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Sanmina Corp SANM IMS Third Party Revenue — Net Sales

Other segment segments

Reportable Segment - IMS
$2.96B+79.4%
Other Segments - CPS
$545.82M+29.2%
CPS Third Party Revenue
$516.44M

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Other financials

Income statement

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Revenue$3.5B+69.7%
Gross profit$363.3M+101%
Operating income$221.2M+131%
Net income$117.1M+70.7%
EPS (diluted)$2.12+68.3%

Balance sheet

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Cash & equivalents$1.9B+125%
Total debt$2.4B+568%
Total equity$2.8B+11.5%
Total assets$9.7B+86.5%

Cash flow

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Operating cash flow$124.5M-38.0%
CapEx$100.9M+172%
Free cash flow$23.6M-85.6%

Valuation

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Market cap$10.67B+70.5%
Enterprise value$11.22B+93.9%
P/E34.6×+10.5×
P/S0.8×+0.1×

Profitability

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Gross margin9%+0.4pp
Operating margin4.2%-0.4pp
Net margin2.4%-0.8pp
FCF margin4.7%+0.1pp

Returns & leverage

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Return on equity11.8%+1.0pp
Debt / equity0.9×+0.7×
Current ratio1.8×-0.1×

Where this comes from

Reported directly by Sanmina Corp in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Sanmina Corp’s 10-Q, filed July 27, 2026.

Filed
Jul 27, 2026, 4:06 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q3 2026
Accession
0000897723-26-000037
Line itemThree Months Ended / June 27,2026Three Months Ended / June 28,2025Nine Months Ended / June 27,2026Nine Months Ended / June 28,2025
Segments:
Reportable segment - IMS$2,947,574$1,639,258$9,299,140$4,842,513
Other segments - Components, Products and Services (“CPS”)$516,442$402,304$1,367,840$1,189,477
Total$3,464,016$2,041,562$10,666,980$6,031,990
End Markets:
Industrial and Energy, Medical, Defense and Aerospace, and Automotive and Transportation$1,315,603$1,255,297$3,783,853$3,775,853
Communications Networks and Cloud and AI Infrastructure$2,148,413$786,265$6,883,127$2,256,137
Total$3,464,016$2,041,562$10,666,980$6,031,990

ITEM 1. Interim Financial Statements (Unaudited)

FAQ

What is Sanmina Corp's IMS third party revenue — net sales?
Sanmina Corp (SANM) reported IMS third party revenue — net sales of $2.95B in Q2 2026.
How has Sanmina Corp's IMS third party revenue — net sales changed year-over-year?
Sanmina Corp's IMS third party revenue — net sales increased by 79.8% year-over-year, from $1.64B to $2.95B.
What is the long-term trend for Sanmina Corp's IMS third party revenue — net sales?
Over 4 years (2021 to 2025), Sanmina Corp's IMS third party revenue — net sales has grown at a 4.5% compound annual growth rate (CAGR), from $5.45B to $6.51B.
What does IMS third party revenue — net sales mean?
This metric represents the total net sales generated by the Integrated Manufacturing Solutions segment from transactions with external third-party customers. It captures the revenue derived from core manufacturing services, such as printed circuit board assembly and complex system integration, excluding any inter-segment eliminations. This figure serves as a primary indicator of the company's market demand and operational scale within its largest business division.

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