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Sanmina (SANM) investor relations material
Sanmina Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Jul, 2025
Executive summary
Q3 FY25 revenue reached $2.04B, up 10.9% year-over-year, with non-GAAP EPS of $1.53, both exceeding outlook and driven by strong demand in communications, cloud, and medical markets.
Operational efficiencies, favorable business mix, and robust cash generation contributed to strong margins.
Net income attributable to common shareholders was $68.6M, up 33% year-over-year.
Announced strategic acquisition of ZT Systems, expected to double net revenue within three years and be accretive to non-GAAP EPS in the first year post-closing.
Customer base and new program pipeline continue to expand, supporting confidence in future growth.
Financial highlights
Q3 non-GAAP gross margin was 9.1%, a 60 bps improvement year-over-year; GAAP gross margin was 8.9%.
Non-GAAP operating margin reached 5.7%, up 40 bps year-over-year; GAAP operating margin was 4.7%.
Non-GAAP diluted EPS grew 22.8% year-over-year to $1.53; GAAP diluted EPS was $1.26.
Cash and equivalents at $798M; free cash flow for Q3 was $168M.
Nine-month revenue up 8.7% year-over-year; non-GAAP EPS up 13.5%.
Outlook and guidance
Q4 revenue expected between $2.0B and $2.1B; midpoint implies 6.8% full-year growth.
Q4 non-GAAP EPS guidance: $1.52–$1.62; midpoint up 9.8% year-over-year.
Management anticipates continued momentum into fiscal 2026 based on customer trends and new wins.
ZT Systems acquisition on track to close by year-end 2025, expected to be accretive to non-GAAP EPS in first year.
Full-year capex expected at 1.8% of revenue; Q4 capex around $65M.
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Q4 20253 Nov, 2025
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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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