SANM SANMINA CORPcompanySEC Filings & Insider Trading Activity 2026
Latest SANMINA CORP (SANM) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on November 13, 2025, a 10-Q quarterly report filed on April 27, 2026, an 8-K current report filed on July 27, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for SANMINA CORP (SANM) (SEC CIK 897723), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-09-27)
Business Overview
- • Core business providing integrated manufacturing, design engineering, supply chain, and after-market services primarily to OEMs in high-tech, regulated industries
- • Emphasis on advanced cloud-based smart manufacturing execution software via 42Q division, enhancing digital transformation offerings
- • Strategic push toward cross-selling end-to-end vertically integrated solutions to increase program breadth and margin expansion
- • Workforce of 39,000 employees including 4,000 temporary, supporting operations in 20 countries across four continents
- • Focused growth in mission-critical markets (industrial, medical, defense & aerospace, automotive, cloud infrastructure) with complex, high-value products
Risk Factors
- • Regulatory risk: U.S. tariffs, retaliatory tariffs and import/export restrictions increasing supply chain complexity and cost, potentially impacting gross margins and operating cash flow
- • Geopolitical risk: 80% of net sales generated from foreign operations in Latin America, Asia, Eastern Europe exposed to geopolitical tensions including U.S.-other nations relations, Middle East conflict, Ukraine war
- • Operational risk: Reliance on forecasts and customer orders for inventory procurement risks excess, obsolete inventory leading to write-downs influenced by order cancellations or customer financial difficulties
- • Competitive risk: Intense competition from larger firms and niche manufacturers constrains revenue growth despite advantages in end-to-end manufacturing and global supply chain management
- • Financial risk: $1.6 billion acquisition of ZT Systems includes $1.46 billion cash and up to $450 million contingent consideration tied to future financial performance
Management Discussion & Analysis
- • Revenue $8.13B, up 7.4% YoY from $7.57B in 2024; communication networks segment grew 17.1% to $3.11B, industrial/medical/auto up 2.2% to $5.02B
- • Operating margin steady at 4.4% in 2025 vs 4.4% in 2024; gross margin rose to 8.8% from 8.5%, CPS segment margin improved to 13.9% from 12.8%
- • Best segment: Communications Networks revenue $3.11B, +17.1%; worst: Industrial/Medical/Defense/Aerospace/Auto $5.02B, +2.2%
- • Operating cash flow $621M, capital expenditures $147M; share repurchases $114M; dividends not mentioned
- • Management warns of risks from tax audits, supply chain constraints, fluctuating gross margins, and integration costs from $1.6B ZT Systems acquisition
AI 8-K Current Report AnalysisRecent 8-K Filings
Item 5.02: Departure/Appointment of Directors or Principal Officers
- • Stockholders approved adding 1,200,000 shares to the 2019 Equity Incentive Plan on March 9, 2026
- • Plan covers full range of equity awards: stock options, RSUs, performance units, and cash awards for officers, employees, and directors
Item 5.07: Submission of Matters to a Vote of Security Holders
- • All 8 directors elected; Mythili Sankaran weakest support at ~56% "For" votes — a notable dissent signal worth monitoring
- • PwC ratified as auditor for FY2026 with 98.9% approval (50.5M For vs 578K Against)
Go deeper on SANMINA CORP
Ask AI about SANM filings. Chat with the 10-K, 10-Q, and 8-K for instant answers on financials, risks, and guidance.
Track institutional money. See which funds are building or cutting SANM positions, quarter over quarter.
Catch cross-signals. Spot when insider buying, fund accumulation, and activist stakes line up on SANM.
