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Plexus Corp.

Plexus Corp.

NASDAQ•PLXS
CEO: Mr. Todd P. Kelsey
Sector: Technology
Industry: Hardware, Equipment & Parts
Listing Date: 1986-02-05
Plexus Corp. provides electronic manufacturing services in the United States and internationally. It offers design, develop, supply chain, new product introduction, and manufacturing solutions, as well as sustaining services. The company serves the aerospace/defense, healthcare/life sciences, industrial/commercial, and communications market sectors. Plexus Corp. was founded in 1979 and is headquartered in Neenah, Wisconsin.
Contact Information
One Plexus Way, Neenah, WI, 54957, United States
920-969-6000
www.plexus.com
Market Cap
$4.06B
P/E (TTM)
23.4
68.5
Dividend Yield
--
52W High
$172.89
52W Low
$103.43
52W Range
68%
Rank29Top 12.7%
5.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q4 2025 Data

Revenue

$1.06B+0.74%
4-Quarter Trend

EPS

$1.91+25.66%
4-Quarter Trend

FCF

$97.20M-49.85%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Sales Modest Growth Net sales reached $4.03B USD, marking a 1.8% increase compared to fiscal 2024 results.
Operating Income Surges Operating income grew 20.7% to $202.4M USD, driven by improved gross margin performance.
Margin Expansion Achieved Gross margin improved 50 basis points to 10.1% due to a positive shift in customer mix.
Net Income Rises Sharply Net income increased 54.7% to $172.9M USD; diluted EPS reached $6.26 USD for the year.

Risk Factors

Customer Concentration Exposure Top ten customers accounted for 49.1% of net sales, posing risk if major accounts reduce commitments.
Component Supply Chain Volatility Reliance on limited suppliers creates risk from component shortages, delays, and increasing material costs.
International Operations Instability Multinational footprint exposes results to economic instability, geopolitical conflicts, and foreign currency fluctuations.
Regulatory Compliance Complexity Extensive government regulations across sectors require ongoing compliance investment and pose potential legal risks.

Outlook

Long-Term Financial Targets Primary long-term goal targets 9-12% compounded annual revenue growth and 15% Return on Invested Capital.
Capital Expenditure Forecast Management estimates capital expenditures for fiscal 2026 will range between $90.0M and $110.0M USD.
Shareholder Capital Return $85.0M authority remains available under the $100.0M 2026 share repurchase program as of period end.
Strategic Execution Pillars Strategy focuses on Market Focus, Superior Execution, Passion Meets Purpose, and Discipline by Design pillars.

Peer Comparison

Revenue (TTM)

Avnet, Inc.AVT
$22.50B
-2.3%
Insight Enterprises, Inc.NSIT
$8.27B
-6.7%
Plexus Corp.PLXS
$4.03B
+1.8%

Gross Margin (Latest Quarter)

SPS Commerce, Inc.SPSC
69.5%
+1.0pp
Vertex, Inc.VERX
63.1%
-1.7pp
DigitalOcean Holdings, Inc.DOCN
59.6%
-0.5pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
BMI$5.31B38.221.1%0.0%
ST$4.89B-188.3-0.9%45.3%
BDC$4.86B21.118.3%40.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.7%
Moderate Growth
4Q Net Income CAGR
11.3%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Jan 28, 2026
|
EPS:$1.77
|
Revenue:-
Reports
All Years

  • Form 10-K - FY 2025

    Period End: Sep 27, 2025|Filed: Nov 14, 2025|
    Revenue: $4.03B+1.8%
    |
    EPS: $6.39+56.6%
    Beat

  • Form 10-Q - Q3 2025

    Period End: Jun 28, 2025|Filed: Aug 1, 2025|
    Revenue: $1.02B+6.0%
    |
    EPS: $1.67+81.5%
    Meet

  • Form 10-Q - Q2 2025

    Period End: Mar 29, 2025|Filed: May 2, 2025|
    Revenue: $980.17M+1.4%
    |
    EPS: $1.44+144.1%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Dec 28, 2024|Filed: Jan 31, 2025|
    Revenue: $976.12M-0.7%
    |
    EPS: $1.38+30.2%
    Miss

  • Form 10-K - FY 2024

    Period End: Sep 28, 2024|Filed: Nov 15, 2024|
    Revenue: $3.96B-5.9%
    |
    EPS: $4.08-19.0%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Jun 29, 2024|Filed: Aug 2, 2024|
    Revenue: $960.75M-6.0%
    |
    EPS: $0.92+61.4%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Mar 30, 2024|Filed: May 3, 2024|
    Revenue: $966.90M-9.7%
    |
    EPS: $0.59-60.1%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Dec 30, 2023|Filed: Feb 2, 2024|
    Revenue: $982.61M-10.2%
    |
    EPS: $1.06-30.7%
    Meet