≈0.5 | ≈0.5 | 1.8 | Undervalued | |
| P/B | 4.85Y avg ≈1.8 | ≈1.8 | 3.3 | Undervalued | |
| EV / EBITDA | 24.45Y avg ≈7.9 | ≈7.9 | 12.8 | Undervalued | |
| Price / FCF | 25.85Y avg ≈28.3 | ≈28.3 | · | · | |
| Price / Cash Flow | 19.75Y avg ≈10.5 | ≈10.5 | 13.4 | Undervalued | |
| EV / Revenue | 1.45Y avg ≈0.5 | ≈0.5 | · | · | |
| EV / FCF | 24.55Y avg ≈29.5 | ≈29.5 | · | · | |
| Price / Tangible Book | 4.95Y avg ≈1.7 | ≈1.7 | · | · | |
| PEG Ratio | ≈2.2 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | SANM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 9.0%5Y avg ≈8.4% | ≈8.4% | 14.2% | Below avg | |
| Operating Margin (TTM) | 4.2%5Y avg ≈4.6% | ≈4.6% | 5.0% | Top tier | |
| EBITDA Margin (TTM) | 5.4%5Y avg ≈6.0% | ≈6.0% | 7.0% | In line | |
| Pretax Margin (TTM) | 3.6%5Y avg ≈4.2% | ≈4.2% | 4.3% | Top tier | |
| Net Profit Margin (TTM) | 2.4%5Y avg ≈3.1% | ≈3.1% | 3.3% | In line | |
| ROA (TTM) | 4.1%5Y avg ≈5.2% | ≈5.2% | 4.0% | In line | |
| ROE (TTM) | 11.8%5Y avg ≈11.0% | ≈11.0% | 10.2% | In line | |
| ROIC | 9.9%5Y avg ≈11.0% | ≈11.0% | 9.1% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | SANM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.75Y avg ≈0.1 | ≈0.1 | 0.5 | High debt | |
| Current Ratio (MRQ) | 1.85Y avg ≈1.9 | ≈1.9 | 1.9 | In line | |
| Quick Ratio | 0.35Y avg ≈0.3 | ≈0.3 | 0.9 | Low liquidity | |
| Long-Term Debt / Equity (MRQ) | 0.75Y avg ≈0.1 | ≈0.1 | 0.6 | Above avg |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | SANM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 7.4%5Y avg ≈5.6% | ≈5.6% | · | · | |
| Revenue CAGR 3Y | 0.87%5Y avg ≈4.5% | ≈4.5% | · | · | |
| Revenue CAGR 5Y | 3.2% | · | · | · | |
| EPS YoY | 14.1%5Y avg ≈7.0% | ≈7.0% | · | · | |
| Net Income YoY | 10.5%5Y avg ≈1.9% | ≈1.9% | · | · | |
| EPS CAGR 3Y | 5.4%5Y avg ≈15.8% | ≈15.8% | · | · | |
| EPS CAGR 5Y | 18.9% | · | · | · | |
| Net Income CAGR 3Y | 0.76%5Y avg ≈9.8% | ≈9.8% | · | · | |
| Net Income CAGR 5Y | 13.1% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | SANM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.55Y avg ≈1.6 | ≈1.6 | 1.3 | Top tier | |
| Inventory Turnover | 4.35Y avg ≈4.7 | ≈4.7 | 4.6 | Weak | |
| Revenue / Employee | ≈$232.2K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
11.0%
Next Report
Nov 02, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | $3.31 | $2.83 | 17.0% | |
| March 31, 2026 | $3.16 | $2.45 | 29.2% | |
| Dec. 31, 2025 | $2.38 | $2.17 | 9.5% | |
| Sept. 30, 2025 | $1.67 | $1.60 | 4.3% | |
| June 30, 2025 | $1.53 | $1.45 | 5.9% | |
| March 31, 2025 | $1.41 | $1.40 | 0.41% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.13B | $7.57B | $8.94B | $7.92B | $6.74B | $6.95B | $8.23B | $7.11B | $6.87B | $6.48B | $6.37B | $6.22B | |
| Cost of Revenue | $7.41B | $6.93B | $8.19B | $7.30B | $6.21B | $6.43B | $7.64B | $6.65B | $6.35B | $5.97B | $5.89B | $5.73B | |
| Gross Profit | $716M | $640M | $743M | $622M | $526M | $517M | $592M | $464M | $520M | $514M | $484M | $488M | |
| R&D Expense | $31M | $29M | $26M | $21M | $21M | $23M | $28M | $31M | $34M | $38M | $33M | $32M | |
| SG&A Expense | $290M | $266M | $255M | $245M | $235M | $241M | $260M | $251M | $252M | $245M | $239M | $242M | |
| Operating Expenses | $362M | $305M | $288M | $273M | $271M | $298M | $306M | $344M | $293M | $289M | $281M | $289M | |
| Operating Income | $355M | $335M | $456M | $349M | $256M | $219M | $286M | $119M | $226M | $225M | $203M | $200M | |
| Interest Expense | · | · | $36M | $22M | $20M | $29M | $31M | $28M | $22M | $25M | $25M | $31M | |
| Other Non-op | $-11M | $-1M | $-20M | $-26M | $44M | $-348.0K | $-11M | $5M | $8M | $4M | $767.0K | $3M | |
| Pretax Income | $339M | $318M | $413M | $302M | $282M | $192M | $246M | $98M | $213M | $205M | $176M | $162M | |
| Income Tax | $73M | $80M | $85M | $62M | $32M | $59M | $104M | $193M | $75M | $17M | $-201M | $-35M | |
| Net Income | $246M | $223M | $310M | $240M | $250M | $133M | $142M | $-96M | $139M | $188M | $377M | $197M | |
| EPS (Basic) | $4.56 | $4.00 | $5.36 | $3.92 | $3.82 | $1.93 | $2.05 | $-1.37 | $1.86 | $2.50 | $4.61 | $2.38 | |
| EPS (Diluted) | $4.46 | $3.91 | $5.18 | $3.81 | $3.72 | $1.88 | $1.97 | $-1.37 | $1.78 | $2.38 | $4.41 | $2.27 | |
| Shares (Basic) | 53,947,000 | 55,592,000 | 57,847,000 | 61,310,000 | 65,318,000 | 69,041,000 | 69,129,000 | 69,833,000 | 74,481,000 | 75,094,000 | 81,818,000 | 82,872,000 | |
| Shares (Diluted) | 55,178,000 | 56,970,000 | 59,815,000 | 63,117,000 | 67,084,000 | 70,793,000 | 71,678,000 | 69,833,000 | 78,128,000 | 78,787,000 | 85,641,000 | 86,731,000 | |
| EBITDA | $474M | $458M | $574M | $458M | $391M | $342M | · | $238M | $345M | $337M | $304M | $297M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $926M | $626M | $668M | $530M | $650M | $481M | $455M | $420M | $407M | $398M | $412M | $467M | |
