Sanmina Corporation 2026 Q2 - Results - Earnings Call Presentation

Corroborated by 2 sources from 2 publishers

globalbusiness1d ago

TL;DR

Sanmina Corporation 2026 Q2 - Results - Earnings Call Presentation Strategic Performance Drivers - Revenue outperformance was primarily driven by the ZT Systems business, which saw accelerated compute shipments originally expected for the second half of the year pull into Q2. - Core Sanmina business revenue grew 7.3% year-over-year, supported by a diverse portfolio ranging from high-performance communication networks to cloud AI infrastructure. - Operating margin expansion to 6.4% was achieved through favorable product mix, disciplined cost management, and significant operating leverage from increased revenue.

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