SANM Earnings Prediction
The chart below shows how SANM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SANM sees a -2.67% change in stock price 10 days leading up to the earnings, and a +4.76% change 10 days following the report. On the earnings day itself, the stock moves by +0.18%. This data can give you a slight idea of what to expect for the next quarter's release.
SANM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.01B
7.02%
-0.55%
Gross Margin
8.37%
-2.45%
-1.41%
Operating Margin
4.49%
-6.26%
-2.18%
Net Margin
3.53%
9.63%
5.69%
EPS
1.16
18.37%
6.42%
No Data Available
SANM Earnings Analysis
Sanmina Corp Corporation (SANM.O) Earnings Conference Call
Positive
Q1 Revenue Increase: Revenue for Q1 fiscal 2025 reached $2,010,000,000, reflecting a 7.0% increase compared to the same period last year.
Earnings Per Share Growth: Non GAAP diluted earnings per share (EPS) for Q1 was $1.44, up 10.8% year-over-year, indicating strong profitability growth.
Gross Margin Improvement: Non GAAP gross margin improved to 9.0%, up 20 basis points from the previous year, driven by operational efficiencies and favorable product mix.
Strong Operational Cash Flow: Cash flow from operations for Q1 was solid at $64,000,000, supporting continued investments and shareholder returns.
Share Repurchase Authorization: The Board of Directors authorized an additional $300,000,000 for share repurchases, demonstrating confidence in the company's value and commitment to returning capital to shareholders.
Negative
Gross Margin Analysis: Non GAAP gross margin decreased to 9.0%, indicating only a slight improvement of 20 basis points year-over-year, suggesting limited margin expansion despite revenue growth.
CPS Segment Margin Decline: CPS segment gross margin fell to 12.5%, down 40 basis points compared to the previous year, reflecting unfavorable product mix and pricing pressures.
Operating Expenses Overshoot: Operating expenses were $67,400,000, slightly above the outlook, indicating potential overspending in targeted investments that may not yield immediate returns.
Q2 Revenue Guidance Analysis: The Q2 revenue guidance of $1,900,000,000 to $2,000,000, while representing a 6.3% increase year-over-year, reflects a slowdown compared to the 7% growth in Q1, indicating potential market challenges ahead.
Earnings Growth Deceleration: The anticipated non GAAP EPS for Q2 is projected to be between $1.30 and $1.40, which represents only a 3.5% increase year-over-year, suggesting a deceleration in earnings growth relative to previous quarters.
SANM FAQs
How does SANM typically perform around its earnings report dates?
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SANM Earning Call Sentiment
Earnings call transcript: Sanmina meets Q1 2025 expectations; stock dips
SANM.O
-3.21%Positive
The earnings call presented strong financial metrics with a 7% revenue increase and improved margins, alongside a robust share repurchase plan. The company is optimistic about future growth in cloud infrastructure and industrial energy, with a focus on organic growth and strategic M&A. Despite some regulatory and supply chain challenges, the guidance remains optimistic, supporting a positive outlook. The company's market cap suggests moderate volatility, aligning with a positive stock price movement prediction of 2% to 8%.
