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Sanmina
Sanmina (SANM) investor relations material
Sanmina Proxy Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy Filing summary23 Jan, 2026
Executive summary
Fiscal 2025 revenue reached $8.13 billion, a 7.4% increase, with strong performance in Communications Networks and Cloud and AI Infrastructure sectors.
Non-GAAP operating margin expanded to 5.7%, and non-GAAP diluted EPS grew 14.4% to $6.04.
Cash flow from operations was $621 million, with $142 million reinvested in equipment, facilities, and technology.
Completed the acquisition of ZT Systems, enhancing capabilities in cloud and AI infrastructure.
Repurchased 1.44 million shares for $113.7 million, reflecting confidence in future performance.
Voting matters and shareholder proposals
Election of eight directors recommended for approval.
Ratification of PricewaterhouseCoopers LLP as independent auditor for fiscal 2026 recommended for approval.
Advisory approval of executive compensation recommended for approval.
Approval of an additional 1,200,000 shares for the 2019 Equity Incentive Plan recommended for approval.
Stockholder proposal for an independent board chairman recommended against by the board.
Board of directors and corporate governance
Seven of eight director nominees are independent; board includes a Lead Independent Director.
Board committees (Audit, Compensation, Nominating and Governance) are composed solely of independent directors.
Board refreshment policy: no non-employee director over 75 may stand for reelection without special circumstances.
Board oversight includes strategy, risk management, succession planning, and investor engagement.
Stockholder right to call a special meeting threshold reduced from 50% to 25%.
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Next Sanmina earnings date
Q1 202626 Jan, 2026
Sanmina
Next Sanmina earnings date
Q1 202626 Jan, 2026
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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.
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