Tearsheet

Plexus (PLXS)

Market Price (6/16/2026): $294.94 | Market Cap: $7.9 BilSector: Information Technology | Industry: Electronic Manufacturing Services

Plexus (PLXS)

Market Price (6/16/2026): $294.94
Market Cap: $7.9 Bil
Sector: Information Technology
Industry: Electronic Manufacturing Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Low stock price volatility
Vol 12M is 39%

Megatrend and thematic drivers
Megatrends include Digital Health & Telemedicine, Automation & Robotics, and 5G & Advanced Connectivity. Themes include Remote Patient Monitoring, Show more.

Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%

Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 46x

Stock price has recently run up significantly
12M Rtn12 month market price return is 127%

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.5%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 92%

Key risks
PLXS key risks include [1] significant customer concentration and [2] tepid long-term revenue growth and weak profitability.

0	Low stock price volatility Vol 12M is 39%
1	Megatrend and thematic drivers Megatrends include Digital Health & Telemedicine, Automation & Robotics, and 5G & Advanced Connectivity. Themes include Remote Patient Monitoring, Show more.
2	Trading close to highs Dist 52W High is 0.0%, Dist 3Y High is 0.0%
3	Expensive valuation multiples P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 46x
4	Stock price has recently run up significantly 12M Rtn12 month market price return is 127%
5	Weak revenue growth Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.5%
6	Valuation getting more expensive P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 92%
7	Key risks PLXS key risks include [1] significant customer concentration and [2] tepid long-term revenue growth and weak profitability.

Valuation & Metrics

FYE: 9/27	Forward FYE		Now	Historical (CYE & TTM)
	2027	2026	6/16/26	2025	2024	2023	2022
Share Price			$294.94	$147.00	$156.48	$108.13	$102.93
Mkt Cap ($ Bil)			7.9	3.9	4.2	3.0	2.8
+ Debt ($ Bil)			0.3	0.2	0.2	0.5	0.5
- Cash ($ Bil)			0.3	0.2	0.3	0.2	0.2
TEV ($ Bil)			7.8	4.1	4.4	3.5	3.3
Valuation Ratios
P/S	1.5	1.7	1.8	1.0	1.1	0.7	0.7
P/EBIT	32.3	35.9	35.9	19.1	26.0	16.6	14.2
P/E	30.2	34.8	42.1	22.3	35.4	23.6	18.1
P/FCF	—	—	104.1	51.6	10.6	29.1	-36.7
Sector Ratios (* = sector average)
P/S *			3.3	3.4	3.5	3.0	2.6
P/EBIT *			5.7	4.0	1.6	-0.0	-0.2
P/E *			0.7	-0.0	-0.3	-0.3	-0.5
P/FCF *			10.1	11.5	14.9	12.8	8.2

FYE: 9/27	Forward FYE		Now
	2027	2026	6/16/26
Share Price			$294.94
Mkt Cap ($ Bil)			7.9
+ Debt ($ Bil)			0.3
- Cash ($ Bil)			0.3
TEV ($ Bil)			7.8
Valuation Ratios
P/S	1.5	1.7	1.8
P/EBIT	32.3	35.9	35.9
P/E	30.2	34.8	42.1
P/FCF	—	—	104.1
Sector Ratios (* = sector average)
P/S *			3.3
P/EBIT *			5.7
P/E *			0.7
P/FCF *			10.1

FYE: 9/27	PLXS [1]	S&P 500 [2]
REVENUE GROWTH
LTM Revenue [3]	$4.3 Bil	—
FY 2026 Sales	$4.7 Bil	—
FY 2027 Sales	$5.2 Bil	—
FY 2026 Sales Growth	9.6%	—
FY 2027 Sales Growth	11.0%	7.8%
EARNINGS
LTM Net Income (GAAP) [3]	$187.5 Mil	—
FY 2026 Net Income (Non-GAAP)	$227.0 Mil	—
FY 2027 Net Income (Non-GAAP)	$261.3 Mil	—
FY 2027 Net Income Growth	15.1%	14.6%
FY 2026 EPS (Non-GAAP)	$8.20	—
FY 2027 EPS (Non-GAAP)	$9.48	—
FY 2027 EPS Growth	15.6%	—
VALUATION
FY 2026 P/S	1.7	3.3
FY 2027 P/S	1.5	—
FY 2026 P/E	34.8	20.4
FY 2027 P/E	30.2	—

[1] PLXS forward figures are analyst consensus for the next two fiscal years (fiscal year end 9/27). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
[2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 6/30/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
[3] LTM = reported trailing-twelve-month actuals (GAAP).

