Sanmina (SANM) Q3 FY26 earnings call

Sanmina delivered a strong Q3 FY26, exceeding expectations for revenue, operating margin, and EPS, driven by robust performance in both its core business and the ZT Systems AI Group. Strategic investments in capabilities and capacity are underway to support future growth, particularly in AI-driven segments. The company is confident in achieving over $16 billion in revenue for FY27, with a focus on expanding customer partnerships and vertical integration.