Description

Sanmina Corporation: Does Its Diversification Across End Markets Safeguard Against Sector-Specific Risks?

Sanmina Corporation’s second quarter fiscal year 2025 results highlighted a mixed performance with several elements combining to shape the company’s current trajectory. Positively, the company reported solid revenue of $1.98 billion, reflecting an 8.1% increase year-over-year, fueled primarily by growth across most of its end markets, notably in communication networks and cloud infrastructure. The non-GAAP EPS of $1.41 also exceeded expectations, driven by favorable mix and operational efficiencies.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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