| Inventory | $1.99B | $1.44B | $1.48B | $1.68B | $1.04B | $861M | $901M | $1.37B | $1.05B | $946M | $919M | $893M | |
| Prepaid Expense | $125M | $79M | $58M | $62M | $54M | $38M | $41M | $44M | $48M | $57M | $55M | $112M | |
| Current Assets | $4.87B | $3.87B | $3.88B | $3.89B | $3.27B | $2.82B | $2.92B | $3.01B | $2.62B | $2.38B | $2.32B | $2.45B | |
| PP&E (Net) | $682M | $616M | $633M | $575M | $533M | $559M | $631M | $643M | $640M | $618M | $591M | $563M | |
| PP&E (Gross) | $2.75B | $2.58B | $2.50B | $2.34B | $2.25B | $2.21B | $2.20B | $2.22B | $2.18B | $2.11B | $2.09B | $2.09B | |
| Accum. Depreciation | $2.06B | $1.96B | $1.87B | $1.76B | $1.71B | $1.65B | $1.56B | $1.58B | $1.54B | $1.50B | $1.50B | $1.52B | |
| Goodwill | $30M | · | · | · | · | · | $29M | $29M | $59M | $59M | $27M | $26M | |
| Intangibles | · | · | · | · | · | · | · | $3M | $9M | $16M | $17M | $11M | |
| Other Non-current Assets | $109M | $176M | $184M | $160M | $157M | $121M | $74M | $84M | $114M | $118M | $82M | $81M | |
| Total Assets | $5.86B | $4.82B | $4.87B | $4.84B | $4.20B | $3.77B | $3.91B | $4.09B | $3.85B | $3.63B | $3.49B | $3.31B | |
| Accounts Payable | $1.58B | $1.44B | $1.56B | $2.04B | $1.47B | $1.21B | $1.34B | $1.55B | $1.28B | $1.12B | $1.04B | $1.14B | |
| Current Liabilities | $2.82B | $1.94B | $2.03B | $2.47B | $1.79B | $1.52B | $1.68B | $2.40B | $1.62B | $1.40B | $1.38B | $1.53B | |
| Capital Leases | $36M | $45M | $61M | $49M | $39M | $37M | · | · | · | · | · | · | |
| Deferred Tax | $12M | $13M | $3M | $4M | $3M | · | $4M | $5M | $5M | $5M | $5M | $5M | |
| Other Non-current Liabilities | $214M | $221M | $210M | $215M | $254M | $291M | $233M | $196M | $192M | $180M | $168M | $146M | |
| Long-term Debt | $300M | · | · | · | · | $348M | $385M | $393M | $395M | $437M | $427M | $534M | |
| Total Debt | $283M | $300M | $312M | · | $312M | $329M | · | $14M | $391M | $434M | $424M | $387M | |
| Retained Earnings | $-2.46B | $-2.71B | $-2.93B | $-3.24B | $-3.48B | $-3.72B | $-3.86B | $-4.03B | $-3.98B | $-4.12B | $-4.31B | $-4.68B | |
| Treasury Stock | $1.90B | $1.74B | $1.49B | $1.38B | $1.05B | $983M | $804M | $791M | $634M | $457M | $315M | $217M | |
| AOCI | $70M | $67M | $71M | $56M | $41M | $35M | $42M | $74M | $77M | $65M | $67M | $83M | |
| Stockholders' Equity | $2.54B | $2.36B | $2.32B | $1.82B | $1.85B | $1.62B | $1.65B | $1.47B | $1.65B | $1.61B | $1.52B | $1.25B | |
| Liabilities + Equity | $5.86B | $4.82B | $4.87B | $4.84B | $4.20B | $3.77B | $3.91B | $4.09B | $3.85B | $3.63B | $3.49B | $3.31B | |
| Shares Outstanding | 53,404,000 | 53,921,000 | 56,833,000 | 57,394,000 | 64,307,000 | 64,999,000 | 69,720,000 | 67,777,000 | 71,664,000 | 73,031,000 | 78,058,000 | 82,157,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $119M | $122M | $118M | $109M | $110M | $114M | $117M | $119M | $119M | $112M | $101M | $98M | |
| Stock-based Comp | $63M | $57M | $50M | $40M | $35M | $26M | $31M | $33M | $38M | $27M | $21M | $19M | |
| Deferred Tax | $-12M | $30M | $29M | $28M | $28M | $12M | $55M | $174M | $38M | $-17M | $-242M | $-69M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | $7M | $7M | $7M | $2M | $2M | |
| Restructuring | · | · | $6M | $11M | $15M | $27M | $14M | $29M | $1M | $3M | $14M | $13M | |
| Other Non-cash | $204M | $-92M | $-272M | $-86M | $-109M | $7M | · | $-73M | $-82M | $80M | $-81M | $63M | |
| Operating Cash Flow | $621M | $340M | $235M | $331M | $338M | $301M | $383M | $156M | $251M | $390M | $175M | $307M | |
| CapEx | $147M | $111M | $191M | $139M | $73M | $66M | $135M | $119M | $112M | $120M | $119M | $70M | |
| Investing Cash Flow | $-108M | $-114M | $-192M | $-132M | $-91M | $-64M | $-128M | $-116M | $-108M | $-175M | $-102M | · | |
| Debt Issued | · | · | $0 | $350M | $0 | $0 | $375M | $0 | $0 | $0 | $0 | $370M | |
| Net Debt Issued | · | · | $0 | $350M | $0 | $0 | · | · | · | $0 | $-124M | $-52M | |
| Stock Repurchased | · | · | · | $331M | $64M | $179M | $13M | $158M | $177M | $142M | $123M | $76M | |
| Net Stock Activity | · | · | · | $-331M | $-64M | $-179M | · | $-158M | $-177M | $-142M | $-123M | $-76M | |
| Financing Cash Flow | $-174M | $-270M | $95M | $-314M | $-77M | $-210M | $-220M | $-28M | $-135M | $-231M | $-127M | · | |
| Net Change in Cash | $340M | $-42M | $138M | $-120M | $170M | $26M | $35M | $13M | $8M | $-14M | $-54M | $64M | |
| Taxes Paid | $99M | $69M | $57M | $48M | $33M | $31M | $32M | $35M | $20M | $29M | $45M | $29M | |
| Free Cash Flow | $473M | $229M | $44M | $192M | $265M | $235M | · | $38M | $139M | $270M | $56M | $238M | |
| Levered FCF | · | · | $15M | $174M | $248M | $214M | · | $65M | $125M | $247M | $2M | $200M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 8.8% | 8.5% | 8.3% | 7.9% | 8.2% | 7.5% | · | 6.5% | 7.6% | 7.9% | 7.6% | 7.9% | |
| Operating Margin | 4.4% | 4.4% | 5.1% | 4.4% | 4.2% | 3.3% | · | 1.7% | 3.3% | 3.5% | 3.2% | 3.2% | |
