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SANM as of Oct 31 · 16:36 ET
SANMNasdaqPrinted Circuit Boards

Sanmina Corp · Brief

Next report

2 days

Nov 2 · after closeest.Q4 FY26
Earnings

Expected move

Inputs

Implied vs realized

8 reportsHistory
4 of 8≥ implied
avg implied
±12.1%
avg realized
±12.6%
Nov 4 '24±8.6%▲+2.20%×0.26
Jan 27 '25±8.3%▲+3.20%×0.38
Apr 28 '25±9.0%▼−2.13%×0.24
Q3 FY25±10.3%▲+22.79%×2.21
Q4 FY25±12.5%▲+16.56%×1.32
Q1 FY26±14.8%▼−21.56%×1.46
Q2 FY26±15.8%▲+14.56%×0.92
Q3 FY26±17.5%▼−17.46%×1.00
quarterimplied−25%0+25%realized×
Q3 FY26±17.5%▼−17.46%×1.00
Q2 FY26±15.8%▲+14.56%×0.92
Q1 FY26±14.8%▼−21.56%×1.46
Q4 FY25±12.5%▲+16.56%×1.32
Q3 FY25±10.3%▲+22.79%×2.21
Apr '25±9.0%▼−2.13%×0.24
2 older reports
Jan '25±8.3%▲+3.20%×0.38
Nov '24±8.6%▲+2.20%×0.26
Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 2 report · est.

Bull2

4customers disclosing SANM as a supplierSEC filings
3tracked funds holding SANMN-PORT · Jul 31 '26

Bear2

14 of 23largest reporting managers that reduced their stakes in the latest quarter13F · Jun 30 '26
4 of 8recent reports where the move came in under the options implied rangeEarnings history
AI captions · Sep 28 '26once per report · top 2 per case

Linked exposure

SANM report session

Customers 2

AMDAdvanced Micro Devices×0.61ANETArista Networks×0.37
× = co-movement · max 501dSource: SEC filings · market data

Latest changes

30 daysAll changes
Oct 19impliedImplied move: ±15.4% into Nov 2 earnings (Oct 19 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.