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Jun 28, 2025
Sanmina Q3 2025 Earnings Report
Sanmina reported solid Q3 2025 results with revenue of $2.04 billion and strong cash generation, exceeding guidance on non-GAAP EPS and gross margin.
Key Takeaways
Sanmina delivered a strong performance in Q3 FY2025, with both revenue and non-GAAP EPS surpassing expectations. The company showed solid operating margin and excellent cash flow, driven by operational efficiency and favorable business mix.
Revenue reached $2.04 billion, surpassing prior guidance.
GAAP EPS was $1.26; Non-GAAP EPS came in at $1.53.
Cash flow from operations was $201 million, with free cash flow at $168 million.
Operating income rose to $95.9 million with a GAAP margin of 4.7%.
Forward Guidance
Sanmina expects Q4 FY2025 revenue between $2.0B and $2.1B, with GAAP EPS between $1.21–$1.31 and non-GAAP EPS between $1.52–$1.62, reflecting steady demand and customer growth.
Positive Outlook
- Q4 revenue expected to remain stable between $2.0B–$2.1B.
- Non-GAAP EPS guided between $1.52–$1.62.
- Customer pipeline continues to grow.
- Operational efficiencies expected to continue.
- Momentum projected to carry into fiscal 2026.
Challenges Ahead
- GAAP EPS range reflects potential variability due to restructuring or integration costs.
- Ongoing macroeconomic uncertainties could impact demand.
- High customer concentration remains a risk.
- Geopolitical risks may affect international operations.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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