Sanmina (SANM) Q2 FY26 earnings call

Sanmina delivered strong Q2 FY26 results, exceeding revenue and earnings outlooks, primarily driven by accelerated compute shipments from the ZT Systems business. The company is increasingly confident in achieving over $16 billion in revenue for FY27, supported by new program wins and strategic investments, despite some near-term component shortages and a temporary sequential dip in ZT Systems revenue.