SANM Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

Fiyat

$233.04

Piyasa Değeri

$6.09B

P/E (TTM)

25.6

EPS (TTM)

$4.46

Gelir (TTM)

$8.13B

Temettü Verimi

—

ROE

9.9%

D/E Borç/Özsermaye

0.1

52 Haftlık Aralık

$81 – $255

SANM Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

Gelir ve Net Gelir $8.13B

2021-10-02 → 2025-09-27

Hisse Başına Kâr $4.46

2021-10-02 → 2025-09-27

Serbest Nakit Akışı $473M

2021-10-02 → 2025-09-27

Marjlar 3.0%

2021-10-02 → 2025-09-27

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik

5 Yıllık trend

SANM

Akran Ortalaması

P/E (TTM)

25.6

33.3

P/S (TTM) (F/S (TTM))

0.7

1.0

P/B (F/D)

2.4

2.3

EV / EBITDA

11.5

—

Price / FCF (Fiyat / Serbest Nakit Akışı)

12.9

—

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik

5 Yıllık trend

SANM

Akran Ortalaması

Gross Margin (Brüt Kar Marjı)

8.8%

10.1%

Operating Margin (Faaliyet Kâr Marjı)

4.4%

—

Net Profit Margin (Net Kâr Marjı)

3.0%

2.8%

ROA

4.6%

4.0%

ROE

9.9%

9.5%

ROIC

9.9%

—

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik

5 Yıllık trend

SANM

Akran Ortalaması

Debt / Equity (Borç / Öz Sermaye)

0.1

12.8

Current Ratio (Cari Oran)

1.7

2.1

Quick Ratio (Cari Oran)

0.3

—

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik

5 Yıllık trend

SANM

Akran Ortalaması

Revenue YoY (Gelir Yıllık Bazda)

7.4%

—

Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)

0.87%

—

Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)

3.2%

—

EPS YoY (EPS YB)

14.1%

—

Net Income YoY (Net Gelir Yıllık Bazda)

10.5%

—

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik

5 Yıllık trend

SANM

Akran Ortalaması

EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))

$4.46

—

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik

5 Yıllık trend

SANM

Akran Ortalaması

SANM Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

AL 12 analist

Güçlü Al 3 25,0%
Al 4 33,3%
Tut 5 41,7%
Sat 0 0,0%
Güçlü Sat 0 0,0%

12 Aylık Fiyat Hedefi

4 analist · 2026-05-15

Medyan $215.00

Şimdi $233.04

Düşük $185.00

Yüksek $234.00

Medyan hedef $215.00 -7,7%

Ortalama hedef $212.25 -8,9%

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Ort. Sürpriz

0.22%

Dönem	EPS Gerçek	EPS Tahmin	Sürpriz
31 Mart 2026	$3.16	$2.45	0.71%
31 Aralık 2025	$2.38	$2.17	0.21%
30 Eylül 2025	$1.67	$1.60	0.07%
30 Haziran 2025	$1.53	$1.45	0.09%
31 Mart 2025	$1.41	$1.40	0.01%

Eş Karşılaştırması Anahtar metrikler sektördeki benzerlerine karşı

Hisse Sembolü	Piyasa Değeri	P/E	Gelir YoY	Net Kar Marjı	ROE	Brüt Kar Marjı
SANM	$6.09B	25.6	7.4%	3.0%	9.9%	8.8%
FLEX	$12.50B	15.7	-2.3%	3.2%	16.8%	8.4%
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	$466M	28.3	-13.3%	1.1%	3.1%	7.0%
MEI	—	-3.8	-6.0%	-6.0%	-9.0%	15.6%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

Gelir Tablosu 17

SANM için Yıllık Gelir Tablosu verileri
Metrik	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

Bilanço 24

SANM için Yıllık Bilanço verileri
Metrik	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

Nakit Akışı 18

SANM için Yıllık Nakit Akışı verileri
Metrik	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

