lencana Anda Rentang 52M $114–$289 66% of range Peringkat Analis BUY 13 analysts Target Harga $260 +14% upside P/E 41.0 ROE 11.8% Margin Laba Bersih 2.4%

SANM Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

03
Harga $229.04
Kapitalisasi Pasar $12.23B
P/E (TTM) 41.0
EPS (TTM) $5.59
Pendapatan (TTM) $12.76B
ROE (TTM) 11.8%
D/E Utang/Ekuitas (MRQ) 0.7
Rentang 52M $114–$289

SANM Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

04
rentang
batang

Granularitas batang menyesuaikan dengan periode yang dipilih — arahkan kursor ke bagan untuk melihat buka/tinggi/rendah/tutup untuk sebuah batang.

Pemecahan saham 5
Tanggal ex-dividen Pemecahan Tipe
17 Agu 2009 1-for-6 Terbalik
9 Jan. 2001 2-for-1 Maju
23 Maret 2000 2-for-1 Maju
11 Juni 1998 2-for-1 Maju
12 Maret 1996 2-for-1 Maju

Tentang Sanmina Corporation - Common Stock Tinjauan perusahaan dari Wikipedia

05 · wikidata

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.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

sektorIndustrials industriElectrical Equipment karyawan35.000 negaraUS

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

06
Pendapatan$8.13B
2021-10-02 → 2025-09-27
EPS$4.46
2021-10-02 → 2025-09-27
Arus Kas Bebas$473M
2021-10-02 → 2025-09-27
Margin bersih2.4%
2021-10-02 → 2025-09-27
Valuasi & Rasio 07–12

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik Tren 5 Tahun SANM rata-rata 5T Median Rekan Kesimpulan
P/E (TTM) 41.0rata-rata 5T ≈16.4 ≈16.4 45.7 Nilai wajar
P/S 1.5rata-rata 5T ≈0.5 ≈0.5 1.8 Kurang nilai
P/B 4.8rata-rata 5T ≈1.8 ≈1.8 3.3 Kurang nilai
EV / EBITDA 24.4rata-rata 5T ≈7.9 ≈7.9 12.8 Kurang nilai
Price / FCF (Harga / FCF) 25.8rata-rata 5T ≈28.3 ≈28.3 · ·
Price / Cash Flow (Harga / Arus Kas) 19.7rata-rata 5T ≈10.5 ≈10.5 13.4 Kurang nilai
EV / Revenue (EV / Pendapatan) 1.4rata-rata 5T ≈0.5 ≈0.5 · ·
EV / FCF 24.5rata-rata 5T ≈29.5 ≈29.5 · ·
Price / Tangible Book (Harga / Nilai Buku Berwujud) 4.9rata-rata 5T ≈1.7 ≈1.7 · ·
PEG Ratio (Rasio PEG) ≈2.2 · · ·

Median rekan dihitung berdasarkan basis standar per metrik dan mungkin tidak selalu cocok dengan basis TTM/MRQ yang ditampilkan untuk saham ini.

nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

14
Kejutan Rata-rata 11.0%
Laporan Berikutnya Nov 02, 2026
PeriodeLaporanEPS AktualEPS EstimasiKejutan
30 Juni 2026 $3.31 $2.83 17.0%
31 Maret 2026 $3.16 $2.45 29.2%
31 Des. 2025 $2.38 $2.17 9.5%
30 Sep. 2025 $1.67 $1.60 4.3%
30 Juni 2025 $1.53 $1.45 5.9%
31 Maret 2025 $1.41 $1.40 0.41%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

