Earnings call transcript: Sanmina tops Q4 2026 forecasts, shares jump 20%

Sanmina reported earnings that surpassed Wall Street expectations for the fourth quarter of 2026, with adjusted earnings per share of $4.43 and revenue of $3.86 billion, both beating analysts' estimates. The strong performance was driven by robust demand in cloud and artificial intelligence infrastructure, as well as growth in its ZT Systems business and various industrial and defense markets.

The company's fiscal year 2026 revenue grew by 79% to $14.53 billion, with cloud and AI infrastructure revenue reaching $9.25 billion, a 198% increase from the previous year. Sanmina's full-year revenue guidance for 2027 is projected to range between $17.5 billion and $19.5 billion.

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