NASDAQ$SANM

Sanmina Corp · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Sanmina reported third quarter results in line with outlook, seeing stabilization and demand improvement.

Sanmina Corporation reported financial results for the fiscal third quarter ended June 29, 2024. Revenue was $1.84 billion, GAAP diluted EPS was $0.91, and non-GAAP diluted EPS was $1.25. The company is starting to see stabilization and demand improve going into the fourth quarter and expects to see growth in fiscal 2025.

  • Revenue: $1.84 billion
  • GAAP operating margin: 4.5%
  • GAAP diluted EPS: $0.91
  • Non-GAAP diluted EPS: $1.25

Headline financials

Total Revenue

$1.84B

Previous: $2.21B-16.6%
EPS

$0.91

Previous: $1.55-41.3%
Cash Flow from Ops

$90M

No prior period
GAAP Operating Margin

4.5%

No prior period
Non-GAAP Op Margin

5.3%

No prior period
Capital Expenditures

-$86.6M

Previous: -$153M+43.5%
Free Cash Flow

-$35M

Previous: -$76.7M+54.4%
Net Income

$51.6M

Previous: $76.5M-32.5%
Operating Income

$82.4M

Previous: $107M-23.3%
Gross Profit

$154M

Previous: $183M-16.2%
Cash & Equivalents

$658M

Previous: $657M+0.2%
Total Assets

$4.66B

Previous: $4.96B-5.9%
R&D Expense

$7.66M

No prior period
Stock-Based Comp

$14.7M

Previous: $13.3M+10.3%

Revenue & EPS history

Sanmina · Revenue · Quarterly

$1.84B

Q3 2024-16.6%vs Q3 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

The following outlook is for the fiscal fourth quarter ending September 28, 2024. Revenue is expected to be between $1.9 billion to $2.0 billion. GAAP diluted earnings per share are expected to be between $1.02 to $1.12. Non-GAAP diluted earnings per share are expected to be between $1.30 to $1.40.

Tailwinds

  • Revenue between $1.9 billion to $2.0 billion
  • GAAP diluted earnings per share between $1.02 to $1.12
  • Non-GAAP diluted earnings per share between $1.30 to $1.40

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 Q3 2024

Historical avgQ3 2024

+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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