SANM SANMINA CORP

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 4/4 quarters. Q2 2024: $13M, Q1 2024: $8M, Q3 2023: $124M, Q2 2023: $113M

Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $13M vs trailing avg $82M (-84%)

What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.

Negative FCF ($-15M), buybacks not supported by cash flow

How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Missing shares repurchased or outstanding data

Are officers and directors buying stock with their own money on the open market?

1 open-market purchase by Loparco Michael J

• Loparco Michael J () bought 700 shares at $142.46 on 2026-01-30

Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.

Company buybacks in 4 quarters but insufficient insider buying

Over the last 90 days, are insiders net buyers or net sellers on the open market?

Insiders bought $0M, sold $39M in the last 90 days (net selling)

Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

Company buying back stock while insiders sold 390.7x more than bought. 2 C-suite officers among sellers

• SOLA JURE (Chairman & CEO) sold 118,368 shares on 2026-05-06
• Faust Jonathan P (EVP & CFO) sold 10,075 shares on 2026-02-24