1 -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ------------------------ FORM 8-K ------------------------ CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. DATE OF REPORT (DATE OF EARLIEST EVENT REPORTED) MAY 14, 2001 COMMISSION FILE NUMBER: 0-21272 SANMINA CORPORATION (EXACT NAME OF REGISTRANT AS SPECIFIED IN ITS CHARTER) DELAWARE 77-0228183 (STATE OR OTHER JURISDICTION (I.R.S. EMPLOYER OF INCORPORATION OR ORGANIZATION) IDENTIFICATION NO.) 2700 NORTH FIRST STREET, SAN JOSE, CA 95134 (ADDRESS OF PRINCIPAL EXECUTIVE OFFICES) (ZIP CODE) REGISTRANT'S TELEPHONE NUMBER, INCLUDING AREA CODE: (408) 964-3500 -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- 2 ITEM 5. OTHER EVENTS This Report on Form 8-K is being filed for the purpose of setting forth selected financial data and management's discussion and analysis of financial condition and results of operations which have been restated to reflect a recent acquisition by Sanmina that was accounted for using the pooling of interests method of accounting. This acquisition was Sanmina's acquisition of AB Segerstrom & Svensson, a global supplier of integrated enclosure systems to the communications sector, which was completed in March 2001. In addition, this report also includes updated "Business" and "Factors Affecting Operating Results" sections which reflect this acquisition. ITEM 7. FINANCIAL STATEMENTS AND EXHIBITS (a) Exhibits EXHIBIT DESCRIPTION PAGE ------- ----------- ---- 99.1 Business.................................................... 1 Selected Financial Data..................................... 13 Management's Discussion and Analysis of Financial Condition 14 and Results of Operations................................... Quantitative and Qualitative Disclosures About Market 22 Risk........................................................ Financial Statements and Supplementary Data................. 32 Report of Independent Public Accountants.................... 62 99.2 Schedule II -- Valuation and Qualifying Accounts............ 63 Sanmina and the Sanmina logo are registered trademarks of Sanmina Corporation. All other names are trademarks and/or registered trademarks of their respective owners. 2 3 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Date: May 14, 2001 SANMINA CORPORATION (Registrant) By /s/ RANDY W. FURR ------------------------------------ Randy W. Furr President and Chief Operating Officer By /s/ RICK R. ACKEL ------------------------------------ Rick R. Ackel Executive Vice President and Chief Financial Officer 3