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SANM Sanmina

Sanmina Corporation, a Fortune 500 company is a leading integrated manufacturing solutions provider serving the fastest growing segments of the global Electronics Manufacturing Services (EMS) market. Recognized as a technology leader, Sanmina provides end-to-end manufacturing solutions, delivering superior quality and support to Original Equipment Manufacturers (OEMs) primarily in the communications networks, cloud solutions, industrial, defense, medical and automotive. Sanmina has facilities strategically located in key regions throughout the world.

Company profile

Ticker
SANM
Exchange
CEO
Robert Eulau
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
SANMINA CORP/DE, SANMINA-SCI CORP
SEC CIK
IRS number
770228183

SANM stock data

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Calendar

5 May 21
30 Jul 21
2 Oct 21
Quarter (USD)
Apr 21 Jan 21 Oct 20 Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Oct 20 Sep 19 Sep 18 Sep 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Sanmina earnings reports.

Cash burn rate (estimated) Burn method: Change in cash Burn method: Operating income/loss Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 575.18M 575.18M 575.18M 575.18M 575.18M 575.18M
Cash burn (monthly) (positive/no burn) 44.95M (positive/no burn) (positive/no burn) (positive/no burn) (positive/no burn)
Cash used (since last report) n/a 175.42M n/a n/a n/a n/a
Cash remaining n/a 399.76M n/a n/a n/a n/a
Runway (months of cash) n/a 8.9 n/a n/a n/a n/a

Beta Read what these cash burn values mean

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
28 May 21 Young Dennis Common Stock Sell Dispose S No No 42.15 6,391 269.38K 5,000
28 May 21 Young Dennis Common Stock Sell Dispose S No No 42.15 6,897 290.71K 11,391
17 May 21 REID ALAN McWILLIAMS Common Stock Sell Dispose S No No 42.21 155 6.54K 53,000
17 May 21 REID ALAN McWILLIAMS Common Stock Option exercise Aquire M No No 15.475 155 2.4K 53,155
17 May 21 REID ALAN McWILLIAMS Common Stock Sell Dispose S No No 42.21 8,000 337.68K 53,000
17 May 21 REID ALAN McWILLIAMS Common Stock Option exercise Aquire M No No 24.65 8,000 197.2K 61,000
17 May 21 REID ALAN McWILLIAMS Non Qualified Stock Option Common Stock Option exercise Dispose M No No 15.475 155 2.4K 0
17 May 21 REID ALAN McWILLIAMS Non Qualified Stock Option Common Stock Option exercise Dispose M No No 24.65 8,000 197.2K 0
13 May 21 Billinger Brent Common Stock Sell Dispose S No No 41.1 1,935 79.53K 21,242
3 May 21 Billinger Brent Common Stock Payment of exercise Dispose F No No 41.12 2,065 84.91K 23,177

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

94.6% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 249 245 +1.6%
Opened positions 33 40 -17.5%
Closed positions 29 22 +31.8%
Increased positions 69 71 -2.8%
Reduced positions 98 94 +4.3%
13F shares
Current Prev Q Change
Total value 55.29B 39.77B +39.0%
Total shares 61.59M 61.23M +0.6%
Total puts 45K 29.1K +54.6%
Total calls 35.1K 23.1K +51.9%
Total put/call ratio 1.3 1.3 +1.8%
Largest owners
Shares Value Change
BLK Blackrock 10.47M $433.06M +4.6%
Vanguard 6.79M $280.93M +1.6%
Earnest Partners 4.98M $206.21M +5.4%
Dimensional Fund Advisors 4.87M $201.61M -2.1%
LSV Asset Management 2.53M $104.53M +5.9%
STT State Street 2.43M $100.5M +4.0%
Fuller & Thaler Asset Management 2.03M $83.97M -5.8%
DnB Asset Management AS 1.28M $52.79B +7.5%
Diamond Hill Capital Management 1.15M $47.59M -16.3%
Geode Capital Management 1.1M $45.65M +7.4%
Largest transactions
Shares Bought/sold Change
Norges Bank 0 -1.07M EXIT
BCS Barclays 926.47K +824.83K +811.6%
BLK Blackrock 10.47M +461.18K +4.6%
Renaissance Technologies 590.11K -352.71K -37.4%
IVZ Invesco 1.05M +320.61K +44.1%
Earnest Partners 4.98M +256.65K +5.4%
NTRS Northern Trust 975.9K -241.01K -19.8%
Millennium Management 22.89K -239.8K -91.3%
MS Morgan Stanley 432.68K -238.75K -35.6%
Diamond Hill Capital Management 1.15M -223.46K -16.3%

Financial report summary

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Competition
XcerraPlexusBenchmark ElectronicsFlexJabilCelesticaTTMSMART GlobalMotus GI
Management Discussion
  • Net sales increased from $1.6 billion in the second quarter of 2020 to $1.7 billion in the second quarter of 2021, an increase of 6.9% and from $3.4 billion in the six months ended March 28, 2020 to $3.5 billion in the six months ended April 3, 2021, an increase of 0.7%. These increases were primarily due to a more significant impact from the Covid-19 pandemic in the second quarter of 2020 than in the second quarter of 2021.
  • Gross margin increased to 8.4% for the second quarter of 2021 from 6.8% for the second quarter of 2020. IMS gross margin increased to 6.9% for the second quarter of 2021, from 5.8% for the second quarter of 2020 primarily due to increased operational efficiencies and cost reduction and containment efforts implemented in 2020, some of which were in response to the COVID-19 pandemic. There was a greater impact on operational efficiencies and additional costs in the second quarter of 2020 due to the COVID-19 pandemic. CPS gross margin increased to 14.2% for the second quarter of 2021, from 10.8% for the
  • second quarter of 2020, primarily due to increased volume, operational efficiencies, favorable product mix and the factors impacting IMS gross margin as described above.
Content analysis
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Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. junior Avg
New words: began, burdensome, calendar, electronic, exacerbated, IATF, institutional, July, jurisdictional, position, prejudice, proxy, resurgence, subsidiary, withheld
Removed: activism, commence, contest, created, footprint, globe, lifted, light, negotiated, open, serving, shown, spread, unique, workload