Kârlılık 8

SANM için Yıllık Kârlılık verileri
Metrik	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%

Likidite ve Solventlik 5

SANM için Yıllık Likidite ve Solventlik verileri
Metrik	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

Verimlilik 2

SANM için Yıllık Verimlilik verileri
Metrik	Eğilim	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

Hisse Başına 5

SANM için Yıllık Hisse Başına verileri
Metrik	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

Büyüme Oranları 9

SANM için Yıllık Büyüme Oranları verileri
Metrik	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%	·	·	·	·	·	·	·	·	·	·	·

Değerleme (TTM) 14

SANM için Yıllık Değerleme (TTM) verileri
Metrik	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%

Gelir Tablosu 17

SANM için Çeyreklik Gelir Tablosu verileri
Metrik	Q2 2026	Q1 2025	Q4 2025	Q3 2025	Q2 2025	Q1 2024	Q4 2024	Q3 2024	Q2 2024	Q1 2023	Q4 2023	Q4 2023	Q3 2023	Q1 2022	Q4 2022	Q3 2022
Revenue	$4.01B	$3.19B	$2.10B	$2.04B	$1.98B	$2.01B	$2.02B	$1.84B	$1.83B	$1.87B	$2.05B	$2.21B	$2.32B	$2.36B	$2.49B	$2.02B
Cost of Revenue	$3.66B	$2.95B	$1.91B	$1.86B	$1.81B	$1.84B	$1.85B	$1.69B	$1.68B	$1.71B	$1.88B	$2.02B	$2.13B	$2.16B	$2.30B	$1.86B
Gross Profit	$354M	$242M	$191M	$181M	$176M	$168M	$171M	$154M	$155M	$161M	$173M	$183M	$191M	$195M	$190M	$162M
R&D Expense	$8M	$9M	$9M	$8M	$7M	$7M	$8M	$8M	$6M	$6M	$8M	$7M	$6M	$6M	$6M	$5M
SG&A Expense	$114M	$115M	$74M	$70M	$76M	$71M	$70M	$62M	$69M	$65M	$62M	$69M	$63M	$61M	$60M	$62M
Operating Expenses	$197M	$169M	$113M	$85M	$85M	$79M	$82M	$71M	$79M	$73M	$74M	$76M	$71M	$67M	$76M	$71M
Operating Income	$157M	$74M	$78M	$96M	$92M	$89M	$90M	$82M	$76M	$88M	$99M	$107M	$121M	$128M	$114M	$92M
Interest Expense	·	·	·	·	·	·	·	·	$8M	$8M	·	$10M	$9M	$9M	·	$6M
Other Non-op	$-2M	$5M	$-4M	$-4M	$-2M	$-729.0K	$-564.0K	$-3M	$3M	$-1M	$-8M	$-3M	$-3M	$-7M	$-29M	$-8M
Pretax Income	$131M	$62M	$73M	$91M	$88M	$86M	$87M	$75M	$74M	$82M	$87M	$99M	$111M	$116M	$77M	$79M
Income Tax	$33M	$10M	$21M	$19M	$18M	$15M	$19M	$20M	$19M	$21M	$21M	$17M	$26M	$21M	$341.0K	$2M
Net Income	$94M	$49M	$48M	$69M	$64M	$65M	$61M	$52M	$52M	$57M	$62M	$76M	$80M	$92M	$77M	$77M
EPS (Basic)	$1.72	$0.91	$0.90	$1.28	$1.18	$1.20	$1.12	$0.93	$0.94	$1.01	$1.08	$1.32	$1.37	$1.59	$1.37	$1.29
EPS (Diluted)	$1.70	$0.89	$0.88	$1.26	$1.16	$1.16	$1.09	$0.91	$0.93	$0.98	$1.04	$1.28	$1.33	$1.54	$1.31	$1.25
Shares (Basic)	54,331,000	54,160,000	-108,278,000	53,614,000	54,405,000	54,206,000	-111,997,000	55,466,000	55,585,000	56,538,000	-148,000	57,987,000	58,269,000	57,727,000	-130,333,000	59,970,000
Shares (Diluted)	55,108,000	55,519,000	-110,679,000	54,493,000	55,511,000	55,853,000	-114,650,000	56,711,000	56,669,000	58,240,000	-181,000	59,592,000	59,819,000	59,867,000	-133,620,000	61,702,000
EBITDA	$204M	$113M	·	$96M	$92M	$120M	·	$82M	$76M	$118M	·	$107M	$121M	$157M	·	$95M

