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SANM SANMINA CORP

2026Q1 · CUSIP 801056102 · AI Servers & Hardware · Sector: Technology

Cooling · Breadth rolling over
Holders
453
Δ holders QoQ
+3
Breadth percentile
Top 50%
Whale holders
192
Δ whales
-9
Inst. holding value
$6.8B
New positions
81
Closed positions
78
Price momentum (1Q)
+53.5%
Put / Call
7/11

Breadth history (34 quarters)

2018Q1: Δ-45 · h=216 2018Q2: Δ+3 · h=219 2018Q3: Δ-8 · h=211 2018Q4: Δ+6 · h=217 2019Q1: Δ+29 · h=246 2019Q2: Δ+1 · h=247 2019Q3: Δ+10 · h=257 2019Q4: Δ-11 · h=246 2020Q1: Δ-25 · h=221 2020Q2: Δ+13 · h=234 2020Q3: Δ-6 · h=228 2020Q4: Δ+18 · h=246 2021Q1: Δ+5 · h=251 2021Q2: Δ-1 · h=250 2021Q3: Δ-10 · h=240 2021Q4: Δ+13 · h=253 2022Q1: Δ+9 · h=262 2022Q2: Δ+6 · h=268 2022Q3: Δ+23 · h=291 2022Q4: Δ+64 · h=355 2023Q1: Δ-8 · h=347 2023Q2: Δ-32 · h=315 2023Q3: Δ-7 · h=308 2023Q4: Δ-11 · h=297 2024Q1: Δ+14 · h=311 2024Q2: Δ-26 · h=285 2024Q3: Δ+27 · h=312 2024Q4: Δ+3 · h=315 2025Q1: Δ+12 · h=327 2025Q2: Δ+29 · h=356 2025Q3: Δ+26 · h=382 2025Q4: Δ+68 · h=450 2026Q1: Δ+3 · h=453 2018Q1: holders=216 2018Q2: holders=219 2018Q3: holders=211 2018Q4: holders=217 2019Q1: holders=246 2019Q2: holders=247 2019Q3: holders=257 2019Q4: holders=246 2020Q1: holders=221 2020Q2: holders=234 2020Q3: holders=228 2020Q4: holders=246 2021Q1: holders=251 2021Q2: holders=250 2021Q3: holders=240 2021Q4: holders=253 2022Q1: holders=262 2022Q2: holders=268 2022Q3: holders=291 2022Q4: holders=355 2023Q1: holders=347 2023Q2: holders=315 2023Q3: holders=308 2023Q4: holders=297 2024Q1: holders=311 2024Q2: holders=285 2024Q3: holders=312 2024Q4: holders=315 2025Q1: holders=327 2025Q2: holders=356 2025Q3: holders=382 2025Q4: holders=450 2026Q1: holders=453 -68 -34 +0 +34 +68 189333476 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 8 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 7% +53.5%
2025Q3 Top 12% -6.8% +45.5%
2025Q2 Top 10% +36.6% +25.9%
2024Q3 Top 11% +11.2% +9.6%
2022Q4 Top 5% -19.5% -15.4%
2022Q3 Top 4% -3.6% -22.3%
2019Q3 Top 19% -5.1% -14.6%
2019Q1 Top 9% +1.0% +8.1%

Options Sentiment

Put holders
7
QoQ: +1
Call holders
11
QoQ: +1

See methodology →

Fundamentals

PE (TTM)
43.4
EPS (TTM)
$4.73
EPS YoY
+9.5%
Revenue (TTM)
$11.3B
Revenue YoY
+44.5%
Quarterly Revenue & EPS (4Y)
2022-07-02: $2.0B 2022-10-01: $2.2B 2022-12-31: $2.4B 2023-04-01: $2.3B 2023-07-01: $2.2B 2023-09-30: $2.1B 2023-12-30: $1.9B 2024-03-30: $1.8B 2024-06-29: $1.8B 2024-09-28: $2.0B 2024-12-28: $2.0B 2025-03-29: $2.0B 2025-06-28: $2.0B 2025-09-27: $2.1B 2025-12-27: $3.2B 2026-03-28: $4.0B 2022-07-02: EPS 1.25 2022-10-01: EPS 0.91 2022-12-31: EPS 1.54 2023-04-01: EPS 1.33 2023-07-01: EPS 1.28 2023-09-30: EPS 1.03 2023-12-30: EPS 0.98 2024-03-30: EPS 0.93 2024-06-29: EPS 0.91 2024-09-28: EPS 1.09 2024-12-28: EPS 1.16 2025-03-29: EPS 1.16 2025-06-28: EPS 1.26 2025-09-27: EPS 0.88 2025-12-27: EPS 0.89 2026-03-28: EPS 1.70 0B 2.0B 4.0B $B 0.00 0.94 1.87 20222023202420252026 Revenue EPS

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 20 2023-04-01: PE 10.22023-07-01: PE 10.72023-09-30: PE 9.42023-12-30: PE 13.22024-03-30: PE 15.62024-06-29: PE 18.42024-09-28: PE 19.92024-12-28: PE 21.82025-03-29: PE 19.52025-06-28: PE 252025-09-27: PE 34.72025-12-27: PE 33.72026-03-28: PE 51.2 8 31 54 20222023202420252026

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-03-28 · SEC filings (XBRL)