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)
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)
42.7
EPS (TTM)
$4.73
EPS YoY
+9.5%
Revenue (TTM)
$11.3B
Revenue YoY
+44.5%
Net margin
2.3%
ROE
9.9%
Debt ratio
73.0%
FCF (TTM)
$734M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS (4Y)
Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable
P/E (TTM) over time
P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden
As of 2026-03-28 · SEC filings (XBRL)
Get the next update
2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.