| Stage | SANM | % of rev | FLEX | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $3.5B | 100.00% | $8.5B | 100.00% | FLEX ×2.45 |
| Gross profit | $363M | 10.49% | $812M | 9.56% | SANM +0.9pp |
| Operating income | $221M | 6.39% | $414M | 4.88% | SANM +1.5pp |
| Pre-tax income | $192M | 5.54% | $370M | 4.36% | SANM +1.2pp |
| Net income | $125M | 3.62% | $263M | 3.10% | SANM +0.5pp |
| Stage | SANM | FLEX | Gap · A − B |
|---|---|---|---|
| Revenue | $3.5B100.00% | $8.5B100.00% | FLEX ×2.45 |
| Gross profit | 10.49%$363M | 9.56%$812M | SANM +0.9pp |
| Operating income | 6.39%$221M | 4.88%$414M | SANM +1.5pp |
| Pre-tax income | 5.54%$192M | 4.36%$370M | SANM +1.2pp |
| Net income |
| 3.62%$125M |
| 3.10%$263M |
| SANM +0.5pp |
SANM · ANET 10-KFeb 19 '25
“Our primary manufacturing partners are Jabil Inc., Sanmina Corporation, Flex Ltd. and Foxconn Hon Hai.”
FLEX · ANET 10-KFeb 19 '25
“Our primary manufacturing partners are Jabil Inc., Sanmina Corporation, Flex Ltd. and Foxconn Hon Hai.”