SANM: ZT Systems acquisition positions the company for rapid AI-driven growth and margin expansion

The acquisition of ZT Systems has transformed the company into a North American leader in AI manufacturing, with a focus on high-value, complex solutions and strong customer relationships. Operating margins are targeted at 6%-7%, and the business aims to double in size within two years, driven by growth in AI and data center markets.

Based on Sanmina Corporation [SANM] UBS’s 2025 Global Technology and AI Conference Audio Transcript — Dec. 3 2025