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Sanmina reported strong Q3 results, beating revenue and EPS estimates, driven by robust growth in communications/cloud segments. The acquisition of ZT Systems' data center manufacturing from AMD is a game-changer, potentially doubling revenue and boosting AI/data center exposure. Despite soft guidance, investor enthusiasm is high due to the AMD partnership and massive AI/data center market growth potential.
SANM posts strong fiscal Q3 results with EPS and revenues beats, fueled by growth across end markets and surging free cash flow.
Sanmina Corporation (NASDAQ:SANM ) Q3 2025 Earnings Conference Call July 28, 2025 5:00 PM ET Company Participants Jonathan P. Faust - Executive VP & CFO Jure Sola - Co-Founder, Executive Chairman & CEO Paige Melching - Senior Vice President of Investor Communications Conference Call Participants Anja Marie Theresa Soderstrom - Sidoti & Company, LLC Ruplu Bhattacharya - BofA Securities, Research Division Steven Bryant Fox - Fox Advisors LLC Operator Good afternoon, ladies and gentlemen, and welcome to the Sanmina's Third Quarter Fiscal 2025 Earnings Conference Call.
Sanmina (SANM) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.42 per share. This compares to earnings of $1.25 per share a year ago.
SAN JOSE, Calif. , July 28, 2025 /PRNewswire/ -- Sanmina Corporation ("Sanmina" or the "Company") (NASDAQ: SANM), a leading integrated manufacturing solutions company, today reported financial results for the third quarter ended June 28, 2025 and outlook for its fourth fiscal quarter ending September 27, 2025.
SAN JOSE, Calif. , June 17, 2025 /PRNewswire/ -- Viking Enterprise Solutions, a product division of Sanmina Corporation (NASDAQ: SANM), today announced Viking Edge AI, an Edge AI Computational Storage Appliance that eliminates the constraints of traditional edge computing deployment.
Sanmina agreed to acquire ZT Systems' data center infrastructure manufacturing business from Advanced Micro Devices for up to $3 billion.
Sanmina said on Monday it has entered into an agreement to acquire the data center infrastructure manufacturing business of ZT Systems from chipmaker AMD in a deal valued at about $3 billion.