Sanmina Corporation (SANM) · wyniki II kw. 2026 i wycena

Przy wzroście 0,9% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $99.22 na akcję — kurs jest o 60% powyżej niej. Obecna cena zakłada wzrost o 7,0% rocznie.

1. Prognoza

   Guidance now expects a $30 million net expense and a 21% to 23% non-GAAP tax rate.

   Cytat ze źródła

   “Our revenue of $4.0 billion came in well above our outlook range, driven by strong execution and customer demand for the ZT... As you can see, we exceeded our outlook across the board. Also, we delivered growth across the majority of our end markets for the Core Sanmina business, which Jure will cover in more detail later in the call.”

2. Prognoza

   Revenue reached $3.46 billion, which hit the high end of the company's outlook range for the quarter.

Script and answers carried a similar tone, so the script's message held up under questioning.

Zdania, które wpłynęły na ton

“Our core Sanmina business revenue of $2.4 billion grew 17% versus the same period a year ago, exceeding our outlook with broad-based strength across all of our end markets and...”

“And we continue to leverage our regulatory knowledge and experience to expand customer base in this segment and we continue to win the new programs that we believe will drive...”

“Based on what is in front of us, we are more confident than ever in our ability to achieve revenue of $16 billion-plus in 2027, and we believe we are...”