15
Laporan Laba Rugi 17
Metrik Tren 202520242023202220212020201920182017201620152014
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) 53,947,00055,592,00057,847,00061,310,00065,318,00069,041,00069,129,00069,833,00074,481,00075,094,00081,818,00082,872,000
Shares (Diluted) 55,178,00056,970,00059,815,00063,117,00067,084,00070,793,00071,678,00069,833,00078,128,00078,787,00085,641,00086,731,000
EBITDA $474M$458M$574M$458M$391M$342M·$238M$345M$337M$304M$297M
Neraca 24
Metrik Tren 202520242023202220212020201920182017201620152014
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 53,404,00053,921,00056,833,00057,394,00064,307,00064,999,00069,720,00067,777,00071,664,00073,031,00078,058,00082,157,000
Arus Kas 18
Metrik Tren 202520242023202220212020201920182017201620152014
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
Profitabilitas 8
Metrik Tren 202520242023202220212020201920182017201620152014
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%
Likuiditas & Solvabilitas 5
Metrik Tren 202520242023202220212020201920182017201620152014
Current Ratio 1.72.01.9·1.91.9·1.31.61.71.71.6
Quick Ratio 0.30.30.3·0.40.3·0.20.30.30.30.3
Debt / Equity 0.10.10.1·0.20.2·0.00.20.30.30.3
LT Debt / Equity 0.10.10.1·0.20.2·0.00.20.30.30.3
Interest Coverage ··12.615.614.47.9·4.310.39.08.16.5
Efisiensi 2
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 1.51.61.8·1.61.8·1.81.81.81.92.0
Inventory Turnover 4.34.75.2·6.47.3·5.56.46.46.56.8
Per Saham 5
Metrik Tren 202520242023202220212020201920182017201620152014
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
Tingkat Pertumbuhan 9
Metrik Tren 202520242023202220212020201920182017201620152014
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%···········
Valuasi (TTM) 14
Metrik Tren 202520242023202220212020201920182017201620152014
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 25.617.610.512.110.514.116.3-20.120.912.04.89.5
P/S 0.70.50.30.30.40.2·0.30.40.30.30.3
P/B 2.41.61.3·1.31.1·1.31.61.31.11.4
P / Tangible Book 2.41.61.31.51.41.1······
P / Cash Flow 9.810.913.18.07.45.7·12.010.65.39.55.8
P / FCF 12.916.270.413.89.57.4·49.819.17.729.97.5
EV / EBITDA 11.57.44.8·5.64.6·6.27.76.35.55.7
EV / FCF 11.514.862.3·8.26.7·39.019.07.830.17.1
EV / Revenue 0.70.40.3·0.30.2·0.20.40.30.30.3
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%

Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

16
Metrik 2025-09-272024-09-282023-09-302022-10-012022-07-02
Pendapatan $8.13B $7.57B $8.94B $7.92B ·
Margin Kotor % 8.8% 8.5% 8.3% 7.9% ·
Margin Operasi % 4.4% 4.4% 5.1% 4.4% ·
Laba Bersih $246M $223M $310M $240M ·
EPS Dilusian $4.46 $3.91 $5.18 $3.81 ·

Pemilik institusional (13F) 607 pengaju · $13.6B total · Per tanggal 30 Sep. 2026

17

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Pemegang 607
Nilai yang dipegang $13.6B
Posisi baru 170
Posisi yang keluar 50
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
170 (+75 vs Kuartal sebelumnya) 50 (-17 vs Kuartal sebelumnya) 152 (-15 vs Kuartal sebelumnya) 208 (+45 vs Kuartal sebelumnya) -192K