| Net Margin | 3.0% | 2.9% | 3.5% | 3.0% | 4.0% | 2.0% | · | -1.3% | 2.0% | 2.9% | 5.9% | 3.2% | |
| Pretax Margin | 4.2% | 4.2% | 4.6% | 3.8% | 4.5% | 2.9% | · | 1.4% | 3.1% | 3.2% | 2.8% | 2.6% | |
| EBITDA Margin | 5.8% | 6.0% | 6.4% | 5.8% | 5.8% | 4.9% | · | 3.4% | 5.0% | 5.2% | 4.8% | 4.8% | |
| ROA | 4.6% | 4.6% | 6.4% | · | 6.6% | 3.6% | · | -2.4% | 3.7% | 5.3% | 11.1% | 6.2% | |
| ROE | 9.9% | 9.5% | 13.5% | · | 14.6% | 8.5% | · | -6.5% | 8.5% | 12.0% | 27.3% | 16.9% | |
| ROIC | 9.9% | 9.4% | 13.7% | · | 11.2% | 8.1% | · | -7.9% | 7.2% | 10.1% | 22.4% | 14.9% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 2.0 | 1.9 | · | 1.9 | 1.9 | · | 1.3 | 1.6 | 1.7 | 1.7 | 1.6 | |
| Quick Ratio | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.3 | · | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | · | 0.0 | 0.2 | 0.3 | 0.3 | 0.3 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | · | 0.0 | 0.2 | 0.3 | 0.3 | 0.3 | |
| Interest Coverage | · | · | 12.6 | 15.6 | 14.4 | 7.9 | · | 4.3 | 10.3 | 9.0 | 8.1 | 6.5 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.6 | 1.8 | · | 1.6 | 1.8 | · | 1.8 | 1.8 | 1.8 | 1.9 | 2.0 | |
| Inventory Turnover | 4.3 | 4.7 | 5.2 | · | 6.4 | 7.3 | · | 5.5 | 6.4 | 6.4 | 6.5 | 6.8 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $47.55 | $43.80 | $40.80 | · | $29.21 | $25.08 | · | $21.73 | $22.99 | $22.04 | $19.48 | $15.18 | |
| Revenue / Share | $147.31 | $132.85 | $149.38 | $125.48 | $100.72 | $98.32 | · | $101.82 | $87.91 | $82.26 | $74.43 | $71.66 | |
| Cash Flow / Share | $11.25 | $5.97 | $3.93 | $5.24 | $5.04 | $4.25 | · | $2.24 | $3.21 | $4.95 | $2.04 | $3.54 | |
| Cash / Share | $17.34 | $11.61 | $11.75 | · | $10.11 | $7.39 | · | $6.19 | $5.67 | $5.45 | $5.28 | $5.68 | |
| EPS (TTM) | $4.46 | $3.91 | $5.18 | $3.81 | $3.72 | $1.88 | $1.97 | $-1.37 | $1.78 | $2.38 | $4.41 | $2.27 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.4% | -15.3% | 12.8% | 17.5% | -3.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.87% | 4.0% | 8.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 14.1% | -24.5% | 36.0% | 2.4% | 97.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 5.4% | 1.7% | 40.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 18.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 10.5% | -28.2% | 28.9% | -3.7% | 87.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 0.76% | -3.8% | 32.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.1% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.13B | $7.57B | $8.94B | $7.92B | $6.74B | $6.95B | $8.23B | $7.11B | $6.87B | $6.48B | $6.37B | $6.22B | |
| Net Income TTM | $246M | $223M | $310M | $240M | $250M | $133M | $142M | $-96M | $139M | $188M | $377M | $197M | |
| Market Cap | $6.09B | $3.71B | $3.08B | $2.64B | $2.52B | $1.73B | · | $1.87B | $2.66B | $2.08B | $1.67B | $1.77B | |
| Enterprise Value | $5.45B | $3.39B | $2.73B | · | $2.18B | $1.57B | · | $1.47B | $2.65B | $2.11B | $1.68B | $1.69B | |
| P/E | 25.6 | 17.6 | 10.5 | 12.1 | 10.5 | 14.1 | 16.3 | -20.1 | 20.9 | 12.0 | 4.8 | 9.5 | |
| P/S | 0.7 | 0.5 | 0.3 | 0.3 | 0.4 | 0.2 | · | 0.3 | 0.4 | 0.3 | 0.3 | 0.3 | |
| P/B | 2.4 | 1.6 | 1.3 | · | 1.3 | 1.1 | · | 1.3 | 1.6 | 1.3 | 1.1 | 1.4 | |
| P / Tangible Book | 2.4 | 1.6 | 1.3 | 1.5 | 1.4 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | 9.8 | 10.9 | 13.1 | 8.0 | 7.4 | 5.7 | · | 12.0 | 10.6 | 5.3 | 9.5 | 5.8 | |
| P / FCF | 12.9 | 16.2 | 70.4 | 13.8 | 9.5 | 7.4 | · | 49.8 | 19.1 | 7.7 | 29.9 | 7.5 | |
| EV / EBITDA | 11.5 | 7.4 | 4.8 | · | 5.6 | 4.6 | · | 6.2 | 7.7 | 6.3 | 5.5 | 5.7 | |
| EV / FCF | 11.5 | 14.8 | 62.3 | · | 8.2 | 6.7 | · | 39.0 | 19.0 | 7.8 | 30.1 | 7.1 | |
| EV / Revenue | 0.7 | 0.4 | 0.3 | · | 0.3 | 0.2 | · | 0.2 | 0.4 | 0.3 | 0.3 | 0.3 | |
| Earnings Yield | 3.9% | 5.7% | 9.5% | 8.3% | 9.5% | 7.1% | 6.1% | -5.0% | 4.8% | 8.4% | 20.6% | 10.5% |
Income Statement
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.46B | $4.01B | $3.19B | $2.10B | $2.04B | $1.98B | $2.01B | $2.02B | $1.84B | $1.83B | $1.87B | $2.05B | $2.32B | $2.36B | $2.49B | |
| Cost of Revenue | $3.10B | $3.66B | $2.95B | $1.91B | $1.86B | $1.81B | $1.84B | $1.85B | $1.69B | $1.68B | $1.71B | $1.88B | $2.13B | $2.16B | $2.30B | |
| Gross Profit | $363M | $354M | $242M | $191M | $181M | $176M | $168M | $171M | $154M | $155M | $161M | $173M | $191M | $195M | $190M | |
| R&D Expense | $8M | $8M | $9M | $9M | $8M | $7M | $7M | $8M | $8M | $6M | $6M | $8M | $6M | $6M | $6M | |
| SG&A Expense | $109M | $114M | $115M | $74M | $70M | $76M | $71M | $70M | $62M | $69M | $65M | $62M | $63M | $61M | $60M | |
| Operating Expenses | $142M | $197M | $169M | $113M | $85M | $85M | $79M | $82M | $71M | $79M | $73M | $74M | $71M | $67M | $76M | |
