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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
9 May 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 53.94M n/a n/a n/a n/a
Cash remaining n/a 521.24M n/a n/a n/a n/a
Runway (months of cash) n/a 11.6 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
3 May 21 Billinger Brent Common Stock Payment of exercise Dispose F No No 41.12 2,065 84.91K 23,177
3 May 21 Billinger Brent Common Stock Grant Aquire A No No 0 4,000 0 25,242
15 Apr 21 Goldsberry John Common Stock Grant Aquire A No No 41.61 4,326 180K 18,733
15 Apr 21 Licata Joseph G Jr Common Stock Grant Aquire A No No 41.61 4,326 180K 75,062
15 Apr 21 Krish A Prabhu Common Stock Grant Aquire A No No 41.61 4,326 180K 16,628
15 Apr 21 Rosati Mario M Common Stock Grant Aquire A No No 41.61 4,326 180K 70,203

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

94.3% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 245 227 +7.9%
Opened positions 40 20 +100.0%
Closed positions 22 26 -15.4%
Increased positions 71 69 +2.9%
Reduced positions 94 100 -6.0%
13F shares
Current Prev Q Change
Total value 39.77B 1.66B +2288.8%
Total shares 61.23M 61.54M -0.5%
Total puts 29.1K 2.5K +1064.0%
Total calls 23.1K 52.9K -56.3%
Total put/call ratio 1.3 0.0 +2565.6%
Largest owners
Shares Value Change
BLK Blackrock 10M $319.04M +0.4%
Vanguard 6.68M $213.01M -0.2%
Dimensional Fund Advisors 4.97M $158.63M -5.7%
Earnest Partners 4.73M $150.74M +0.2%
LSV Asset Management 2.39M $76.09M -6.9%
STT State Street 2.34M $74.49M +2.8%
Fuller & Thaler Asset Management 2.15M $68.71M +15.7%
Diamond Hill Capital Management 1.37M $43.8M -14.2%
NTRS Northern Trust 1.22M $38.81M -5.1%
DnB Asset Management AS 1.19M $37.85B +76.5%
Largest transactions
Shares Bought/sold Change
Norges Bank 1.07M +1.07M NEW
Sadoff Investment Management 0 -847.91K EXIT
DnB Asset Management AS 1.19M +514.46K +76.5%
Grantham, Mayo, Van Otterloo & Co. 462.09K -476.2K -50.8%
Dimensional Fund Advisors 4.97M -302.47K -5.7%
Fuller & Thaler Asset Management 2.15M +292.16K +15.7%
MS Morgan Stanley 671.43K +264.69K +65.1%
GS Goldman Sachs 100.51K -260.04K -72.1%
Renaissance Technologies 942.82K -250.83K -21.0%
Skyline Asset Management 46.3K -245.91K -84.2%

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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Positive
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Uncertain
Constraining
Legalese
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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