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
FMR LLC $2.032.879.243 8.032.556 14,94% Saham
BlackRock, Inc. $1.390.702.104 5.495.109 10,22% Saham
VANGUARD GROUP INC $1.017.844.823 6.782.467 7,48% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $772.154.419 3.051.029 5,68% Saham
VANGUARD CAPITAL MANAGEMENT LLC $589.092.545 2.327.693 4,33% Saham
Invesco Ltd. $548.365.786 2.166.769 4,03% Saham
STATE STREET CORP $429.297.326 1.696.291 3,16% Saham
JANE STREET GROUP, LLC $385.058.942 1.521.491 2,83% Saham
DIMENSIONAL FUND ADVISORS LP $339.646.678 1.342.197 2,50% Saham
GEODE CAPITAL MANAGEMENT, LLC $305.281.717 1.206.012 2,24% Saham
ADVANCED MICRO DEVICES INC $291.308.240 1.151.052 2,14% Saham
MORGAN STANLEY $223.104.716 881.557 1,64% Saham
D. E. Shaw & Co., Inc. $214.278.028 846.681 1,58% Saham
Fisher Asset Management, LLC $194.288.984 767.697 1,43% Saham
BANK OF AMERICA CORP /DE/ $189.012.334 746.848 1,39% Saham
EARNEST PARTNERS LLC $177.068.940 699.656 1,30% Saham
MILLENNIUM MANAGEMENT LLC $174.217.235 688.388 1,28% Saham
Allianz Asset Management GmbH $173.994.271 687.507 1,28% Saham
NORGES BANK $167.616.656 662.307 1,23% Saham
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $138.365.163 546.725 1,02% Saham
NORTHERN TRUST CORP $129.788.029 512.834 0,95% Saham
Alyeska Investment Group, L.P. $127.569.276 504.067 0,94% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $118.964.050 470.065 0,87% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $110.853.342 438.017 0,81% Saham
FULLER & THALER ASSET MANAGEMENT, INC. $99.746.420 394.130 0,73% Saham
CITADEL ADVISORS LLC $99.077.277 391.486 0,73% Saham
FRONTIER CAPITAL MANAGEMENT CO LLC $95.692.357 378.111 0,70% Saham
Capital World Investors $92.186.668 364.259 0,68% Saham
JPMORGAN CHASE & CO $89.554.168 370.093 0,66% Saham
HENNESSY ADVISORS INC $87.919.992 347.400 0,65% Saham
Bank of New York Mellon Corp $87.522.025 345.828 0,64% Saham
VANGUARD FIDUCIARY TRUST CO $85.842.458 339.191 0,63% Saham
WELLINGTON MANAGEMENT GROUP LLP $81.174.651 320.747 0,60% Saham
GOLDMAN SACHS GROUP INC $75.159.978 296.982 0,55% Saham
Global Alpha Capital Management Ltd. $74.996.968 296.337 0,55% Saham
Allspring Global Investments Holdings, LLC $74.115.344 300.805 0,54% Saham
Connor, Clark & Lunn Investment Management Ltd. $71.410.065 282.164 0,52% Saham
NEW YORK STATE COMMON RETIREMENT FUND $68.574.557 270.960 0,50% Saham
LOS ANGELES CAPITAL MANAGEMENT LLC $64.860.101 256.283 0,48% Saham
SEI INVESTMENTS CO $61.772.276 244.082 0,45% Saham
Qube Research & Technologies Ltd $53.069.611 209.695 0,39% Saham
Nuveen, LLC $49.160.264 194.248 0,36% Saham
Madison Avenue Partners, LP $47.660.532 188.322 0,35% Saham
PRINCIPAL FINANCIAL GROUP INC $45.754.333 180.790 0,34% Saham
AMERICAN CENTURY COMPANIES INC $41.949.023 165.754 0,31% Saham
WELLS FARGO & COMPANY/MN $40.722.179 160.906 0,30% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $38.594.700 152.500 0,28% Opsi beli
JANE STREET GROUP, LLC $38.544.084 152.300 0,28% Opsi beli
RHUMBLINE ADVISERS $36.097.248 142.632 0,27% Saham
RENAISSANCE TECHNOLOGIES LLC $34.933.392 138.033 0,26% Saham

