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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Sanmina
Sanmina (SANM) investor relations material
Sanmina Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary9 Nov, 2026
Executive summary
FY26 revenue was $14.525B, up 79% YoY; non-GAAP operating margin reached 7.4%, diluted EPS was $13.28, and operating cash flow was $944M.
Q4 and FY26 results exceeded outlook, with growth across end markets, strong execution, favorable mix, and ZT Systems integration contributing to performance.
Financial highlights
Q4 revenue was $3.858B, up 84% YoY; non-GAAP gross profit was $444M at 11.5% margin, and non-GAAP operating income was $348M at 9.0% margin.
Q4 diluted EPS was $4.43, up 166% YoY; GAAP operating income was $229.7M, net income attributable to common shareholders was $118.0M, and GAAP diluted EPS was $2.14.
FY26 non-GAAP gross profit was $1.472B at 10.1% margin; non-GAAP operating income was $1.073B at 7.4% margin, up from $465M and 5.7% in FY25.
FY26 diluted EPS was $13.28, up 120% YoY; GAAP operating income was $681.5M, net income attributable to common shareholders was $378.0M, and GAAP diluted EPS was $6.85.
Q4 included ~$30M of tariff recoveries, mainly on legacy ZT Systems products, adding ~75 bps to non-GAAP operating margin and ~$0.42 to diluted EPS; characterized as a one-time benefit.
Outlook and guidance
Q1 FY27 revenue guidance is $3.8B-$4.1B, including $1.3B-$1.5B from Cloud & AI Systems; non-GAAP operating margin is 7.0%-7.5% and diluted EPS is $3.50-$3.85.
FY27 revenue guidance is $17.5B-$19.5B, including $7.5B-$9.0B from Cloud & AI Systems; non-GAAP operating margin is 7.0%-7.5% and diluted EPS is $15.50-$17.50.
At the FY27 guidance midpoint, revenue growth is projected at ~27% and non-GAAP diluted EPS growth at ~24%; planned capex is $450M and depreciation is ~$200M.
Cloud & AI Systems revenue is expected to be second-half weighted; the second platform is included in guidance, while a potential third platform is excluded and may provide upside.
Guidance reflects customer forecasts, market and geopolitical uncertainty, supply-chain shortages, and new-program execution risk; margin outcomes depend on business mix.
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Latest events from Sanmina
- Q3 revenue rose nearly 70% to $3.46B, with strong EPS and raised outlook on robust demand.SANM
Q3 2026 - ZT integration and facility upgrades support $16B+ revenue target and margin expansion by FY27.SANMBank of America 2026 Global Technology Conference
- Q2 revenue up 102% to $4.01B, with strong AI/cloud demand and $600M buyback authorized.SANMQ2 2026
- All company proposals passed; shareholder call for an independent chairman was rejected.SANMAGM 2026
- Board leadership review policy amended and major acquisition approved after special meetings.SANMProxy Filing
- Q1 revenue $3.19B, EPS $2.38, strong AI/cloud growth, ZT Systems integration on track.SANMQ1 2026
- Q3 revenue was $1.84B; Q4 and FY25 outlooks signal growth as demand stabilizes.SANMQ3 2024
- Strong sector diversification, cloud/AI focus, and India JV drive growth and margin expansion.SANMBofA Securities 2024 Global Technology Conference
- Q2 FY25 revenue up 8.1% with margin gains, strong cash flow, and robust cloud/telecom growth.SANMQ2 2025
Next Sanmina earnings date
Q1 202725 Jan, 2027
Sanmina
Next Sanmina earnings date
Q1 202725 Jan, 2027
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Frequently asked questions
Sanmina Corporation provides end-to-end design, manufacturing, and logistics services to original equipment manufacturers. Its offerings include printed circuit board fabrication, mechanical systems assembly, and product integration across communications, medical, industrial, and defense sectors. The company is headquartered in San Jose, California, and its shares are listed on the NASDAQ.