Bilanço 23

SANM için Çeyreklik Bilanço verileri
Metrik	Q2 2026	Q1 2025	Q4 2025	Q3 2025	Q2 2025	Q1 2024	Q4 2024	Q3 2024	Q2 2024	Q1 2023	Q4 2023	Q4 2023	Q3 2023	Q1 2022	Q4 2022	Q3 2022
Cash & Equivalents	$1.58B	$1.42B	$926M	$798M	$647M	$642M	$626M	$658M	$651M	$632M	·	$657M	$718M	$735M	·	$493M
Inventory	$3.03B	$3.05B	$1.99B	$1.59B	$1.55B	$1.43B	$1.44B	$1.38B	$1.38B	$1.39B	·	$1.49B	$1.55B	$1.70B	·	$1.59B
Prepaid Expense	$306M	$307M	$125M	$123M	$104M	$67M	$79M	$82M	$75M	$60M	·	$68M	$69M	$81M	·	$64M
Current Assets	$7.61B	$7.85B	$4.87B	$4.30B	$4.07B	$3.88B	$3.87B	$3.69B	$3.70B	$3.63B	·	$3.95B	$4.03B	$4.31B	·	$3.84B
PP&E (Net)	$993M	$955M	$682M	$630M	$609M	$605M	$616M	$630M	$641M	$635M	·	$632M	$617M	$591M	·	$546M
PP&E (Gross)	·	·	$2.75B	·	·	·	$2.58B	·	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	$2.06B	·	·	·	$1.96B	·	·	·	·	·	·	·	·	·
Goodwill	$359M	$307M	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Other Non-current Assets	$379M	$308M	$139M	$136M	$135M	$177M	$176M	$177M	$178M	$178M	·	$186M	$181M	$172M	·	$150M
Total Assets	$9.67B	$9.80B	$5.86B	$5.22B	$4.97B	$4.81B	$4.82B	$4.66B	$4.69B	$4.62B	·	$4.96B	$5.03B	$5.27B	·	$4.74B
Accounts Payable	$2.51B	$2.35B	$1.58B	$1.43B	$1.35B	$1.39B	$1.44B	$1.43B	$1.44B	$1.42B	·	$1.72B	$1.83B	$2.14B	·	$1.98B
Current Liabilities	$4.44B	$4.62B	$2.82B	$2.25B	$2.07B	$1.88B	$1.94B	$1.82B	$1.85B	$1.82B	·	$2.16B	$2.25B	$2.59B	·	$2.43B
Capital Leases	$203M	$147M	$36M	$38M	$36M	$39M	$45M	$48M	$51M	$57M	·	$65M	$66M	$57M	·	$38M
Deferred Tax	·	·	$12M	·	·	·	$13M	·	·	·	·	·	·	·	·	·
Other Non-current Liabilities	$615M	$526M	$214M	$212M	$207M	$212M	$221M	$201M	$208M	$214M	·	$218M	$236M	$223M	·	$210M
Long-term Debt	$2.17B	$2.17B	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Total Debt	$2.00B	$2.00B	·	$287M	$291M	$296M	·	$300M	$304M	$308M	·	·	·	$325M	·	$298M
Retained Earnings	·	·	$-2.46B	·	·	·	$-2.71B	·	·	·	·	·	·	·	·	·
Treasury Stock	·	·	$1.90B	·	·	·	$1.74B	·	·	·	·	·	·	·	·	·
AOCI	·	·	$70M	$71M	$66M	$65M	$67M	$69M	$70M	$68M	·	$66M	$61M	$63M	·	$51M
Stockholders' Equity	$2.61B	$2.66B	$2.54B	$2.47B	$2.40B	$2.42B	$2.36B	$2.34B	$2.33B	$2.27B	$2.32B	$2.27B	$2.22B	$2.14B	$1.82B	$1.80B
Liabilities + Equity	$9.67B	$9.80B	$5.86B	$5.22B	$4.97B	$4.81B	$4.82B	$4.66B	$4.69B	$4.62B	·	$4.96B	$5.03B	$5.27B	·	$4.74B
Shares Outstanding	·	·	53,404,000	·	·	·	53,921,000	·	·	·	·	·	·	·	·	·

