Plexus Corp. PLXS

263.09 1.48 0.57% as of 25 Sep
Market cap
$7.0B
P/E
38.0×

Insider Decisions

Total sells 23.94
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell 1 7 — — 15 1 1 5 4 1 3 1
Insider Ownership 1.62%

Capital & Financial Ratios

Market Cap 6,970.00
Revenue 4,596.75
Net Income 185.41
Free Cash Flow 61.87
Net Debt (39.11)
Current Ratio 1.49
Debt/Equity 0.18
P/E ratio 38.02
P/S ratio 1.53
P/B ratio 4.60
Past 5Y EPS Growth 2.77%
This Y EPS Growth 16.98%
Next Y EPS Growth 16.78%
Next 5Y EPS Growth 15.33%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 257 347 307 315
Receivables 662 622 657 795
Inventory 1,562 1,311 1,230 1,488
Other 142 121 151 194
2,672 2,477 2,399 2,895
2023 2024 2025 Q'26
Payables 647 606 727 979
ST’ Debt 240 157 46 184
Other 760 709 576 603
1,813 1,643 1,519 1,946
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 4.27% 3.53% 1.90%
Cash Flow 12.53% 3.45% 0.00%
Earnings 6.25% 8.03% 7.74%
Book Value 5.62% 8.27% 9.90%

Revenue

Dec Mar Jun Sep Year
’26 1,070 1,164 1,305 — —
’25 976 980 1,018 1,058 4,033
’24 983 967 961 1,051 3,961
’23 1,094 1,071 1,022 1,024 4,210
’22 817 889 981 1,124 3,811
’21 830 881 814 843 3,369
’20 852 767 857 913 3,390
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Dec Mar Jun Sep Year
’26 (15) 28 26 — —
’25 54 37 27 132 249
’24 (3) 88 132 220 437
’23 (49) 106 19 90 166
’22 (89) 84 (21) 0 (26)
’21 7 82 43 11 143
’20 75 (29) 47 118 210
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Dec Mar Jun Sep Year
’26 (51) 16 (1) — —
’25 27 16 13 97 154
’24 (32) 65 114 194 341
’23 (72) 80 (11) 66 62
’22 (122) 53 (42) (17) (128)
’21 (9) 75 31 (12) 85
’20 61 (46) 37 108 160
in millions of $ · fiscal quarters ending in the months shown

EPS

Dec Mar Jun Sep Year
’26 1.51 1.82 1.58 — —
’25 1.34 1.41 1.64 1.87 6.26
’24 1.04 0.58 0.91 1.48 4.01
’23 1.49 1.45 0.56 1.44 4.95
’22 0.82 0.95 1.33 1.78 4.86
’21 1.23 1.42 0.95 1.16 4.76
’20 1.03 0.43 1.20 1.26 3.93
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
28.72 49.06 47.63 48.22 35.16 72.46 72.88 83.84 90.18 103.43

Analyst estimates 2026–2028

Powerpack
Low Price
54.99 64.12 66.78 79.64 86.53 101.17 112.20 115.36 170.07 172.89
High Price
14,000 16,000 18,000 19,000 19,500 19,200 25,000 25,000 20,000 20,000
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
2,556 2,528 2,874 3,164 3,390 3,369 3,811 4,210 3,961 4,033
Revenue
8.90% 10.12% 8.96% 9.22% 9.22% 9.60% 9.11% 9.37% 9.56% 10.08%
Gross Margin
87 122 108 126 135 160 158 161 130 188
EBT
3.42% 4.82% 3.74% 3.98% 3.99% 4.76% 4.15% 3.82% 3.27% 4.66%
EBT Margin
76 112 13 109 117 139 138 139 112 173
Net Income
47 45 48 52 57 61 63 70 78 78
Depreciation
76.59 75.21 87.07 104.54 116.13 117.90 136.79 152.65 144.57 149.16
Revenue/Sh
2.29 3.33 0.40 3.59 4.02 4.86 4.96 5.04 4.08 6.39
Earnings/Sh
3.83 5.11 2.03 3.81 7.21 4.99 (0.94) 6.01 15.93 9.22
Cash Flow/Sh
(0.79) (1.13) (1.89) (2.99) (1.72) (2.00) (3.65) (3.77) (3.47) (3.52)
Capex/Sh
3.03 3.98 0.14 0.82 5.49 2.99 (4.59) 2.24 12.46 5.69
Free CF/Sh
27.47 30.52 27.91 28.59 33.48 35.98 39.33 44.03 48.36 53.80
Book Value/Sh
33 34 33 30 29 29 28 28 27 27
Shares
20.52 17.11 110.79 17.32 17.57 18.44 17.62 18.48 33.43 22.61
PE Ratio
0.61 0.76 0.66 0.60 0.61 0.76 0.64 0.61 0.95 0.97
PS Ratio
1.70 1.87 2.06 2.19 2.11 2.48 2.23 2.12 2.83 2.69
PB Ratio
0.54 0.66 0.62 0.62 0.59 0.75 0.69 0.65 0.92 0.93
EV/Sales
13.74 12.39 390.55 79.11 12.53 29.69 (20.54) 44.49 10.68 24.31
EV/FCF
128 172 67 115 210 143 (26) 166 437 249
Op' Cash Flow
(27) (38) (62) (91) (50) (57) (102) (104) (95) (95)
Capex
101 134 5 25 160 85 (128) 62 341 154
FCF
783 710 779 673 776 802 810 860 834 880
Working Cap'
263 313 189 288 335 253 462 431 247 138
Total Debt
(170) (256) (109) 62 (53) (17) 186 174 (100) (169)
Net Debt
917 1,026 921 866 977 1,028 1,096 1,214 1,325 1,455
Sh' Equity
4.42% 5.99% 0.67% 5.52% 5.48% 5.85% 4.72% 4.14% 3.45% 5.50%
ROA
8.33% 10.55% 9.10% 9.57% 10.37% 10.90% 8.69% 8.81% 8.56% 9.84%
ROIC
8.69% 11.54% 1.34% 12.16% 12.75% 13.85% 13.02% 12.04% 8.81% 12.44%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Sep 2025 · latest quarter Jun 2026

