Sanmina (SANM) Tops Q3 Earnings and Revenue Estimates

Core Insights - Sanmina (SANM) reported quarterly earnings of $1.53 per share, exceeding the Zacks Consensus Estimate of $1.42 per share, and up from $1.25 per share a year ago, representing an earnings surprise of +7.75% [1] - The company achieved revenues of $2.04 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.37% and increasing from $1.84 billion year-over-year [2] - Sanmina's stock has increased approximately 30.3% year-to-date, significantly outperforming the S&P 500's gain of 8.6% [3] Earnings Outlook - The future performance of Sanmina's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $1.62 on revenues of $2.14 billion, and for the current fiscal year, it is $5.87 on revenues of $8.1 billion [7] Industry Context - The Electronics - Manufacturing Services industry, to which Sanmina belongs, is currently ranked in the top 7% of over 250 Zacks industries, indicating a favorable outlook [8]