NASDAQ$SANM

Sanmina Corp · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Sanmina's financial performance was significantly influenced by COVID-19, but the company generated $119 million of free cash flow and maintained a strong balance sheet.

Sanmina reported its second quarter fiscal year 2020 financial results, which were significantly impacted by COVID-19. Despite the challenges, the company generated $119 million in free cash flow and maintained a strong balance sheet with over $1.1 billion in cash.

  • Financial results for the second fiscal quarter were significantly influenced by COVID-19.
  • The company generated $119 million of free cash flow.
  • Sanmina maintained a strong balance sheet with over $1.1 billion in cash.
  • The health and safety of employees is the top priority and precautionary measures are being taken.

Headline financials

Total Revenue

$1.59B

Previous: $2.13B-25.2%
EPS (adj)

$0.32

Previous: $0.91-64.8%
Capital Expenditures

-$45.1M

Previous: -$73M+38.2%
Free Cash Flow

-$40.2M

Previous: -$32.1M-25.3%
Net Income

$4.88M

Previous: $40.9M-88.1%
Operating Income

$24.4M

Previous: $78.1M-68.8%
Gross Profit

$107M

Previous: $153M-29.8%
Cash & Equivalents

$1.11B

Previous: $405M+174.9%
Total Assets

$4.36B

Previous: $4.21B+3.6%
Stock-Based Comp

$7.78M

Previous: $6.63M+17.5%

Revenue & EPS history

Sanmina · Revenue · Quarterly

$1.59B

Q2 2020-25.2%vs Q2 2019
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Forward guidance

The following outlook is for the third fiscal quarter ended June 27, 2020. Actual results could differ materially from those projected in these statements as a result of a number of factors, mostly notably the ongoing impacts of the COVID-19 pandemic which have reduced and are expected to continue to reduce demand from our customers, interrupt the flow of components needed for our customers’ products, restrict the types of products we can build for our customers and create health risks to our employees.

Headwinds

  • Ongoing impacts of the COVID-19 pandemic have reduced and are expected to continue to reduce demand from our customers.
  • The pandemic has interrupted the flow of components needed for our customers’ products.
  • The pandemic has restricted the types of products we can build for our customers.
  • The pandemic has created health risks to our employees.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

+2.2%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+3.8%

Avg return

30 days after

57%

38 / 67 earnings

Positive

+29.0%

Q1 2024

Best reaction

-21.6%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+14.7%+18.8%+39.9%
Q1 2026-21.6%-22.4%-11.6%
Q4 2025+16.6%+21.4%+14.6%
Q3 2025-2.8%-5.2%-5.5%
Q2 2025-2.1%-0.6%+4.0%
Q1 2025+3.2%+6.6%+4.3%
Q4 2024+4.3%+16.7%+11.4%
Q3 2024-1.0%-12.5%-8.0%
Q2 2024-3.7%-1.9%+6.2%
Q1 2024+29.0%+21.5%+23.9%
Q4 2023-15.2%-10.6%-8.2%
Q3 2023-3.7%-7.8%-7.3%
Q2 2023-5.3%-7.3%+3.9%
Q1 2023+8.3%+11.5%+8.4%
Q4 2022+13.8%+17.6%+11.1%
Q3 2022+5.7%+8.4%+5.4%
Q2 2022+5.8%-0.2%+6.9%
Q1 2022+9.6%+7.0%+10.4%
Q4 2021-8.2%-7.1%-10.4%
Q3 2021-0.7%+0.4%+2.7%
Q2 2021-1.4%+2.8%+3.6%
Q1 2021+2.1%+6.0%+15.1%
Q4 2020+8.2%+12.4%+12.4%
Q3 2020+18.2%+18.2%+13.5%
Q2 2020+0.8%+0.0%+5.6%
Q1 2020-2.7%-7.1%-20.8%
Q4 2019-2.3%-1.8%+3.2%
Q3 2019+2.3%-4.0%-13.5%
Q2 2019+14.4%+15.5%-7.2%
Q1 2019+16.6%+14.3%+17.2%
Q4 2018+7.3%+12.5%+18.3%
Q3 2018-1.0%-0.2%+6.3%
Q2 2018+15.0%+7.8%+7.6%
Q1 2018-5.0%-3.8%-1.3%
Q4 2017-16.2%-15.4%-11.0%
Q3 2017-9.4%-13.7%-13.4%
Q2 2017+0.4%-3.5%-3.8%
Q1 2017+5.8%+9.9%+9.0%
Q4 2016+1.4%+1.4%+17.7%
Q3 2016-14.0%-11.7%-7.7%
Q2 2016+10.0%
Q1 2016+10.6%
Q4 2015+19.9%
Q3 2015+12.4%
Q2 2015-10.6%
Q1 2015-9.0%
Q4 2014+25.8%
Q3 2014+6.4%
Q2 2014+16.9%
Q1 2014+9.6%
Q4 2013-12.5%
Q3 2013+5.5%
Q2 2013+16.8%
Q1 2013-21.6%
Q4 2012+16.8%
Q3 2012+7.2%
Q2 2012+5.7%
Q1 2012+3.7%
Q4 2009-9.6%
Q4 2011-9.6%
Q3 2010-14.8%
Q3 2011-14.8%
Q2 2011+5.0%
Q2 2010+5.0%
Q1 2010-5.4%
Q4 2010-5.4%
Q1 2011-5.4%

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