" Sanmina " 击败了 " Q3 " 收入估计数,并在AI和云的需求驱动下提高了 " Q4 " 指导。 Sanmina beat Q3 earnings estimates and raised Q4 guidance, driven by AI and cloud demand.

Sanmina(SANM)报告2025年第三季度收入,经调整的EPS收入为1.67美元,殴打估计数为6.7%,收入为21亿美元,超过了预测。 Sanmina (SANM) reported third-quarter 2025 earnings with adjusted EPS of $1.67, beating estimates by 6.7%, and revenue of $2.10 billion, surpassing forecasts. 该公司提出了2025年第四季度指南,预计收入为30.5亿美元,比估计额高出43.3%,每股2.10美元,大大高于1.68美元的共识。 The company raised fourth-quarter 2025 guidance, projecting $3.05 billion in revenue—43.3% above estimates—and $2.10 per share, well above the $1.68 consensus. 通信网络和AI/Cloud基础设施的强劲业绩促成成果,同时改善了自由现金流动的差额。 Strong performance in communications networks and AI/cloud infrastructure drove results, along with improved free cash flow margin. 尽管最近2025年第3季度收入出现亏损,但中午股票的涨幅很大。 Despite a recent earnings miss in Q3 2025, the stock rose midday on strong volume. 分析员的看法参差不齐,有一致的“稳住”评级和94.50美元的目标。 Analysts maintain a mixed outlook, with a consensus "Hold" rating and a $94.50 target.