SANM SANMINA CORP
FY2025 10-K
SANMINA CORP (SANM) filed its fiscal year 2025 10-K annual report with the SEC on Nov 13, 2025. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2025 10-K
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
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%
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
Financial SummaryXBRL
Revenue
$8.1B
Net Income
$246M
Gross Margin
8.8%
Operating Margin
4.4%
Net Margin
3.0%
ROE
9.7%
Total Assets
$5.9B
EPS (Diluted)
$4.46
Operating Cash Flow
$621M
Source: XBRL data from SANMINA CORP FY2025 10-K filing on SEC EDGAR. All figures in USD.
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