	PLXS	S&P 500
REVENUE GROWTH	FAIR
Rev LTM ($ Bil)	4.3
Rev Chg Q	18.7%	8.8%
Rev Chg LTM	8.6%	7.4%
Rev Chg 3Y Avg	0.5%	5.8%
PROFITABILITY	VERY POOR
Op Inc LTM ($ Bil)	0.2
CFO LTM ($ Bil)	0.2
Net Inc LTM ($ Bil)	0.2
Op Mgn LTM	5.2%	18.4%
CFO/Rev LTM	4.0%	21.3%
Net Inc Mgn	4.4%	13.0%
VALUATION	HIGH
P/S	1.8	3.3
P/CFO	45.9	15.2
P/FCF	104.1	19.7
P/E	42.1	24.2
STABILITY	GOOD
Debt/Equity	0.03	0.21
Cash/Assets	0.09	0.07

AI Analysis | Feedback

Metric	Value	Date	Source
New Manufacturing Programs Won	28	10222025	Link
Annualized Revenue from New Manufacturing Programs Won	274 million	10222025	Link
Return on Invested Capital (ROIC)	14.6%	9272025	Link
Economic Return	570 basis points	9272025	Link
Paid Volunteer Hours	more than 32,000	10222025	Link
Waste to Landfill Reduction	more than 30%	10222025	Link
Number of Sites at Zero Waste to Landfill	8	10222025	Link
Donations to Global Non-profits	$1.4 million	10222025	Link
Cash Cycle	null	7232025	Link

Price Chart

No Events

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/11/2026

Plexus (PLXS) stock has gained about 50% since 2/28/2026 because of the following key factors:

1. Strong Fiscal Q2 2026 Earnings Beat and Record Revenue. Plexus reported robust financial results for its fiscal second quarter, which ended April 4, 2026. The company posted diluted earnings per share (EPS) of $2.05, surpassing the consensus estimate of $1.87 by $0.18. Additionally, quarterly revenue reached a record $1.164 billion, exceeding analyst expectations of $1.13 billion and representing an 18.7% increase year-over-year.

2. Upgraded Fiscal Q3 2026 Guidance and Full-Year Revenue Outlook. Building on its strong performance, Plexus provided optimistic guidance for its fiscal third quarter, ending July 4, 2026. The company projected revenue between $1.200 billion and $1.250 billion and non-GAAP diluted EPS of $2.02 to $2.18, both exceeding previous consensus estimates. Management also raised its full fiscal 2026 revenue growth forecast to "mid-teens or greater," signaling increased confidence in sustained growth throughout the year.

Show more

Holding a concentrated position? Know your true downside before the momentum shifts.

Protect Your Wealth →

Stock Movement Drivers

Fundamental Drivers

The 52.0% change in PLXS stock from 2/28/2026 to 6/15/2026 was primarily driven by a 43.2% change in the company's P/E Multiple.

(LTM values as of)	2282026	6152026	Change
Stock Price ($)	194.13	295.02	52.0%
Change Contribution By:
Total Revenues ($ Mil)	4,127	4,310	4.4%
Net Income Margin (%)	4.3%	4.4%	1.6%
P/E Multiple	29.4	42.1	43.2%
Shares Outstanding (Mil)	27	27	0.0%
Cumulative Contribution			52.0%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/15/2026

	Return	Correlation
PLXS	52.0%
Market (SPY)	10.3%	58.2%
Sector (XLK)	38.4%	61.3%

Fundamental Drivers

The 106.4% change in PLXS stock from 11/30/2025 to 6/15/2026 was primarily driven by a 89.2% change in the company's P/E Multiple.

(LTM values as of)	11302025	6152026	Change
Stock Price ($)	142.95	295.02	106.4%
Change Contribution By:
Total Revenues ($ Mil)	4,033	4,310	6.9%
Net Income Margin (%)	4.3%	4.4%	1.5%
P/E Multiple	22.2	42.1	89.2%
Shares Outstanding (Mil)	27	27	0.5%
Cumulative Contribution			106.4%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/15/2026

	Return	Correlation
PLXS	106.4%
Market (SPY)	11.1%	51.8%
Sector (XLK)	34.4%	51.7%

Fundamental Drivers

The 124.8% change in PLXS stock from 5/31/2025 to 6/15/2026 was primarily driven by a 68.8% change in the company's P/E Multiple.