| Operating Income | $221M | $157M | $74M | $78M | $96M | $92M | $89M | $90M | $82M | $76M | $88M | $99M | $121M | $128M | $114M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $8M | $8M | · | $9M | $9M | · | |
| Other Non-op | $-7M | $-2M | $5M | $-4M | $-4M | $-2M | $-729.0K | $-564.0K | $-3M | $3M | $-1M | $-8M | $-3M | $-7M | $-29M | |
| Pretax Income | $192M | $131M | $62M | $73M | $91M | $88M | $86M | $87M | $75M | $74M | $82M | $87M | $111M | $116M | $77M | |
| Income Tax | $66M | $33M | $10M | $21M | $19M | $18M | $15M | $19M | $20M | $19M | $21M | $21M | $26M | $21M | $341.0K | |
| Net Income | $117M | $94M | $49M | $48M | $69M | $64M | $65M | $61M | $52M | $52M | $57M | $62M | $80M | $92M | $77M | |
| EPS (Basic) | $2.17 | $1.72 | $0.91 | $0.90 | $1.28 | $1.18 | $1.20 | $1.12 | $0.93 | $0.94 | $1.01 | $1.08 | $1.37 | $1.59 | $1.37 | |
| EPS (Diluted) | $2.12 | $1.70 | $0.89 | $0.88 | $1.26 | $1.16 | $1.16 | $1.09 | $0.91 | $0.93 | $0.98 | $1.04 | $1.33 | $1.54 | $1.31 | |
| Shares (Basic) | 53,861,000 | 54,331,000 | 54,160,000 | · | 53,614,000 | 54,405,000 | 54,206,000 | · | 55,466,000 | 55,585,000 | 56,538,000 | · | 58,269,000 | 57,727,000 | · | |
| Shares (Diluted) | 55,133,000 | 55,108,000 | 55,519,000 | · | 54,493,000 | 55,511,000 | 55,853,000 | · | 56,711,000 | 56,669,000 | 58,240,000 | · | 59,819,000 | 59,867,000 | · | |
| EBITDA | $269M | · | $113M | · | $96M | $92M | $120M | · | $82M | $76M | $118M | · | $121M | $157M | · |
Balance Sheet
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.84B | $1.58B | $1.42B | $926M | $798M | $647M | $642M | $626M | $658M | $651M | $632M | · | $718M | $735M | · | |
| Inventory | $3.15B | $3.03B | $3.05B | $1.99B | $1.59B | $1.55B | $1.43B | $1.44B | $1.38B | $1.38B | $1.39B | · | $1.55B | $1.70B | · | |
| Prepaid Expense | $322M | $306M | $307M | $125M | $123M | $104M | $67M | $79M | $82M | $75M | $60M | · | $69M | $81M | · | |
| Current Assets | $7.83B | $7.61B | $7.85B | $4.87B | $4.30B | $4.07B | $3.88B | $3.87B | $3.69B | $3.70B | $3.63B | · | $4.03B | $4.31B | · | |
| PP&E (Net) | $1.05B | $993M | $955M | $682M | $630M | $609M | $605M | $616M | $630M | $641M | $635M | · | $617M | $591M | · | |
| PP&E (Gross) | · | · | · | $2.75B | · | · | · | $2.58B | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $2.06B | · | · | · | $1.96B | · | · | · | · | · | · | · | |
| Goodwill | $122M | $359M | $307M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $418M | $379M | $308M | $139M | $136M | $135M | $177M | $176M | $177M | $178M | $178M | · | $181M | $172M | · | |
| Total Assets | $9.74B | $9.67B | $9.80B | $5.86B | $5.22B | $4.97B | $4.81B | $4.82B | $4.66B | $4.69B | $4.62B | · | $5.03B | $5.27B | · | |
| Accounts Payable | $2.45B | $2.51B | $2.35B | $1.58B | $1.43B | $1.35B | $1.39B | $1.44B | $1.43B | $1.44B | $1.42B | · | $1.83B | $2.14B | · | |
| Current Liabilities | $4.40B | $4.44B | $4.62B | $2.82B | $2.25B | $2.07B | $1.88B | $1.94B | $1.82B | $1.85B | $1.82B | · | $2.25B | $2.59B | · | |
| Capital Leases | $213M | $203M | $147M | $36M | $38M | $36M | $39M | $45M | $48M | $51M | $57M | · | $66M | $57M | · | |
| Deferred Tax | · | · | · | $12M | · | · | · | $13M | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $626M | $615M | $526M | $214M | $212M | $207M | $212M | $221M | $201M | $208M | $214M | · | $236M | $223M | · | |
| Long-term Debt | $2.17B | $2.17B | $2.17B | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $1.96B | · | $2.00B | · | $287M | $291M | $296M | · | $300M | $304M | $308M | · | · | $325M | · | |
| Retained Earnings | · | · | · | $-2.46B | · | · | · | $-2.71B | · | · | · | · | · | · | · | |
| Treasury Stock | · | · | · | $1.90B | · | · | · | $1.74B | · | · | · | · | · | · | · | |
| AOCI | · | · | · | $70M | $71M | $66M | $65M | $67M | $69M | $70M | $68M | · | $61M | $63M | · | |
| Stockholders' Equity | $2.76B | $2.61B | $2.66B | $2.54B | $2.47B | $2.40B | $2.42B | $2.36B | $2.34B | $2.33B | $2.27B | $2.32B | $2.22B | $2.14B | $1.82B | |
| Liabilities + Equity | $9.74B | $9.67B | $9.80B | $5.86B | $5.22B | $4.97B | $4.81B | $4.82B | $4.66B | $4.69B | $4.62B | · | $5.03B | $5.27B | · | |
| Shares Outstanding | · | · | · | 53,404,000 | · | · | · | 53,921,000 | · | · | · | · | · | · | · |
Cash Flow
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $48M | $47M | $40M | $30M | $30M | $28M | $32M | $32M | $30M | $30M | $31M | $31M | $29M | $29M | $27M | |
| Stock-based Comp | $25M | $24M | $24M | $16M | $16M | $16M | $15M | $15M | $15M | $15M | $13M | $13M | $13M | $12M | $12M | |
| Deferred Tax | $9M | $50M | $-3M | $-19M | $2M | $-802.0K | $5M | $16M | $7M | $2M | $6M | $8M | $5M | $9M | $12M | |
| Amort. of Intangibles | $2M | $2M | $1M | · | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Restructuring | $2M | $794.0K | $670.0K | · | $473.0K | $990.0K | $1M | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | · | $70M | · | · | · | $-54M | · | · | · | $20M | · | · | $-104M | · | |
