The significant EPS beat without revenue upside suggests margin expansion. Traders should watch for Q3 guidance on the July 27 call; any upward revision would amplify the positive read-through. Given the strong beat, expect a bullish open on the next trading day.
Price Chart
Executive Summary
Sanmina (SANM) reported Q2 2026 EPS of $3.16, a 13.1% beat vs $2.79 consensus, while revenue of $3.40B matched expectations. The strong EPS beat signals operational leverage and cost discipline, likely driving positive near-term momentum ahead of the Q3 earnings call on July 27.
Key Financial Metrics
Key Facts
- EPS $3.16 vs consensus $2.79 (13.1% beat)
- Revenue $3.40B exactly in line with estimates
- Period ended March 31, 2026 (Q2 fiscal 2026)
- Q3 fiscal 2026 earnings call scheduled for July 27, 2026
Financial Impact
EPS beat of $0.37 represents a 13.1% positive surprise; revenue in line at $3.40B
Risk Factors
- No forward guidance provided in this filing; future guidance could disappoint
- Revenue growth trajectory remains unclear without prior-year comparison
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302824262 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 27, 2026 9w ago | 8-K | $172.43 $191.11 | ▲ +10.83% | ▲ +7.45% | $229.04 (+32.83%) |
Jul 27, 2026 9w ago | Press Release | $172.43 $191.11 | ▲ +10.83% | ▲ +7.45% | $229.04 (+32.83%) |
Jul 13, 2026 11w ago | Press Release | $207.59 $202.75 | ▼ −2.33% | ▼ −4.82% | $229.04 (+10.33%) |
Jun 1, 2026 17w ago | Insider Cluster | $278.36 $246.39 | ▼ −11.49% | ▼ −9.92% | $229.04 (−17.72%) |
May 1, 2026 22w ago | Insider Cluster | $223.27 $264.88 | ▼ −18.64% | ▼ −13.35% | $229.04 (−2.58%) |
Apr 29, 2026 22w ago | Insider Cluster | $208.67 $261.82 | ▲ +25.47% | ▲ +20.01% | $229.04 (+9.76%) |
Apr 29, 2026 22w ago | Insider Cluster | $208.67 $261.82 | ▲ +25.47% | ▲ +20.01% | $229.04 (+9.76%) |
Apr 29, 2026 22w ago | Insider Cluster | $221.89 $278.36 | ▲ +25.45% | ▲ +20.50% | $229.04 (+3.22%) |
Apr 29, 2026 22w ago | Insider Cluster | $208.67 $261.82 | ▲ +25.47% | ▲ +20.01% | $229.04 (+9.76%) |
Feb 24, 2026 31w ago | Insider Cluster | $158.17 $134.80 | ▲ +14.78% | ▲ +9.79% | $229.04 (−44.81%) |
US Market Status
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