Sanmina’s fourth quarter 2026 revenue of $3.86B and $4.43 EPS beat estimates on AI infrastructure growth

Sanmina reported fourth quarter 2026 results that significantly exceeded consensus expectations, bolstered by the integration of ZT Systems and robust demand in the Cloud and AI Infrastructure end markets. For the full fiscal year 2026, revenue reached $14.53 billion, a 79% increase compared to the prior year.

Key Highlights

• Fourth quarter revenue of $3.86 billion surpassed the analyst estimate of $3.48 billion by approximately 11%.
• Non-GAAP diluted EPS reached $4.43, a major beat against the $3.27 estimate and a 165% increase from $1.67 in the prior year's quarter.
• Management provided fiscal 2027 revenue guidance of $17.5 billion to $19.5 billion, representing 27% growth at the midpoint over fiscal 2026 results.
• The company extended the maturity of its $1.5 billion revolving credit facility and term loan facilities to October 2031 while securing an incremental $70 million term loan.