SA
Sanmina Corporation
SANM · Sanmina Corporation · IT
Up next day
6/12
50%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±12.4%
typical swing on earnings
Price when beating
+4.0%
avg over 10 beats
Biggest single move
+28.2%
'23.12 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Tends to run up in the week before earnings
Rose beforehand 10 of last 12 · avg +4.1% · expectations build early
Beating estimates doesn't always lift it
Up the next day 6 of 10 beats (60%)
Moves in line with results — fairly predictable
Avg +4.0% on a beat, -8.1% on a miss
vs IT sector avg (177 peers)
This
+2.0%
Sector
+0.8%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock mostly moves with the reported earnings number
Moved opposite to results 4 of last 12 times (33%)
4xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 2After close
'26.9 expectedEst. EPS $3.26
Quarter ended 6/2026
Reported 2026-07-27
Next-day move
-17.5%
After 5 days -7.5%
vs Consensus$2.79→$3.31+18.5% beat
Beat by +18.5% but stock -17.5%
EPS
$3.31
YoY +116%
Revenue
$3.5B
YoY +70%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -17.7%p4.1x normal — unusual drop
Earnings trend · last 12 quarters
EPS$3.31YoY +116%
'23.9'26.6
Revenue$3.5BYoY +70%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
5x42%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
3x25%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 5 of 12q (42%)
Community · SANM
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