| Operating Cash Flow | $124M | $399M | $179M | $199M | $201M | $157M | $64M | $52M | $90M | $72M | $126M | $77M | $65M | $37M | $82M | |
| CapEx | $101M | $57M | $87M | $62M | $37M | $31M | $17M | $23M | $24M | $30M | $34M | $39M | $63M | $37M | $48M | |
| Investing Cash Flow | $142M | $-58M | $-1.43B | $-63M | $-33M | $4M | $-17M | $-26M | $-23M | $-30M | $-35M | $-38M | $-64M | $-37M | $-48M | |
| Debt Issued | $0 | $0 | $2.20B | · | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Debt Issued | · | · | $2.20B | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | $13M | $8M | · | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $-8M | · | |
| Financing Cash Flow | $-4M | $-182M | $1.76B | $-8M | $-19M | $-118M | $-29M | $-60M | $-59M | $-22M | $-128M | $-26M | $-18M | $204M | $5M | |
| Net Change in Cash | $261M | $159M | $501M | $128M | $151M | $44M | $17M | $-32M | $7M | $19M | $-36M | $11M | $-17M | $205M | $37M | |
| Taxes Paid | $24M | $40M | $23M | $31M | $32M | $16M | $19M | $17M | $14M | $18M | $20M | $12M | $19M | $10M | $14M | |
| Free Cash Flow | · | · | $92M | · | · | · | $47M | · | · | · | $92M | · | · | $164.0K | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $86M | · | · | $-7M | · |
Profitability
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 10.5% | · | 7.6% | · | 8.9% | 8.9% | 8.4% | · | 8.3% | 8.4% | 8.6% | · | 8.2% | 8.3% | · | |
| Operating Margin | 6.4% | · | 2.3% | · | 4.7% | 4.6% | 4.4% | · | 4.5% | 4.1% | 4.7% | · | 5.2% | 5.5% | · | |
| Net Margin | 3.4% | · | 1.6% | · | 3.4% | 3.2% | 3.2% | · | 2.8% | 2.9% | 3.0% | · | 3.4% | 3.9% | · | |
| Pretax Margin | 5.5% | · | 1.9% | · | 4.5% | 4.5% | 4.3% | · | 4.0% | 4.1% | 4.4% | · | 4.8% | 4.9% | · | |
| EBITDA Margin | 7.8% | · | 3.5% | · | 4.7% | 4.6% | 6.0% | · | 4.5% | 4.1% | 6.3% | · | 5.2% | 6.7% | · | |
| ROA | 1.6% | · | 0.67% | · | 1.4% | 1.3% | 1.4% | · | 1.1% | 1.1% | 1.1% | · | · | 1.9% | · | |
| ROE | 4.5% | · | 1.9% | · | 2.9% | 2.7% | 2.8% | · | 2.2% | 2.3% | 2.6% | · | · | 4.6% | · | |
| ROIC | 3.1% | · | 1.3% | · | 2.8% | 2.7% | 2.7% | · | 2.3% | 2.1% | 2.5% | · | · | 4.3% | · |
Liquidity & Solvency
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | · | 1.7 | · | 1.9 | 2.0 | 2.1 | · | 2.0 | 2.0 | 2.0 | · | · | 1.7 | · | |
| Quick Ratio | 0.4 | · | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | · | 0.3 | · | |
| Debt / Equity | 0.7 | · | 0.8 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | 0.2 | · | |
| LT Debt / Equity | 0.7 | · | 0.8 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | 0.2 | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 9.2 | 10.4 | · | 13.0 | 14.8 | · |
Efficiency
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | · | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | · | 0.5 | · | |
| Inventory Turnover | 1.3 | · | 1.3 | · | 1.3 | 1.2 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | · | 1.5 | · |
Per Share
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $62.83 | · | $57.45 | · | $37.46 | $35.74 | $35.92 | · | $32.47 | $32.36 | $32.19 | · | $38.79 | $39.35 | · | |
| Cash Flow / Share | · | · | $3.22 | · | · | · | $1.14 | · | · | · | $2.16 | · | · | $0.62 | · | |
| EPS (TTM) | $5.59 | $4.73 | $4.19 | · | $4.67 | $4.32 | $4.09 | · | $3.86 | $4.23 | $4.69 | · | · | · | · |
Valuation (TTM)
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $12.76B | $11.34B | $9.31B | · | $8.05B | $7.85B | $7.70B | · | $7.60B | $7.97B | $8.45B | · | · | · | · | |
| Net Income TTM | $308M | $260M | $230M | · | $259M | $242M | $230M | · | $223M | $248M | $279M | · | · | · | · | |
| P/E | 42.3 | 27.7 | 36.8 | · | 21.0 | 17.7 | 18.7 | · | 17.2 | 14.7 | 11.0 | · | · | · | · | |
| Earnings Yield | 2.4% | 3.6% | 2.7% | · | 4.8% | 5.6% | 5.3% | · | 5.8% | 6.8% | 9.1% | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-07-02 |
|---|---|---|---|---|---|
| Revenue | $8.13B | $7.57B | $8.94B | $7.92B | · |
| Gross Margin % | 8.8% | 8.5% | 8.3% | 7.9% | · |
| Operating Margin % | 4.4% | 4.4% | 5.1% | 4.4% | · |
| Net Income | $246M | $223M | $310M | $240M | · |
| Diluted EPS | $4.46 | $3.91 | $5.18 | $3.81 | · |
| Metric | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-07-02 |
|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.1 | · | · |
| Current Ratio | 1.7 | 2.0 | 1.9 | · | · |
| Quick Ratio | 0.3 | 0.3 | 0.3 | · | · |
| Metric | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2022-07-02 |
|---|---|---|---|---|---|
| Free Cash Flow | $473M | $229M | $44M | $192M | · |
Institutional owners (13F) 607 filers · $13.6B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
607
Value held
$13.6B
New positions
170
Exited positions
50
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 170 (+75 vs prior Q) | 50 (-17 vs prior Q) | 152 (-15 vs prior Q) | 208 (+45 vs prior Q) | -192K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| FMR LLC | $2,032,879,243 | 8,032,556 | 14.94% | Shares |