Tampilkan semua 607 pemilik institusional →

Orang dalam perusahaan 47 orang dalam · 21 pejabat · 26 direktur

19
Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Jure Sola Chairman & CEO 6 Mei 2026 S 1.227.573 0 1 $-27.087.333
Hartmut Liebel CEO 15 Juli 2020 F 78.084 0 0 $0
Michael Joseph Clarke CEO 15 Okt. 2018 A 157.395 0 0 $0
Robert K Eulau CEO 17 Nov. 2017 F 388.256 0 0 $0
Jonathan P Faust EVP & CFO 29 Mei 2026 S 77.000 0 3 $-4.283.099
Kurt Adzema EVP & CFO 16 Nov. 2023 F 59.889 0 0 $0
David Robert Anderson EVP & CFO 19 Feb. 2019 M 82.000 0 0 $0
David L White Exec VP Finance & CFO 16 Jan. 2009 F 244.841 0 0 $0
Mark Lustig Acting CFO 31 Maret 2004 A 2.805 0 0 $0
Rick R Ackel Exec VP & CFO 8 Jan. 2004 M 0 0 0 $0
Hari Pillai President and COO 15 Nov. 2010 A 253.639 0 0 $0
Joseph R Bronson President & COO 28 Feb. 2008 P 300.000 0 0 $0
Alan Mcwilliams Reid EVP, Global Human Resources 26 Mei 2026 S 24.481 0 6 $-2.724.255
Vishnu Venkatesh SVP, Global Controller & Chief Accounting Officer 30 April 2026 S 18.500 0 2 $-587.380
Charlie Mason EVP & Global Sales 5 Feb. 2026 S 26.666 0 1 $-1.935.812
Brent Billinger SVP & Corporate Controller 2 Jan. 2024 F 16.504 0 0 $0
YOUNG DENNIS Exec VP Worldwide Sales 28 Mei 2021 S 5.000 0 0 $0
Charles Kostalnick II EVP and Chief Business Officer 16 Mei 2016 M 47.500 0 0 $0
Todd B Schull SVP & Controller 27 Nov. 2012 S 22.500 0 0 $0
David L Pulatie Exec VP, Human Resources 15 Nov. 2011 A 35.000 0 0 $0
Walter J Hussey Pres Technology Components 29 Feb. 2008 P 100.000 0 0 $0
Susan A Johnson Direktur 17 Sep. 2026 S 10.123 0 2 $-48.378
David V Hedley III Direktur 1 Mei 2026 S 7.376 0 2 $-275.965
Joseph G Licata Jr Direktur 29 April 2026 S 27.809 0 2 $-5.606.040
Mythili Sankaran Direktur 16 Maret 2026 A 6.214 0 1 $-499.733
Michael J Loparco Direktur 16 Maret 2026 A 5.500 1 0 $99.722
Susan K Barnes Direktur 16 Maret 2026 A 9.638 0 0 $0
Krish A Prabhu Direktur 16 Maret 2026 A 23.198 0 0 $0
Mario M Rosati Direktur 21 Feb. 2025 S 80.295 0 0 $0
Eugene A Delaney Direktur 4 Feb. 2025 S 65.408 0 0 $0
John Goldsberry Direktur 15 Maret 2023 A 15.002 0 0 $0
Rita S. Lane Direktur 15 Maret 2022 A 35.610 0 0 $0
Jackie M Ward Direktur 15 April 2021 A 163.540 0 0 $0
William J Delaney III Direktur 15 Maret 2019 A 13.419 0 0 $0
Wayne Shortridge Direktur 24 Mei 2018 S 68.685 0 0 $0
Neil R Bonke Direktur 27 Feb. 2017 S 7.812 0 0 $0
Jean Manas Direktur 3 Mei 2013 S 35.647 0 0 $0
Eugene A Sapp JR Direktur 15 Maret 2012 A 128.076 0 0 $0
Alain A Couder Direktur 6 Des. 2010 A 77.922 0 0 $0
Peter J Simone Direktur 26 Feb. 2007 A 45.542 0 0 $0
SANMINA-SCI CORP Direktur 26 Feb. 2007 A 74.986 0 0 $0
Bernard V Vonderschmitt Direktur 26 Jan. 2004 A 301.390 0 0 $0
Joseph M Schell Direktur 4 Agu 2003 M 3.602 0 0 $0
Michael R Tyler · 30 Mei 2013 M 59.300 0 0 $0
Steve Bruton · 1 Des. 2005 A 163.029 0 0 $0
Randy W Furr · 30 Sep. 2005 A 702.356 0 0 $0
John C Bolger · 11 Okt. 2004 A · 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 78 ETF