Plexus Corp. peers in Electronic Components

All 49 Electronic Components stocks →

Plexus Corp. (PLXS) key facts

  • Plexus Corp. (PLXS) is an Electronic Components company in the Technology sector, listed on Nasdaq.
  • Plexus Corp.’s revenue for fiscal 2025 (year ended September 2025) was $4.0 billion, up 1.82% from fiscal 2024.
  • Net income was $172.9 million, or $6.39 per share (basic), a net margin of 4.29%.
  • As of September 25, 2026, PLXS traded at $263.09, a market capitalization of $7.0 billion.
  • At that price the stock trades at 38.0× trailing-twelve-month earnings and 1.5× sales.
  • Return on equity was 12.4% and debt-to-equity 0.18.

Source: company filings (standardised) and stockrow calculations.

Plexus Corp. (PLXS) Latest News

News by impact score

Fine-tune

21 Sep

4

Plexus Corp. (PLXS) shares rose over the past month even as the 90‑day trend turned negative; the stock sits with a strong longer-term track record (1-year TSR about 75.7%, 3-year TSR about 177%), but recent 90‑day returns are down ~12.6%. Valuation shows a premium to peers (P/E ~36x) vs a modeled fair ~28.6x and a fair value of $305.75, with notes of an 17% potential undervaluation relative to that fair value. The company is pushing into high‑margin, long-term contracts in healthcare/life sciences, aerospace, and defense (including Europe), which could lift revenue visibility and net margins, but risks include demand pushouts or order cuts from large customers. With shares sprinting ahead of peers, investors weigh whether execution and contract mix justify the premium. Shifting revenue mix into high-margin, long-term contracts and a stronger defense presence could meaningfully boost Plexus’s margins and visibility, while valuation risk and demand pushouts threaten upside.

27 Aug

3

TTMI posts numbers exceeding peers, creating cost and positioning pressures for Plexus Corp. (PLXS) in electronics manufacturing. TTMI outperformance highlights competitive gaps that can shift PLXS financial results and sentiment.

13 Aug

3

Earnings estimates for Plexus Corp. (PLXS) are rising, which could lead to stock gains. Rising earnings estimates may improve Plexus Corp.'s stock trajectory and investor views on performance.

10 Aug

3

Plexus (PLXS) could be 8% below fair value after issuing strong 2026 guidance. Strong 2026 guidance improves Plexus outlook and may lift investor sentiment.

7 Aug

3 transcript

Plexus Corp. released its Q3 2026 earnings call transcript covering quarterly revenue, margins, segment performance, and management outlook on demand trends and supply chain. Quarterly earnings details typically produce moderate short-term share price movement without altering long-term company trajectory.

5 Aug

3

Plexus Q3 earnings beat estimates with strong outlook but free cash flow concerns persist. Q3 beat and outlook strength balanced against free cash flow worries point to limited overall trajectory shift.

3

Plexus Corp. shows accelerating growth but weakening cash flow, prompting questions on whether investors should buy the stock. Accelerating growth alongside weakening cash flow at Plexus Corp. may moderately influence investor sentiment and near-term valuation.

3 Aug

4

Plexus Corp posted record revenue for Q3 2026 and raised its outlook. Record revenue and raised outlook signal stronger financial results that can shift company trajectory and investor views.