| BlackRock, Inc. | $1,390,702,104 | 5,495,109 | 10.22% | Shares |
| VANGUARD GROUP INC | $1,017,844,823 | 6,782,467 | 7.48% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $772,154,419 | 3,051,029 | 5.68% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $589,092,545 | 2,327,693 | 4.33% | Shares |
| Invesco Ltd. | $548,365,786 | 2,166,769 | 4.03% | Shares |
| STATE STREET CORP | $429,297,326 | 1,696,291 | 3.16% | Shares |
| JANE STREET GROUP, LLC | $385,058,942 | 1,521,491 | 2.83% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $339,646,678 | 1,342,197 | 2.50% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $305,281,717 | 1,206,012 | 2.24% | Shares |
| ADVANCED MICRO DEVICES INC | $291,308,240 | 1,151,052 | 2.14% | Shares |
| MORGAN STANLEY | $223,104,716 | 881,557 | 1.64% | Shares |
| D. E. Shaw & Co., Inc. | $214,278,028 | 846,681 | 1.58% | Shares |
| Fisher Asset Management, LLC | $194,288,984 | 767,697 | 1.43% | Shares |
| BANK OF AMERICA CORP /DE/ | $189,012,334 | 746,848 | 1.39% | Shares |
| EARNEST PARTNERS LLC | $177,068,940 | 699,656 | 1.30% | Shares |
| MILLENNIUM MANAGEMENT LLC | $174,217,235 | 688,388 | 1.28% | Shares |
| Allianz Asset Management GmbH | $173,994,271 | 687,507 | 1.28% | Shares |
| NORGES BANK | $167,616,656 | 662,307 | 1.23% | Shares |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $138,365,163 | 546,725 | 1.02% | Shares |
| NORTHERN TRUST CORP | $129,788,029 | 512,834 | 0.95% | Shares |
| Alyeska Investment Group, L.P. | $127,569,276 | 504,067 | 0.94% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $118,964,050 | 470,065 | 0.87% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $110,853,342 | 438,017 | 0.81% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $99,746,420 | 394,130 | 0.73% | Shares |
| CITADEL ADVISORS LLC | $99,077,277 | 391,486 | 0.73% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $95,692,357 | 378,111 | 0.70% | Shares |
| Capital World Investors | $92,186,668 | 364,259 | 0.68% | Shares |
| JPMORGAN CHASE & CO | $89,554,168 | 370,093 | 0.66% | Shares |
| HENNESSY ADVISORS INC | $87,919,992 | 347,400 | 0.65% | Shares |
| Bank of New York Mellon Corp | $87,522,025 | 345,828 | 0.64% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $85,842,458 | 339,191 | 0.63% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $81,174,651 | 320,747 | 0.60% | Shares |
| GOLDMAN SACHS GROUP INC | $75,159,978 | 296,982 | 0.55% | Shares |
| Global Alpha Capital Management Ltd. | $74,996,968 | 296,337 | 0.55% | Shares |
| Allspring Global Investments Holdings, LLC | $74,115,344 | 300,805 | 0.54% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $71,410,065 | 282,164 | 0.52% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $68,574,557 | 270,960 | 0.50% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $64,860,101 | 256,283 | 0.48% | Shares |
| SEI INVESTMENTS CO | $61,772,276 | 244,082 | 0.45% | Shares |
| Qube Research & Technologies Ltd | $53,069,611 | 209,695 | 0.39% | Shares |
| Nuveen, LLC | $49,160,264 | 194,248 | 0.36% | Shares |
| Madison Avenue Partners, LP | $47,660,532 | 188,322 | 0.35% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $45,754,333 | 180,790 | 0.34% | Shares |
| AMERICAN CENTURY COMPANIES INC | $41,949,023 | 165,754 | 0.31% | Shares |
| WELLS FARGO & COMPANY/MN | $40,722,179 | 160,906 | 0.30% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $38,594,700 | 152,500 | 0.28% | Call option |
| JANE STREET GROUP, LLC | $38,544,084 | 152,300 | 0.28% | Call option |
| RHUMBLINE ADVISERS | $36,097,248 | 142,632 | 0.27% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $34,933,392 | 138,033 | 0.26% | Shares |
Company insiders 47 insiders · 21 officers · 26 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jure Sola | Chairman & CEO | May 6, 2026 S | 1,227,573 | 0 | 1 | $-27,087,333 |
| Hartmut Liebel | CEO | July 15, 2020 F | 78,084 | 0 | 0 | $0 |
| Michael Joseph Clarke | CEO | Oct. 15, 2018 A | 157,395 | 0 | 0 | $0 |
| Robert K Eulau | CEO | Nov. 17, 2017 F | 388,256 | 0 | 0 | $0 |
| Jonathan P Faust | EVP & CFO | May 29, 2026 S | 77,000 | 0 | 3 | $-4,283,099 |
| Kurt Adzema | EVP & CFO | Nov. 16, 2023 F | 59,889 | 0 | 0 | $0 |
| David Robert Anderson | EVP & CFO | Feb. 19, 2019 M | 82,000 | 0 | 0 | $0 |
| David L White | Exec VP Finance & CFO | Jan. 16, 2009 F | 244,841 | 0 | 0 | $0 |
| Mark Lustig | Acting CFO | March 31, 2004 A | 2,805 | 0 | 0 | $0 |
| Rick R Ackel | Exec VP & CFO | Jan. 8, 2004 M | 0 | 0 | 0 | $0 |
| Hari Pillai | President and COO | Nov. 15, 2010 A | 253,639 | 0 | 0 | $0 |
| Joseph R Bronson | President & COO | Feb. 28, 2008 P | 300,000 | 0 | 0 | $0 |
| Alan Mcwilliams Reid | EVP, Global Human Resources | May 26, 2026 S | 24,481 | 0 | 6 | $-2,724,255 |