20

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
PRN · Invesco Exchange-Traded Fund Trust 3,07% 50.903 SH 1 Okt. 2026 Harian
EPSV · Harbor ETF Trust 2,94% 965 NS 31 Juli 2026 N-PORT
NRSH · Tidal Trust I 2,64% 4.266 NS 31 Juli 2026 N-PORT
SAWS · ETF Series Solutions 2,28% 961 NS 31 Juli 2026 N-PORT
BUL · Pacer Funds Trust 1,27% 9.009 NS 31 Juli 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 1,25% 100.520 NS 31 Juli 2026 N-PORT
JMID · Janus Detroit Street Trust 1,22% 1.554 NS 31 Juli 2026 N-PORT
FXL · First Trust Exchange-Traded AlphaDE… 1,21% 168.020 NS 31 Juli 2026 N-PORT
RFG · Invesco Exchange-Traded Fund Trust 1,03% 15.829 SH 1 Okt. 2026 Harian
AMOM · Exchange Listed Funds Trust 0,94% 1.210 NS 31 Juli 2026 N-PORT
JSMD · Janus Detroit Street Trust 0,87% 49.502 NS 31 Juli 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0,71% 52.886 SH 19 Agu 2026 Harian
DWAS · Invesco Exchange-Traded Fund Trust … 0,68% 12.850 SH 1 Okt. 2026 Harian
FNY · First Trust Exchange-Traded AlphaDE… 0,58% 18.133 NS 31 Juli 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,55% 32.400 SH 1 Okt. 2026 Harian
IVOO · VANGUARD ADMIRAL FUNDS 0,37% 86.561 SH 19 Agu 2026 Harian
QVMM · Invesco Exchange-Traded Fund Trust … 0,36% 6.810 SH 1 Okt. 2026 Harian
ISCG · iShares Trust 0,35% 16.466 SH 11 Sep. 2026 Harian
VFMO · VANGUARD WELLINGTON FUND 0,30% 23.421 SH 19 Agu 2026 Harian
PTMC · Pacer Funds Trust 0,28% 5.930 NS 31 Juli 2026 N-PORT
FLRG · FIDELITY COVINGTON TRUST 0,28% 4.366 NS 31 Juli 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,27% 20.350 NS 31 Juli 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,24% 8.405 NS 31 Juli 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,21% 787 NS 31 Juli 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,21% 22.726 NS 31 Juli 2026 N-PORT
FCPI · FIDELITY COVINGTON TRUST 0,21% 3.025 NS 31 Juli 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,20% 27.486 NS 31 Juli 2026 N-PORT
DFAS · Dimensional ETF Trust 0,20% 166.197 NS 31 Juli 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,18% 337.607 SH 19 Agu 2026 Harian
FAD · First Trust Exchange-Traded AlphaDE… 0,17% 5.443 NS 31 Juli 2026 N-PORT
LRGF · iShares Trust 0,15% 27.893 SH 11 Sep. 2026 Harian
VXF · VANGUARD INDEX FUNDS 0,15% 615.037 SH 19 Agu 2026 Harian
VB · VANGUARD INDEX FUNDS 0,15% 1.167.844 SH 19 Agu 2026 Harian
ESML · iShares Trust 0,15% 20.169 SH 11 Sep. 2026 Harian
SMMD · iShares Trust 0,14% 27.115 SH 11 Sep. 2026 Harian
VBR · VANGUARD INDEX FUNDS 0,14% 370.672 SH 19 Agu 2026 Harian
SMDX · Tidal Trust III 0,11% 753 NS 31 Juli 2026 N-PORT
ROUS · Lattice Strategies Trust 0,10% 3.856 NS 31 Juli 2026 N-PORT
VGT · VANGUARD WORLD FUND 0,10% 683.448 SH 19 Agu 2026 Harian
IWP · iShares Trust 0,10% 92.361 SH 11 Sep. 2026 Harian
WSML · iShares Trust 0,10% 3.203 SH 11 Sep. 2026 Harian
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,10% 4.319 NS 31 Juli 2026 N-PORT
FTEC · FIDELITY COVINGTON TRUST 0,08% 89.078 NS 31 Juli 2026 N-PORT
IWR · iShares Trust 0,08% 207.601 SH 11 Sep. 2026 Harian
IWS · iShares Trust 0,07% 51.781 SH 11 Sep. 2026 Harian
EQAL · Invesco Exchange-Traded Fund Trust … 0,07% 2.483 SH 1 Okt. 2026 Harian
IYW · iShares Trust 0,05% 62.821 SH 11 Sep. 2026 Harian
DXUV · Dimensional ETF Trust 0,05% 1.472 NS 31 Juli 2026 N-PORT
IGM · iShares Trust 0,05% 25.192 SH 11 Sep. 2026 Harian
DFAT · Dimensional ETF Trust 0,04% 31.983 NS 31 Juli 2026 N-PORT
IUSG · iShares Trust 0,03% 47.148 SH 11 Sep. 2026 Harian
PRF · Invesco Exchange-Traded Fund Trust 0,03% 13.157 SH 1 Okt. 2026 Harian
DFAC · Dimensional ETF Trust 0,03% 69.504 NS 31 Juli 2026 N-PORT
DCOR · Dimensional ETF Trust 0,03% 4.850 NS 31 Juli 2026 N-PORT
DFUV · Dimensional ETF Trust 0,03% 22.315 NS 31 Juli 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0,03% 1.134 SH 1 Okt. 2026 Harian
DFSV · Dimensional ETF Trust 0,02% 10.613 NS 31 Juli 2026 N-PORT
TILT · FlexShares Trust 0,02% 2.370 NS 31 Juli 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,02% 1.616.846 SH 19 Agu 2026 Harian
VONE · VANGUARD SCOTTSDALE FUNDS 0,02% 8.364 SH 19 Agu 2026 Harian
VONV · VANGUARD SCOTTSDALE FUNDS 0,02% 20.717 SH 19 Agu 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 0,02% 4.270 SH 19 Agu 2026 Harian
IWD · iShares Trust 0,02% 76.191 SH 11 Sep. 2026 Harian
DFAU · Dimensional ETF Trust 0,02% 11.489 NS 31 Juli 2026 N-PORT
DFSU · Dimensional ETF Trust 0,02% 2.077 NS 31 Juli 2026 N-PORT
ITOT · iShares Trust 0,01% 69.594 SH 11 Sep. 2026 Harian
IWB · iShares Trust 0,01% 35.019 SH 11 Sep. 2026 Harian
IWV · iShares Trust 0,01% 14.408 SH 11 Sep. 2026 Harian
DFUS · Dimensional ETF Trust 0,01% 15.892 NS 31 Juli 2026 N-PORT
IWF · iShares Trust 0,01% 61.662 SH 11 Sep. 2026 Harian
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 43.323 SH 19 Agu 2026 Harian
VONG · VANGUARD SCOTTSDALE FUNDS 0,01% 25.960 SH 19 Agu 2026 Harian
OMFL · Invesco Exchange-Traded Self-Indexe… 0,01% 1.430 SH 1 Okt. 2026 Harian
FBCG · FIDELITY COVINGTON TRUST 0,00% 800 NS 31 Juli 2026 N-PORT
IJH · iShares Trust · 1.881.068 SH 11 Sep. 2026 Harian
IJK · iShares Trust · 310.836 SH 11 Sep. 2026 Harian
ISCB · iShares Trust · 2.330 SH 11 Sep. 2026 Harian
SMLF · iShares Trust · 41.940 SH 11 Sep. 2026 Harian