Annual Reports Archive10-K
AI-powered analysis of SANMINA CORP (SANM) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of SANMINA CORP (SANM) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of SANMINA CORP (SANM) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2023 | FY2024 | FY2025 | |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.6B | $8.1B |
| Gross Profit | - | $640.4M | $716.4M |
| Operating Income | - | $335.5M | $354.6M |
| Net Income | - | $222.5M | $245.9M |
| Gross Margin | - | 8.5% | 8.8% |
| Op. Margin | - | 4.4% | 4.4% |
| Net Margin | - | 2.9% | 3.0% |
| Balance Sheet | |||
| Total Assets | $4.9B | $4.8B | $5.9B |
| Equity | $2.3B | $2.4B | $2.5B |
| ROE | - | 9.4% | 9.7% |
| Per Share | |||
| EPS | - | $3.91 | $4.46 |
| Cash Flow | |||
| Operating CF | - | $340.2M | $620.7M |
| CapEx | - | $111.2M | $147.4M |
Source: XBRL financial data from SANMINA CORP (SANM) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Jul 27, 2026 | - | - | - |
10-Q | Apr 27, 2026 | Mar 28, 2026 | - | |
8-K | Apr 27, 2026 | - | - | - |
8-K | Mar 12, 2026 | - | Analysis | - |
10-Q | Jan 26, 2026 | Dec 27, 2025 | Analysis | |
8-K | Jan 26, 2026 | - | - | |
8-K | Jan 12, 2026 | - | - | |
8-K | Dec 12, 2025 | - | - | |
10-K | Nov 13, 2025 | Sep 27, 2025 | Analysis | |
10-Q | Jul 28, 2025 | Jun 28, 2025 | - | |
10-Q | Apr 28, 2025 | Mar 29, 2025 | - | |
10-Q | Jan 28, 2025 | Dec 28, 2024 | - | |
10-K | Nov 27, 2024 | Sep 28, 2024 | - | |
10-Q | Jul 31, 2024 | Jun 29, 2024 | - | |
10-Q | May 1, 2024 | Mar 30, 2024 | - | |
10-Q | Jan 31, 2024 | Dec 30, 2023 | - | |
10-K | Nov 16, 2023 | Sep 30, 2023 | - | |
10-Q | Aug 2, 2023 | Jul 1, 2023 | - | |
10-Q | May 22, 2023 | Apr 1, 2023 | - | |
10-Q | Feb 1, 2023 | Dec 31, 2022 | - | |
10-K | Nov 10, 2022 | Oct 1, 2022 | - | |
10-Q | Aug 3, 2022 | Jul 2, 2022 | - | |
10-Q | May 4, 2022 | Apr 2, 2022 | - | |
10-Q | Feb 2, 2022 | Jan 1, 2022 | - | |
SC 13G | Jan 26, 2022 | - | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate SANM share value held by 13F filers tracked by SignalX, by quarter.
- FMR LLC (Fidelity)+367.8K (+5%)
- BlackRock+258.5K (+3%)
- Citadel Advisors LLC+179.5K (+217%)
- Millennium Management+151.4K (+56%)
- Bank of America Corp+120.2K (+15%)
- Goldman Sachs Group336.8K (-46%)
- Morgan Stanley166.6K (-15%)
- Dimensional Fund Advisors93.8K (-4%)
- Bridgewater Associates LP80.1K (-59%)
- Wells Fargo & Co41.3K (-17%)
- Franklin Resources+45.0K
- Allstate+7.1K
- Coatue Management+4.0K
- Vanguard Group Inc−6.78M
- Invesco Ltd−2.67M
- JPMorgan Chase & Co−267.4K
- Renaissance Technologies LLC−26.8K
- TOMPKINS FINANCIAL CORP−17
Source: 13F-HR filings on SEC EDGAR (aggregated from 199 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest SANM SEC filings in 2026?
SANMINA CORP (SANM) has filed a 10-K annual report on November 13, 2025, a 10-Q quarterly report on April 27, 2026, an 8-K current report on July 27, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did SANM file its most recent 10-K annual report?
SANMINA CORP (SANM) filed its most recent 10-K annual report on November 13, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view SANM 10-Q quarterly reports?
SANMINA CORP (SANM)'s most recent 10-Q quarterly report was filed on April 27, 2026. SignalX displays every SANM 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has SANM filed recently?
SANMINA CORP (SANM)'s most recent 8-K was filed on July 27, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find SANM insider trading activity (Form 4)?
SignalX aggregates every SANM Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does SANM file with the SEC?
SANMINA CORP (SANM) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new SANM filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for SANMINA CORP (SANM).
What is SANM's SEC CIK number?
SANMINA CORP (SANM)'s SEC CIK (Central Index Key) number is 897723. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 897723 to look up all SANM filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find SANM return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from SANMINA CORP (SANM) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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