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Sanmina Corporation (SANM) Bank of America Leveraged Finance Conference December 2, 2025 2:50 PM EST
Company Participants
Jonathan Faust – Executive VP & CFO
Conference Call Participants
Ana Goshko – BofA Securities, Research Division
Presentation
Ana Goshko
BofA Securities, Research Division
Welcome, everyone, to Bank of America’s 2025 Leverage Finance Conference. I’m Ana Goshko, and from the credit research side, I cover technology and telecom. And I’m thrilled to have Sanmina with us today, and we have Jon Faust, the company’s Executive Vice President and CFO. So Jon, thank you so much for being with us.
Jonathan Faust
Executive VP & CFO
Yes, thank you for having me.
Question-and-Answer Session
Ana Goshko
BofA Securities, Research Division
Okay. Great. So just in case with anyone in the audience that’s new to the Sanmina story, if you could just start with like a minute or 2 summary of the company’s business.
Jonathan Faust
Executive VP & CFO
Yes, absolutely. I mean, first, let me just start off by saying for all the people listening before we talk about the business. I just want to remind you to take a look at our risk factors and our recent 10-K filing. So I wanted to make sure to point that out first. But yes, back in terms of Sanmina. So Sanmina is a global leader in the design and manufacturing solutions business. And our focus, which is a little bit different than some of our peers is on heavy regulated markets and very complex products, which is a different way of saying we don’t play in the consumer space, but we do work across a multitude of end markets doing different services, and I’ll talk about those too. But everything from communication networks and cloud infrastructure, to medical, aerospace and defense, industrial, energy, and we’re very well diversified.