Nakit Akışı 18

SANM için Çeyreklik Nakit Akışı verileri
Metrik	Q2 2026	Q1 2025	Q4 2025	Q3 2025	Q2 2025	Q1 2024	Q4 2024	Q3 2024	Q2 2024	Q1 2023	Q4 2023	Q4 2023	Q3 2023	Q1 2022	Q4 2022	Q3 2022
D&A	$47M	$40M	$30M	$30M	$28M	$32M	$32M	$30M	$30M	$31M	$31M	$30M	$29M	$29M	$27M	$27M
Stock-based Comp	$24M	$24M	$16M	$16M	$16M	$15M	$15M	$15M	$15M	$13M	$13M	$13M	$13M	$12M	$12M	$11M
Deferred Tax	$50M	$-3M	$-19M	$2M	$-802.0K	$5M	$16M	$7M	$2M	$6M	$8M	$8M	$5M	$9M	$12M	$5M
Amort. of Intangibles	$2M	$1M	·	·	$0	$0	·	·	·	·	·	·	·	·	·	·
Restructuring	$794.0K	$670.0K	·	·	$990.0K	$1M	·	·	·	·	·	·	·	·	·	$4M
Other Non-cash	·	$70M	·	·	·	$-54M	·	·	·	$20M	·	·	·	$-104M	·	·
Operating Cash Flow	$399M	$179M	$199M	$201M	$157M	$64M	$52M	$90M	$72M	$126M	$77M	$57M	$65M	$37M	$82M	$102M
CapEx	$57M	$87M	$62M	$37M	$31M	$17M	$23M	$24M	$30M	$34M	$39M	$51M	$63M	$37M	$48M	$38M
Investing Cash Flow	$-58M	$-1.43B	$-63M	$-33M	$4M	$-17M	$-26M	$-23M	$-30M	$-35M	$-38M	$-53M	$-64M	$-37M	$-48M	$-38M
Debt Issued	$0	$2.20B	·	·	$0	$0	·	·	·	·	·	·	·	·	·	·
Net Debt Issued	·	$2.20B	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Stock Repurchased	·	·	·	·	·	·	·	·	·	·	·	·	$13M	$8M	·	$124M
Net Stock Activity	·	·	·	·	·	·	·	·	·	·	·	·	·	$-8M	·	·
Financing Cash Flow	$-182M	$1.76B	$-8M	$-19M	$-118M	$-29M	$-60M	$-59M	$-22M	$-128M	$-26M	$-65M	$-18M	$204M	$5M	$-129M
Net Change in Cash	$159M	$501M	$128M	$151M	$44M	$17M	$-32M	$7M	$19M	$-36M	$11M	$-62M	$-17M	$205M	$37M	$-67M
Taxes Paid	$40M	$23M	$31M	$32M	$16M	$19M	$17M	$14M	$18M	$20M	$12M	$17M	$19M	$10M	$14M	$17M
Free Cash Flow	·	$92M	·	·	·	$47M	·	·	·	$92M	·	·	·	$164.0K	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$86M	·	·	·	$-7M	·	·

