Sanmina Beats Fiscal Q4 2026 Estimates as Revenue Rises 84% to $3.86B

Sanmina (SANM) beat estimates for the fiscal fourth quarter of 2026 on both revenue and adjusted EPS. Revenue was $3.86 billion, up 84% from a year earlier, above the $3.48 billion estimate, and adjusted EPS was $4.43, up 165% from a year earlier, above the $3.27 estimate.

Shares fell 0.0% in after-hours trading as of 4:00 p.m. ET, to $149.64 from a $149.69 close.

Fiscal Q4 2026 scorecard

By our calculation, revenue was $380.4 million above the estimate and adjusted EPS was $1.16 above it. The QoQ column compares with the previous quarter's revenue of $3.46 billion and adjusted EPS of $3.31. The YoY column compares with $2.10 billion and $1.67 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 8 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 8 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $2.10 billion, $3.19 billion, $4.01 billion, $3.46 billion and $3.86 billion.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $2.82 and revenue of $3.42 billion next quarter, based on 3 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 84% increase to $3.86 billion.
• Estimate record. Whether Sanmina extends a record of beating EPS estimates in 8 of its last 8 reports.
• Related coverage. See our reports on Global Ship Lease, KKR &, Turning Point Brands and ImmunityBio.

Sources: Results are from Sanmina's Nov. 9, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Sanmina's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.