Sanmina (SANM) Change in Inventory (2010 - 2026)
Sanmina's (SANM) quarterly Change in Inventory came in at $127.1 million in Q2 2026, up 220.01% year-over-year from $39.7 million in Q2 2025, and up 575.98% quarter-over-quarter from -$26.7 million in Q1 2026.
Analysis
Sanmina (SANM) Change in Inventory (2010 - 2026) Analysis & Trends
Sanmina (SANM) has reported Change in Inventory for 17 consecutive years, with $127.1 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Change in Inventory rose 220.01% year-over-year to $127.1 million in Q2 2026; TTM through Jun 2026 was $319.0 million, a 57.31% increase from a year earlier, with the FY2025 full-year figure at $542.7 million, up 1620.06% from the prior year.
- Change in Inventory was $127.1 million for Q2 2026 at Sanmina, up from -$26.7 million in the prior quarter.
- Over five years, Change in Inventory peaked at $397.9 million in Q3 2025 and troughed at -$179.4 million in Q4 2025.
- A 5-year average of $45.7 million and a median of $12.0 million in 2022 frame the typical range for Change in Inventory.
- The widest YoY moves for Change in Inventory: up 5874.74% in 2025, down 1039.3% in 2025.
- Over 5 years, Change in Inventory stood at $12.0 million in 2022, then slumped by 828.85% to -$87.2 million in 2023, then surged by 81.94% to -$15.7 million in 2024, then plunged by 1039.3% to -$179.4 million in 2025, then jumped by 170.87% to $127.1 million in 2026.
- The last three Change in Inventory figures came in at $127.1 million (Q2 2026), -$26.7 million (Q1 2026), and -$179.4 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Flex | 40.09 Bn | 37.25 Bn | 747.00 Mn | - |
| 2 | Celestica | 37.42 Bn | 36.88 Bn | 577.50 Mn | 728.80 Mn |
| 3 | Jabil | 31.92 Bn | 30.56 Bn | 828.00 Mn | - |
| 4 | Fabrinet | 14.53 Bn | 13.65 Bn | 158.05 Mn | 145.54 Mn |
| 5 | Ttm Technologies | 12.84 Bn | 12.32 Bn | 211.86 Mn | 27.76 Mn |
| 6 | Sanmina | 11.11 Bn | 9.27 Bn | 363.31 Mn | 127.15 Mn |
| 7 | Plexus | 6.60 Bn | 6.28 Bn | 131.38 Mn | 114.50 Mn |
| 8 | Benchmark Electronics | 2.65 Bn | 2.33 Bn | 78.40 Mn | 37.13 Mn |
| 9 | Kimball Electronics | 612.28 Mn | 523.36 Mn | 32.95 Mn | 4.13 Mn |
| 10 | Eltek | 54.40 Mn | 42.89 Mn | - | -281,000.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 27, 2026 | 127.15 Mn |
| Mar 28, 2026 | -26.71 Mn |
| Dec 27, 2025 | -179.41 Mn |
| Sep 27, 2025 | 397.94 Mn |
| Jun 28, 2025 | 39.73 Mn |
| Mar 29, 2025 | 120.81 Mn |
| Dec 28, 2024 | -15.75 Mn |
| Sep 28, 2024 | 57.97 Mn |
| Jun 29, 2024 | 665,000.00 |
| Mar 30, 2024 | -7.13 Mn |
| Dec 30, 2023 | -87.21 Mn |
| Sep 30, 2023 | -10.81 Mn |
| Jul 1, 2023 | -62.96 Mn |
| Apr 1, 2023 | -148.41 Mn |
| Dec 31, 2022 | 11.97 Mn |
| Oct 1, 2022 | 98.27 Mn |
| Jul 2, 2022 | 149.07 Mn |
| Apr 2, 2022 | 190.51 Mn |
| Jan 1, 2022 | 213.28 Mn |
| Oct 2, 2021 | 149.86 Mn |