Sanmina Corporation (SANM)

Sanmina Corporation beat consensus on both revenue and adjusted EPS in the third fiscal quarter of 2026, reported July 27, as revenue rose 69.7% to about $3.5 billion from about $2.0 billion a year ago and adjusted EPS increased 116.3% to $3.31 from $1.53. Adjusted EPS of $3.31 topped the $2.77 estimate, +19.5%, and revenue of $3.464 billion topped the $3.396 billion estimate, +2.0%. Net income increased 70.7% to about $117.1 million from about $68.6 million a year ago, operating income reached about $222.7 million, gross margin was about 11% and operating margin about 6%, and the quarter generated about $124.5 million of operating cash flow while the company repurchased about $3.5 million of stock. Consensus for the next period calls for EPS of $3.26 on revenue of $3.478 billion.