| Vishnu Venkatesh | SVP, Global Controller & Chief Accounting Officer | April 30, 2026 S | 18,500 | 0 | 2 | $-587,380 |
| Charlie Mason | EVP & Global Sales | Feb. 5, 2026 S | 26,666 | 0 | 1 | $-1,935,812 |
| Brent Billinger | SVP & Corporate Controller | Jan. 2, 2024 F | 16,504 | 0 | 0 | $0 |
| YOUNG DENNIS | Exec VP Worldwide Sales | May 28, 2021 S | 5,000 | 0 | 0 | $0 |
| Charles Kostalnick II | EVP and Chief Business Officer | May 16, 2016 M | 47,500 | 0 | 0 | $0 |
| Todd B Schull | SVP & Controller | Nov. 27, 2012 S | 22,500 | 0 | 0 | $0 |
| David L Pulatie | Exec VP, Human Resources | Nov. 15, 2011 A | 35,000 | 0 | 0 | $0 |
| Walter J Hussey | Pres Technology Components | Feb. 29, 2008 P | 100,000 | 0 | 0 | $0 |
| Susan A Johnson | Director | Sept. 17, 2026 S | 10,123 | 0 | 2 | $-48,378 |
| David V Hedley III | Director | May 1, 2026 S | 7,376 | 0 | 2 | $-275,965 |
| Joseph G Licata Jr | Director | April 29, 2026 S | 27,809 | 0 | 2 | $-5,606,040 |
| Mythili Sankaran | Director | March 16, 2026 A | 6,214 | 0 | 1 | $-499,733 |
| Michael J Loparco | Director | March 16, 2026 A | 5,500 | 1 | 0 | $99,722 |
| Susan K Barnes | Director | March 16, 2026 A | 9,638 | 0 | 0 | $0 |
| Krish A Prabhu | Director | March 16, 2026 A | 23,198 | 0 | 0 | $0 |
| Mario M Rosati | Director | Feb. 21, 2025 S | 80,295 | 0 | 0 | $0 |
| Eugene A Delaney | Director | Feb. 4, 2025 S | 65,408 | 0 | 0 | $0 |
| John Goldsberry | Director | March 15, 2023 A | 15,002 | 0 | 0 | $0 |
| Rita S. Lane | Director | March 15, 2022 A | 35,610 | 0 | 0 | $0 |
| Jackie M Ward | Director | April 15, 2021 A | 163,540 | 0 | 0 | $0 |
| William J Delaney III | Director | March 15, 2019 A | 13,419 | 0 | 0 | $0 |
| Wayne Shortridge | Director | May 24, 2018 S | 68,685 | 0 | 0 | $0 |
| Neil R Bonke | Director | Feb. 27, 2017 S | 7,812 | 0 | 0 | $0 |
| Jean Manas | Director | May 3, 2013 S | 35,647 | 0 | 0 | $0 |
| Eugene A Sapp JR | Director | March 15, 2012 A | 128,076 | 0 | 0 | $0 |
| Alain A Couder | Director | Dec. 6, 2010 A | 77,922 | 0 | 0 | $0 |
| Peter J Simone | Director | Feb. 26, 2007 A | 45,542 | 0 | 0 | $0 |
| SANMINA-SCI CORP | Director | Feb. 26, 2007 A | 74,986 | 0 | 0 | $0 |
| Bernard V Vonderschmitt | Director | Jan. 26, 2004 A | 301,390 | 0 | 0 | $0 |
| Joseph M Schell | Director | Aug. 4, 2003 M | 3,602 | 0 | 0 | $0 |
| Michael R Tyler | · | May 30, 2013 M | 59,300 | 0 | 0 | $0 |
| Steve Bruton | · | Dec. 1, 2005 A | 163,029 | 0 | 0 | $0 |
| Randy W Furr | · | Sept. 30, 2005 A | 702,356 | 0 | 0 | $0 |
| John C Bolger | · | Oct. 11, 2004 A | · | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 78 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PRN · Invesco Exchange-Traded Fund Trust | 4.71% | 76,609 SH | Oct. 2, 2026 | Daily |
| EPSV · Harbor ETF Trust | 2.94% | 965 NS | July 31, 2026 | N-PORT |
| NRSH · Tidal Trust I | 2.64% | 4,266 NS | July 31, 2026 | N-PORT |
| SAWS · ETF Series Solutions | 2.28% | 961 NS | July 31, 2026 | N-PORT |
| BUL · Pacer Funds Trust | 1.27% | 9,009 NS | July 31, 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 1.25% | 100,520 NS | July 31, 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 1.22% | 1,554 NS | July 31, 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 1.21% | 168,020 NS | July 31, 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 1.05% | 15,829 SH | Oct. 2, 2026 | Daily |
| AMOM · Exchange Listed Funds Trust | 0.94% | 1,210 NS | July 31, 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0.87% | 49,502 NS | July 31, 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0.74% | 13,563 SH | Oct. 2, 2026 | Daily |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.71% | 52,886 SH | Aug. 19, 2026 | Daily |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.58% | 18,133 NS | July 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.57% | 32,400 SH | Oct. 2, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.37% | 86,561 SH | Aug. 19, 2026 | Daily |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.37% | 6,810 SH | Oct. 2, 2026 | Daily |
| ISCG · iShares Trust | 0.35% | 16,466 SH | Sept. 11, 2026 | Daily |
| VFMO · VANGUARD WELLINGTON FUND | 0.30% | 23,421 SH | Aug. 19, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.28% | 5,930 NS | July 31, 2026 | N-PORT |
| FLRG · FIDELITY COVINGTON TRUST | 0.28% | 4,366 NS | July 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.27% | 20,350 NS | July 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.24% | 8,405 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.21% | 787 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.21% | 22,726 NS | July 31, 2026 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0.21% | 3,025 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.20% | 27,486 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.20% | 166,197 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.18% | 337,607 SH | Aug. 19, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.17% | 5,443 NS | July 31, 2026 | N-PORT |
