新美亚电子 2026年季度报告

Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d)of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and(2)has been subject to such filing requirements for the past 90 days. Yes [x]No [] Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuantto Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company”, and Large Accelerated Filer[x]Accelerated filer [ ]Non-accelerated filer [] If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. [] Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).☒ Yes☐No As ofJanuary20, 2026, there were 54,604,888 shares outstanding of the issuer’s common stock, $0.01 par value per share. SANMINA CORPORATION INDEX Item 1.Interim Financial Statements (Unaudited)Condensed Consolidated Balance SheetsCondensed Consolidated Statements of IncomeCondensed Consolidated Statements of Comprehensive Income Condensed Consolidated Statements of Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Condensed Consolidated Financial StatementsNote 1. Basis of PresentationNote 2. Balance Sheet ItemsNote 3. Revenue RecognitionNote 4. Financial InstrumentsNote 5. DebtNote 6. LeasesNote 7. Accounts Receivable Sale ProgramNote 8. Commitments and ContingenciesNote 9. Income TaxNote 10. Stockholders’ EquityNote 11. Business SegmentNote 12. Earnings Per ShareNote13. Business CombinationItem 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and ProceduresPART II. OTHER INFORMATIONItem 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 5.Other InformationItem 6.ExhibitsSignatures SANMINA CORPORATION NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS(Unaudited) Note1. Basis of Presentation The accompanying condensed consolidated financial statements of Sanmina Corporation (the “Company”) have beenprepared pursuant to the rulesand regulations of the Securities and Exchange Commission (“SEC”). Certain information and notedisclosures normally included in annual financial statements prepared in accordance with U.S. generally accepted accountingprinciples (“GAAP”) have been omitted pursuant to those rulesor regulations. The interim condensed consolidated financialstatements are unaudited, but reflect all adjustments, consisting primarily of normal recurring adjustments that are, in the opinion of The condensed consolidated financial statements include all accounts of the Company, its wholly owned subsidiaries andsubsidiaries in which the Company has a controlling financial interest. All intra-company accounts and transactions have been The preparation of financial statements requires management to make estimates and assumptions that affect the amountsreported in the condensed consolidated financial statements and accompanying notes. Actual results could differ materially from these Results of operations for the first quarter of 2026 are not necessarily indicative of the results that may be expected for other The Company operates on a 52 or 53 week year ending on the Saturday nearest September30. Fiscal 2025 was a 52-weekyear and fiscal 2026 will be a 53-week year, with the extra week in the fourth fiscal quarter. All references to years relate to fiscal Beginning in the first quarter of 2026, the Company presented goodwill, which was previously included within other assets,as a separate line item on the condensed consolidated balance sheets and the related prior period balances have been reclassified toconform to the current period presentation. Recent Acquisition of ZT Systems On May 18, 2025, the Company entered into an Equity Purchase Agreement (the “Purchase Agreement”) with ZT GroupInt’l, Inc. (“ZT Systems”), AMD Design, LLC, a Delaware limited liability company and wholly owned subsidiary of AMD and ownerof 100% of the equity interests of ZT Systems, and Advanced Micro Devices, Inc., a Delaware corporation (“AMD”). On October27,2025 (the “Closing Date”), pursuant to the Purchase Agreement, the Company completed its acquisition of all of the equity inte