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Sanmina quarterly revenue jumps 84.0% to $3.86 billion

Sanmina's revenue growth is speeding up. Results for the quarter ended October 3, 2026, from the earnings release filed with the SEC on Nov 9, 2026.

Octans ResearchPublished

Snapshot

Sanmina's revenue growth is speeding up: revenue jumped 84.0% to $3.86 billion in the quarter ended October 3, 2026, from $2.10 billion a year earlier, after 69.7% year over year growth the quarter before.

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Market Data

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Company1D %Price
($SANM)▲ +3.87%155.43

as of 16:00 ET · Realtime derived data

What We Know

Revenue for the quarter ended October 3, 2026 was $3.86 billion, versus $2.10 billion in the same quarter a year earlier, up 84.0%.

Bar chart: Sanmina: revenue, last eight quarters. US$ billions by fiscal quarter end, as of Nov 9, 2026. Dec 2024 2.01; Mar 2025 1.98; Jun 2025 2.04; Sep 2025 2.1; Dec 2025 3.19; Mar 2026 4.01; Jun 2026 3.46; Oct 2026 3.86. Latest quarter $3.86B, Up 84.0% vs a year earlier.
Source: SEC EDGAR (earnings release and XBRL financial data)

Quarterly revenue by fiscal quarter end, oldest first: Dec 2024: $2.01 billion; Mar 2025: $1.98 billion; Jun 2025: $2.04 billion; Sep 2025: $2.10 billion; Dec 2025: $3.19 billion; Mar 2026: $4.01 billion; Jun 2026: $3.46 billion; Oct 2026: $3.86 billion.

Octans View

Year over year revenue change by quarter, computed from the filed figures: Dec 2025 up 59.0%; Mar 2026 up 102%; Jun 2026 up 69.7%; Oct 2026 up 84.0%. On those figures, Sanmina's revenue growth is speeding up. That read compares the latest two year over year growth rates and nothing else.

Bear Case · Room for Disagreement

This brief covers reported revenue and diluted earnings per share only. It does not cover guidance, margins, segment results, cash flow or the earnings call, and it makes no forecast. Revenue is the total on the release line we matched; a company's own adjusted measures can differ.

Method and source. Octans Research matched the revenue line in the earnings release (Exhibit 99.1) to the year ago quarter the company reported in its own XBRL financial data; the two must agree before anything is published. The quarterly history comes from the same XBRL data. The text is generated from those verified figures by a fixed template; no model wrote it.

Chart

$SANM adjusted close, last 6 months $SANM adjusted close, last 6 months: series falling from 235 to 155 (−34%) from 2026-05-15 to 2026-11-10. Scale 100 to 300. 100150200250300 2026-05-152026-11-10 $SANM ADJUSTED CLOSE, LAST 6 MONTHS −34% 155.4
Source: Tiingo · As of 2026-11-10Indicative, not investment advice.

Sources

  1. [1]SEC EDGAR — Sanmina earnings release for the quarter ended October 3, 2026 (Exhibit 99.1), filed Nov 9, 2026
  2. [2]SEC EDGAR — Sanmina XBRL financial data (company facts)

These are the sources this piece was drafted from. How we verify. Found an error? Tell us and we correct it in public.

$3.86B

Revenue for the quarter ended October 3, 2026 was $3.86 billion, versus $2.10 billion in the sa… · What we know

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