Sanmina surged about 20% in after-hours trading after fiscal Q4 results crushed estimates: non-GAAP EPS of $4.43 beat the $3.19 consensus by 39%, and revenue of $3.86B beat the $3.48B estimate by 11%, up 84% year over year on the AI rack ramp. Management guided fiscal 2027 revenue to $17.5B-$19.5B with EPS of $15.50-$17.50, both well above consensus, as its Helios AI compute platform scales.
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