Kârlılık 8

SANM için Çeyreklik Kârlılık verileri
Metrik	Q2 2026	Q1 2025	Q4 2025	Q3 2025	Q2 2025	Q1 2024	Q4 2024	Q3 2024	Q2 2024	Q1 2023	Q4 2023	Q4 2023	Q3 2023	Q1 2022	Q4 2022	Q3 2022
Gross Margin	8.8%	7.6%	·	8.9%	8.9%	8.4%	·	8.3%	8.4%	8.6%	·	8.3%	8.2%	8.3%	·	8.2%
Operating Margin	3.9%	2.3%	·	4.7%	4.6%	4.4%	·	4.5%	4.1%	4.7%	·	4.9%	5.2%	5.5%	·	4.7%
Net Margin	2.3%	1.6%	·	3.4%	3.2%	3.2%	·	2.8%	2.9%	3.0%	·	3.5%	3.4%	3.9%	·	3.9%
Pretax Margin	3.3%	1.9%	·	4.5%	4.5%	4.3%	·	4.0%	4.1%	4.4%	·	4.5%	4.8%	4.9%	·	4.0%
EBITDA Margin	5.1%	3.5%	·	4.7%	4.6%	6.0%	·	4.5%	4.1%	6.3%	·	4.9%	5.2%	6.7%	·	4.7%
ROA	1.3%	0.67%	·	1.4%	1.3%	1.4%	·	1.1%	1.1%	1.1%	·	·	·	1.9%	·	1.8%
ROE	3.7%	1.9%	·	2.9%	2.7%	2.8%	·	2.2%	2.3%	2.6%	·	·	·	4.6%	·	4.4%
ROIC	2.5%	1.3%	·	2.8%	2.7%	2.7%	·	2.3%	2.1%	2.5%	·	·	·	4.3%	·	4.4%

Likidite ve Solventlik 5

SANM için Çeyreklik Likidite ve Solventlik verileri
Metrik	Q2 2026	Q1 2025	Q4 2025	Q3 2025	Q2 2025	Q1 2024	Q4 2024	Q3 2024	Q2 2024	Q1 2023	Q4 2023	Q4 2023	Q3 2023	Q1 2022	Q4 2022	Q3 2022
Current Ratio	1.7	1.7	·	1.9	2.0	2.1	·	2.0	2.0	2.0	·	·	·	1.7	·	1.6
Quick Ratio	0.4	0.3	·	0.4	0.3	0.3	·	0.4	0.4	0.3	·	·	·	0.3	·	0.2
Debt / Equity	0.8	0.8	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	·	·	0.2	·	0.2
LT Debt / Equity	0.8	0.8	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	·	·	0.2	·	0.2
Interest Coverage	·	·	·	·	·	·	·	·	9.2	10.4	·	10.7	13.0	14.8	·	16.9

Verimlilik 2

SANM için Çeyreklik Verimlilik verileri
Metrik	Eğilim	Q2 2026	Q1 2025	Q4 2025	Q3 2025	Q2 2025	Q1 2024	Q4 2024	Q3 2024	Q2 2024	Q1 2023	Q4 2023	Q4 2023	Q3 2023	Q1 2022	Q4 2022	Q3 2022
Asset Turnover		0.5	0.4	·	0.4	0.4	0.4	·	0.4	0.4	0.4	·	·	·	0.5	·	0.5
Inventory Turnover		1.6	1.3	·	1.3	1.2	1.3	·	1.2	1.1	1.1	·	·	·	1.5	·	1.5

Hisse Başına 3

SANM için Çeyreklik Hisse Başına verileri
Metrik	Q2 2026	Q1 2025	Q4 2025	Q3 2025	Q2 2025	Q1 2024	Q4 2024	Q3 2024	Q2 2024	Q1 2023	Q4 2023	Q4 2023	Q3 2023	Q1 2022	Q4 2022	Q3 2022
Revenue / Share	$72.83	$57.45	·	$37.46	$35.74	$35.92	·	$32.47	$32.36	$32.19	·	$37.04	$38.79	$39.35	·	$32.72
Cash Flow / Share	·	$3.22	·	·	·	$1.14	·	·	·	$2.16	·	·	·	$0.62	·	·
EPS (TTM)	$5.01	$4.47	·	$4.49	$4.16	$3.98	·	$4.10	$4.52	$5.13	·	$5.13	$5.10	·	·	·