| LRGF · iShares Trust | 0.15% | 27,893 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.15% | 615,037 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.15% | 1,167,844 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.15% | 20,169 SH | Sept. 11, 2026 | Daily |
| SMMD · iShares Trust | 0.14% | 27,115 SH | Sept. 11, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.14% | 370,672 SH | Aug. 19, 2026 | Daily |
| SMDX · Tidal Trust III | 0.11% | 753 NS | July 31, 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.10% | 3,856 NS | July 31, 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0.10% | 683,448 SH | Aug. 19, 2026 | Daily |
| IWP · iShares Trust | 0.10% | 92,361 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.10% | 3,203 SH | Sept. 11, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 4,319 NS | July 31, 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.08% | 89,078 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.08% | 207,601 SH | Sept. 11, 2026 | Daily |
| IWS · iShares Trust | 0.07% | 51,781 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.07% | 2,487 SH | Oct. 2, 2026 | Daily |
| IYW · iShares Trust | 0.05% | 62,821 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.05% | 1,472 NS | July 31, 2026 | N-PORT |
| IGM · iShares Trust | 0.05% | 25,192 SH | Sept. 11, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.04% | 31,983 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.03% | 13,157 SH | Oct. 2, 2026 | Daily |
| IUSG · iShares Trust | 0.03% | 47,148 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.03% | 69,504 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.03% | 4,850 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.03% | 22,315 NS | July 31, 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.03% | 1,136 SH | Oct. 2, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.02% | 10,613 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.02% | 2,370 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 1,616,846 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 8,364 SH | Aug. 19, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 20,717 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 4,270 SH | Aug. 19, 2026 | Daily |
| IWD · iShares Trust | 0.02% | 76,191 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.02% | 11,489 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 2,077 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.01% | 69,594 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.01% | 35,019 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 14,408 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 15,892 NS | July 31, 2026 | N-PORT |
| IWF · iShares Trust | 0.01% | 61,662 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 43,323 SH | Aug. 19, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 25,960 SH | Aug. 19, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 1,430 SH | Oct. 2, 2026 | Daily |
| FBCG · FIDELITY COVINGTON TRUST | 0.00% | 800 NS | July 31, 2026 | N-PORT |
| IJH · iShares Trust | · | 1,881,068 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 310,836 SH | Sept. 11, 2026 | Daily |
| ISCB · iShares Trust | · | 2,330 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 41,940 SH | Sept. 11, 2026 | Daily |
SANM Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 13 analysts
BUY
Median target
$265.00
+15.7%
3 23.1%
Strong Buy
5 38.5%
Buy
5 38.5%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
4 analysts · 2026-10-02Mean target $260.00 +13.5%
Now
Current price $229.04
Low$210.00
Mean$260.00
High$300.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| SANM | $6.09B | 25.6 | 7.4% | 3.0% | 9.9% | 8.8% |
| FLEX | $23.94B | 28.1 | 8.1% | 3.1% | 17.3% | 9.2% |
| JBL | $22.02B | 34.6 | 3.2% | 2.2% | 40.4% | 8.9% |
| TTMI | $7.36B | 42.4 | 19.0% | 6.1% | 10.4% | 20.7% |
| PLXS | $3.84B | 22.9 | 1.8% | 4.3% | 12.3% | 10.1% |
| IPGP | · | 98.1 | 2.7% | · | · | · |
| BHE | $1.53B | 62.9 | 0.11% | 0.93% | 2.2% | 10.2% |
| CTS | $1.23B | 19.6 | 5.2% | 12.1% | 11.8% | 38.4% |
| KE | $614M | 22.7 | -3.7% | 1.9% | 4.8% | 8.2% |
| FWDI | $2.20B | -1.0 | -9.0% | -918.1% | -22.7% | 28.5% |
Latest News Recent headlines mentioning this company
Stock Market Today, May 19: Soaring Treasury Yields Pressure Markets
Nasdaq · 4 months, 1 week ago
Analyst Report: Sanmina Corp
Yahoo Finance · 5 months ago
Market Update: BRO, ISRG, PG, SANM, KMI
Yahoo Finance · 5 months ago
Sanmina Corporation (SANM): Billionaire Ken Fisher Is Loading Up on This Stock
Yahoo Finance · 6 months, 2 weeks ago
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Jul 27, 2026