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北京时间·🕒 发布 04:04:08时区推断·⟳ 抓取 04:04:08·⚡ 决策 07-28 04:05:08 +1m00s·91.7 天前
Sanmina三季度业绩超预期并上调2026财年指引
Sanmina（SANM.US）三季度收入34.6亿美元略高于预期，调整后EPS 3.31美元显著高于2.31美元预期，并上调全年收入、利润率和EPS指引。
📄 原文Wall St Engine@wallstengine↗ 原文
SANM Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.46B (Est. $3.4B) 🟢 🔹 Adj. EPS: $3.31 (Est. $2.31) 🟢 🔹 Non-GAAP Operating M…
不做 Sanmina（SANM.US）
近72小时已命中同一具体催化：Sanmina公布2026财年三季度业绩并上调全年EPS指引；当前X转述没有新增事实，不重复出卡或建仓。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-27 · 扩散 medium · price-in 风险 medium ↗
关键理由
- Sanmina（SANM.US）三季度收入34.6亿美元略高于预期，调整后EPS 3.31美元显著高于2.31美元预期，并上调全年收入、利润率和EPS指引。
- 但近72小时已命中同一具体财报催化的已处理决策，当前社交媒体转述不应重复出卡或重复建仓。
主要风险
- 重复转述可能放大同一财报催化的交易频率；应以首次处理结果为准。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-07-28 · 影响 invalidates
近72小时已处理同一Sanmina 2026财年三季度财报和上调全年EPS指引事件，当前转述构成重复。
检索:search_processed_events hours=72 limit=200
工具调用 · 历史记录,结果未知(2 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
原文全文
展开原文 · 732 字
SANM Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $3.46B (Est. $3.4B) 🟢
🔹 Adj. EPS: $3.31 (Est. $2.31) 🟢
🔹 Non-GAAP Operating Margin: 8.0%; +230 bps YoY
Raises FY26 Guide:
🔹 Revenue: $14B-$14.3B; raised from $13.7B-$14.3B
🔹 Adj Oper Margin: 6.85%-7.25%; raised from 6.3%-6.6%
🔹 Adj. EPS: $11.90-$12.20; raised from $10.75-$11.35
Other Q3 Metrics:
🔹 Free Cash Flow: $24 million
🔹 Cash Flow from Operations: $124 million
Comments:
🔸 “We delivered another great quarter. Revenue was at the high end of our outlook, while non-GAAP operating margin and non-GAAP diluted EPS exceeded our outlook.”
🔸 “As momentum builds across our business, we see strong demand for fiscal 2027, with growth ramping throughout the year and into fiscal 2028.”
🔹 Revenue: $3.46B (Est. $3.4B) 🟢
🔹 Adj. EPS: $3.31 (Est. $2.31) 🟢
🔹 Non-GAAP Operating Margin: 8.0%; +230 bps YoY
Raises FY26 Guide:
🔹 Revenue: $14B-$14.3B; raised from $13.7B-$14.3B
🔹 Adj Oper Margin: 6.85%-7.25%; raised from 6.3%-6.6%
🔹 Adj. EPS: $11.90-$12.20; raised from $10.75-$11.35
Other Q3 Metrics:
🔹 Free Cash Flow: $24 million
🔹 Cash Flow from Operations: $124 million
Comments:
🔸 “We delivered another great quarter. Revenue was at the high end of our outlook, while non-GAAP operating margin and non-GAAP diluted EPS exceeded our outlook.”
🔸 “As momentum builds across our business, we see strong demand for fiscal 2027, with growth ramping throughout the year and into fiscal 2028.”
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