Değerleme (TTM) 4

SANM için Çeyreklik Değerleme (TTM) verileri
Metrik	Q2 2026	Q1 2025	Q4 2025	Q3 2025	Q2 2025	Q1 2024	Q4 2024	Q3 2024	Q2 2024	Q1 2023	Q4 2023	Q4 2023	Q3 2023	Q1 2022	Q4 2022	Q3 2022
Revenue TTM	$11.23B	$9.22B	·	$7.87B	$7.67B	$7.56B	·	$7.76B	$8.24B	$8.76B	·	$9.11B	$8.92B	·	·	·
Net Income TTM	$276M	$247M	·	$249M	$233M	$226M	·	$238M	$266M	$305M	·	$306M	$307M	·	·	·
P/E	26.1	34.5	·	21.8	18.4	19.3	·	16.2	13.8	10.0	·	11.7	12.0	·	·	·
Earnings Yield	3.8%	2.9%	·	4.6%	5.4%	5.2%	·	6.2%	7.3%	10.0%	·	8.5%	8.4%	·	·	·

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Gelir Tablosu

	2025-09-27	2024-09-28	2023-09-30	2022-10-01	2022-07-02
Gelir	$8.13B	$7.57B	$8.94B	$7.92B	—
Brüt Kâr Marjı %	8.8%	8.5%	8.3%	7.9%	—
Faaliyet Kâr Marjı %	4.4%	4.4%	5.1%	4.4%	—
Net Gelir	$246M	$223M	$310M	$240M	—
Seyreltilmiş Hisse Başı Kâr	$4.46	$3.91	$5.18	$3.81	—

Bilanço

	2025-09-27	2024-09-28	2023-09-30	2022-10-01	2022-07-02
Borç / Öz Sermaye	0.1	0.1	0.1	—	—
Cari Oran	1.7	2.0	1.9	—	—
Cari Oran	0.3	0.3	0.3	—	—

Nakit Akışı

	2025-09-27	2024-09-28	2023-09-30	2022-10-01	2022-07-02
Serbest Nakit Akışı	$473M	$229M	$44M	$192M	—

Son Haberler Bu şirketten bahseden son manşetler

Bugünkü Borsa, 19 Mayıs: Yükselen Hazine Faizleri Piyasaları Baskılıyor Nasdaq · 23 saat, 29 dakika önce
Analist Raporu: Sanmina Corp Yahoo Finance · 3 hafta, 1 gün önce
Piyasa Güncellemesi: BRO, ISRG, PG, SANM, KMI Yahoo Finance · 3 hafta, 1 gün önce
Sanmina Corporation (SANM): Milyarder Ken Fisher Bu Hisseden Yüklü Alım Yapıyor Yahoo Finance · 2 ay önce

İşlem Sinyalleri Giriş fiyatı ve risk/ödül oranı ile son alım/satım sinyalleri

BOUNCE_UP @ $114.45 RR 1,50 Eyl 24

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

📊

Sizin için önemli olan metrikleri seçin — yukarıdaki Tam Temeller'deki herhangi bir satırın yanındaki ➕ düğmesine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

SANM Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

SANM Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

Hareketli ortalamalar ve bindirmeler

Hacim

Osilatörler

Momentum ve eğilim

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

SANM Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

12 Aylık Fiyat Hedefi

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Eş Karşılaştırması Anahtar metrikler sektördeki benzerlerine karşı

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Son Haberler Bu şirketten bahseden son manşetler

İşlem Sinyalleri Giriş fiyatı ve risk/ödül oranı ile son alım/satım sinyalleri

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar