SANMSanmina Corporation

$198.67

Is the business good?

How good a business is SANM?

Sanmina Corporation earns 10.0% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

10.0%

Return on invested capital · cost of capital 9.0% · 0.97 points above what the capital costs: growth creates value

Operating margin
3.6%

Operating margin · Electronic Components median 9.6% · 12 months to Q2 2026

Cash conversion
2.83×

Cash conversion · 1.10× a year ago · every dollar of reported profit arrived as cash, and more

Share count, year on year
−0.73%

Share count, year on year · flat: no meaningful dilution

Operating margin by fiscal year
YearOperating margin
FY20203.1%
FY20213.8%
FY20224.4%
FY20235.1%
FY20244.4%
FY20254.4%
Details
Gross margin12 months to Q2 2026
8.5%
Operating margin12 months to Q2 2026
3.6%
Net margin12 months to Q2 2026
2.3%
Free cash flow margin
6.5%
R&D as % of revenue
0.29%
Revenue, trailing twelve months
$11.3B
Free cash flow, trailing twelve months
$734M
Net income, trailing twelve months
$260M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
10.0%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.