30 Jul

3

Plexus Corp. reported Q3 results with revenue growth, margin expansion, and positive commentary on demand in key end markets along with supply chain stabilization and new program wins. Quarterly earnings and management outlook typically produce moderate short-term stock movement without altering long-term fundamentals.

3

Plexus Corp. reported Q3 earnings that beat estimates alongside year-over-year revenue growth. Earnings beat with revenue growth can lift near-term stock sentiment without shifting long-term trajectory.

3 transcript

Plexus Corp. released its Q3 2026 earnings call summary covering financial results, operational updates and forward guidance. Quarterly earnings and guidance typically produce moderate short-term effects on stock price and sentiment.

29 Jul

4

Plexus exceeded Q2 CY2026 earnings expectations and issued optimistic revenue guidance for the next quarter. Earnings beat plus upbeat guidance drives notable valuation gains and improved market positioning for Plexus.

3

Plexus Corp reported Q3 earnings with key metrics showing revenue, margins, and order trends that reflect quarterly operational performance and segment results. Q3 earnings metrics offer moderate insight into financial trends that can influence near-term investor sentiment and valuation.

3

Plexus Corp. announced its fiscal third quarter financial results. Quarterly earnings provide performance data that influence stock valuation and investor sentiment.

28 Jul

3

Plexus quarterly results amid elevated revenue expectations have altered the company's investment story. Quarterly results can moderately shift investor views on future performance.

10 Jun

3

Plexus (PLXS) reported Q1 earnings, positioned against peers in the electronic components and manufacturing sector. Q1 earnings data versus sector peers can moderately shape near-term investor views on Plexus positioning.

21 May

3

Plexus Corp (PLXS) accelerates ultra-secure defense hardware development with Riverside Research, drawing investor attention to expanded defense sector opportunities. Defense hardware acceleration with Riverside Research may moderately strengthen Plexus positioning without immediate major financial shifts.

19 May

3

Riverside Research announced a strategic partnership with Plexus Corp. Partnership may moderately improve Plexus Corp's operational reach and market positioning.

4 May

4

Plexus Corp. (PLXS) Q1 results highlight market share gains, accelerating program ramps, and sector diversification fueling sustained growth. Share gains, program ramps, and sector diversification represent significant strategic momentum driving PLXS future performance.

2 May

4

Plexus Corp. (PLXS) beat earnings expectations, prompting analysts to release new forecasts. Beating earnings and new analyst forecasts indicate significant positive influence on financial performance and investor sentiment.

30 Apr

4

Plexus Corp. (PLXS) released Q2 earnings call highlights detailing quarterly financial performance, operational updates, and forward guidance. Q2 earnings highlights disclose financial results and guidance that significantly influence Plexus Corp.'s stock price and future market trajectory.

4 transcript

Plexus Corp. (PLXS) Q2 2026 earnings call transcript details quarterly financial results, management discussion, and forward-looking guidance. Quarterly earnings transcripts disclose financial performance, strategic updates, and guidance that significantly shape investor sentiment and stock trajectory.

4

Plexus Corp. (PLXS) Q2 earnings beat analyst estimates, with revenues rising year-over-year. Beating earnings estimates and Y/Y revenue growth signals robust financial performance, likely driving positive stock reaction and enhanced market confidence.

4

Plexus Corp. Q2 2026 earnings call summary details quarterly financial results, operational performance, and forward guidance. Quarterly earnings summaries provide critical financial data and outlook that significantly sway stock price and investor confidence.

29 Apr

4

Plexus Corp. (PLXS) Q2 earnings analyzed with key metrics compared to estimates. Q2 earnings metrics versus estimates signal financial health and drive significant shifts in investor sentiment and stock trajectory.

4

Plexus Corp. (PLXS) beat Q2 earnings and revenue estimates. Beating Q2 earnings and revenue estimates boosts investor confidence and stock performance significantly.

4

Plexus Corp. (NASDAQ:PLXS) reported better-than-expected sales for Q1 CY2026. Exceeding Q1 CY2026 sales expectations boosts investor sentiment and enhances short-to-medium-term stock performance.

4

Plexus Corp. (PLXS) announces planned transition of its Chief Financial Officer, with current CFO leaving for another opportunity and successor named effective immediately. CFO transition represents a major leadership change that could significantly influence financial strategy, reporting, and investor sentiment.

4

Plexus Corp. (PLXS) announced fiscal second quarter financial results. Quarterly financial results directly affect revenue, earnings, guidance, and stock price trajectory.

21 Apr

3

Plexus (PLXS) gained from significant momentum in the industrial segment. Significant momentum in the industrial segment positively influenced Plexus (PLXS) performance but remains limited to one area.

stockrow.com/PLXS · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com