-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：SANM第二季度业绩表现卓越，营收达40.1亿美元（同比增长102%），非GAAP每股收益为3.16美元（同比增长124%），远超此前2.55美元至2.85美元的预期。ZT Systems凭借加速的计算设备出货量，业绩显著超出预期，而核心业务Sanmina也实现了7.3%的独立增长。非GAAP营业利润率从上年同期的5.6%提升至6.4%，验证了我们关于ZT能够在整合过程中保持运营纪律的同时，实现即时增长的论点。基于强劲的业绩表现和人工智能基础设施积压订单的可见性，管理层将2026财年营收预期上调至137亿美元至143亿美元。我们认为，此次合并将使SANM在人工智能基础设施战略的持续推进方面占据有利地位，其稳健的资产负债表（拥有15.8亿美元现金和新增的6亿美元股票回购授权）为其提供了有力支撑。然而，尽管第二季度强劲的3.42亿美元自由现金流足以轻松满足偿债需求，但21.7亿美元的总债务仍需密切关注其杠杆水平。
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