Sanmina Corporation (NASDAQ: SANM) saw its stock price surge 16.51% in after-hours trading on Monday, following the release of its fourth-quarter fiscal 2025 results that exceeded analyst expectations. The electronic manufacturing services provider reported robust performance driven by strong demand in key sectors and an optimistic outlook for the coming quarter.

The company reported Q4 revenue of $2.096 billion, surpassing the analyst consensus estimate of $2.057 billion. Adjusted earnings per share came in at $1.67, beating the expected $1.57. Sanmina's CEO, Jure Sola, attributed the strong results to solid 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. 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.