Sanmina Corporation (NASDAQ: SANM) shares are surging 11.16% in pre-market trading on Tuesday, following the company's impressive fourth-quarter fiscal 2025 results and optimistic guidance for the upcoming quarter. The electronic manufacturing services provider delivered a strong performance that surpassed analyst expectations, driven by robust demand in key sectors.
For the fourth quarter, Sanmina reported revenue of $2.1 billion, exceeding the analyst consensus estimate of $2.06 billion. The company's adjusted earnings per share came in at $1.67, beating the expected $1.57. CEO Jure Sola attributed the solid results to strong performance in the Communications Networks and Cloud and AI Infrastructure sectors, coupled with disciplined cost management.
Investors were particularly encouraged by Sanmina's positive outlook for the first quarter of fiscal 2026. The company projects Q1 revenue between $2.9 billion and $3.2 billion, with non-GAAP earnings per share expected to range from $1.95 to $2.25, significantly above analyst estimates. Additionally, the recent acquisition of ZT Systems is anticipated to enhance Sanmina's growth opportunities in the rapidly expanding Cloud and AI end-markets, further boosting investor confidence in the company's future prospects.