SANM Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

21
peringkat · 13 analis BELI
Target median $265.00 +15,7%
3 23,1% Beli Kuat
5 38,5% Beli
5 38,5% Tahan
0 0,0% Jual
0 0,0% Jual Kuat

Target Harga 12 Bulan

4 analis · 2026-10-02

Target rata-rata $260.00 +13,5%

Sekarang Harga saat ini $229.04
Rendah$210.00 Rata-rata$260.00 Tinggi$300.00

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

22

Dasar FY, harga per penutupan akhir tahun fiskal terakhir setiap perusahaan.

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
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%

Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini

23
Pasar Saham Hari Ini, 19 Mei: Imbal Hasil Treasury yang Melonjak Tekan Pasar Nasdaq · 4 bulan, 1 minggu lalu Laporan Analis: Sanmina Corp Yahoo Finance · 5 bulan lalu Pembaruan Pasar: BRO, ISRG, PG, SANM, KMI Yahoo Finance · 5 bulan lalu Sanmina Corporation (SANM): Miliarder Ken Fisher Sedang Memborong Saham Ini Yahoo Finance · 6 bulan, 2 minggu lalu

Sinyal Perdagangan Sinyal beli/jual terbaru dengan harga masuk dan rasio risiko/imbalan

25
BOUNCE_UP Target tercapai Sep 24
risiko 1 imbalan 1,50
masuk $114.45 R:R 1,50

Tidak ada sinyal terbuka saat ini — tidak ada kartu yang terisi, dan itu jujur.

Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap

26

Pilih metrik yang penting bagi Anda — klik + di sebelah baris mana pun di Fundamental Lengkap di atas.

Pilihan Anda disimpan dan mengikuti Anda di semua ticker.

Sumber: SEC 10-Q diajukan Jul 27, 2026