Sanmina projects strong growth trajectory ahead

Sanmina projects strong growth trajectory ahead
Sanmina Corporation has issued ambitious guidance for fiscal 2026 and beyond, forecasting FY2026 revenue between $13.7 billion and $14.3 billion while targeting revenues exceeding $16 billion in FY2027. The electronics manufacturing services provider demonstrated confidence in its market position during its Q2 earnings call. The company's outlook reflects robust demand across its key segments, particularly driven by strong pullthrough from ZT Systems orders. Management highlighted margin expansion initiatives and continued execution of its capital allocation strategy, including share buyback programs. The guidance suggests Sanmina expects sustained momentum from AI infrastructure buildout and data center investments.