Sanmina Q2 Earnings Beat Fuels 12.5% Surge

Sanmina shares jumped 12.5% after Q2 results beat expectations, with adjusted EPS $3.16 vs $2.40 consensus.
Revenue rose to $4.01 billion, far above the $3.29 billion estimate and up from $1.98 billion YoY.
ZT Systems drove growth, with accelerated compute shipments shifting to Q2, while core business grew 7.3% YoY.
Guidance raised: FY2026 adjusted EPS $10.75‑$11.35, revenue $13.7‑$14.3 billion; Q3 EPS $2.55‑$2.85, revenue $3.2‑$3.5 billion.