Key Takeaways Earnings estimates for SANM rose 38.9% for 2025 and 43.4% for 2026 since July 2025.SANM's 42Q connected manufacturing spans 70 factories and 35,000 devices across 15 countries.Supply delays, tariffs and intense EMS competition continue to pressure SANM's bottom line.Earnings estimates for Sanmina Corporation (SANM) for 2025 and 2026 have moved up 38.9% to $9.64 and 43.4% to $11.46, respectively, since July 2025. The positive estimate revision depicts bullish sentiments about the stock’s growth ...

Core Insights - Sanmina Corporation (SANM) is focusing on 42Q connected manufacturing to enhance data integration from global factories and suppliers, improving decision-making and visibility across manufacturing processes [1][3] Group 1: 42Q Connected Manufacturing - The unified data ecosystem consolidates supply data into a single manufacturing data lake, enabling faster planning and improved responsiveness to market changes [2] - Real-time data analytics optimize inventory, reduce downtime, and enhance order flow, while also improving quality monitoring to respond quickly to deviations [2] - Sanmina has implemented 42Q in over 70 factories across 15 countries, connecting more than 35,000 manufacturing devices in the cloud [3] Group 2: Competitive Landscape - Sanmina faces competition from Jabil, Inc. (JBL) and Celestica Inc. (CLS) in the electronic manufacturing services sector [4][5] - Jabil reported revenues of $8.3 billion, up from $6.96 billion year-over-year, driven by demand in healthcare, packaging, and AI-related sectors [4] - Celestica's quarterly revenues reached $3.19 billion, a 27.8% increase year-over-year, supported by strong demand for networking products and AI-driven data center investments [5] Group 3: Financial Performance and Valuation - Sanmina's stock has increased by 104.1% over the past year, slightly below the industry's growth of 105% [6] - The company trades at a forward price-to-sales ratio of 0.58, which is lower than the industry average of 0.89 [7] - The Zacks Consensus Estimate for Sanmina's earnings for 2025 has increased by 38.9% over the past 60 days [8]