(LTM values as of)	5312025	6152026	Change
Stock Price ($)	131.26	295.02	124.8%
Change Contribution By:
Total Revenues ($ Mil)	3,968	4,310	8.6%
Net Income Margin (%)	3.6%	4.4%	21.0%
P/E Multiple	24.9	42.1	68.8%
Shares Outstanding (Mil)	27	27	1.3%
Cumulative Contribution			124.8%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/15/2026

	Return	Correlation
PLXS	124.8%
Market (SPY)	29.5%	52.7%
Sector (XLK)	67.1%	51.0%

Fundamental Drivers

The 225.3% change in PLXS stock from 5/31/2023 to 6/15/2026 was primarily driven by a 186.9% change in the company's P/E Multiple.

(LTM values as of)	5312023	6152026	Change
Stock Price ($)	90.68	295.02	225.3%
Change Contribution By:
Total Revenues ($ Mil)	4,270	4,310	0.9%
Net Income Margin (%)	4.0%	4.4%	8.7%
P/E Multiple	14.7	42.1	186.9%
Shares Outstanding (Mil)	28	27	3.4%
Cumulative Contribution			225.3%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/15/2026

	Return	Correlation
PLXS	225.3%
Market (SPY)	87.7%	55.5%
Sector (XLK)	138.4%	52.7%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
PLXS Return	23%	7%	5%	45%	-6%	101%	277%
Peers Return	28%	11%	57%	83%	86%	86%	1312%
S&P 500 Return	27%	-19%	24%	23%	16%	9%	98%
Monthly Win Rates [3]
PLXS Win Rate	50%	50%	67%	58%	50%	83%
Peers Win Rate	58%	55%	60%	63%	60%	70%
S&P 500 Win Rate	75%	42%	67%	75%	67%	50%
Max Drawdowns [4]
PLXS Max Drawdown	-15%	-24%	-26%	-16%	-35%	-11%
Peers Max Drawdown	-20%	-26%	-24%	-25%	-37%	-20%
S&P 500 Max Drawdown	-5%	-25%	-10%	-8%	-19%	-9%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: JBL, FLEX, CLS, SANM, BHE. See PLXS Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/15/2026 (YTD)

Event	PLXS	S&P 500
2025 US Tariff Shock
% Loss	-20.8%	-18.8%
% Gain to Breakeven	26.3%	23.1%
Time to Breakeven	156 days	79 days
Summer-Fall 2023 Five Percent Yield Shock
% Loss	-14.7%	-9.5%
% Gain to Breakeven	17.2%	10.5%
Time to Breakeven	20 days	24 days
2023 SVB Regional Banking Crisis
% Loss	-15.0%	-6.7%
% Gain to Breakeven	17.7%	7.1%
Time to Breakeven	69 days	31 days
2022 Inflation Shock & Fed Tightening
% Loss	-23.7%	-24.5%
% Gain to Breakeven	31.1%	32.4%
Time to Breakeven	274 days	427 days
2020 COVID-19 Crash
% Loss	-49.4%	-33.7%
% Gain to Breakeven	97.7%	50.9%
Time to Breakeven	125 days	140 days
Q4 2018 Fed Policy Error / Growth Scare
% Loss	-16.1%	-19.2%
% Gain to Breakeven	19.3%	23.8%
Time to Breakeven	53 days	105 days

Compare to JBL, FLEX, CLS, SANM, BHE

In The Past

Plexus's stock fell -20.8% during the 2025 US Tariff Shock. Such a loss loss requires a 26.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

Event	PLXS	S&P 500
2025 US Tariff Shock
% Loss	-20.8%	-18.8%
% Gain to Breakeven	26.3%	23.1%
Time to Breakeven	156 days	79 days
2022 Inflation Shock & Fed Tightening
% Loss	-23.7%	-24.5%
% Gain to Breakeven	31.1%	32.4%
Time to Breakeven	274 days	427 days
2020 COVID-19 Crash
% Loss	-49.4%	-33.7%
% Gain to Breakeven	97.7%	50.9%
Time to Breakeven	125 days	140 days
2015-2016 China Devaluation / Global Growth Scare
% Loss	-23.2%	-12.2%
% Gain to Breakeven	30.3%	13.9%
Time to Breakeven	59 days	62 days
2014-2016 Oil Price Collapse
% Loss	-28.4%	-6.8%
% Gain to Breakeven	39.7%	7.3%
Time to Breakeven	93 days	15 days
2011 US Debt Ceiling Crisis & European Contagion
% Loss	-30.0%	-17.9%
% Gain to Breakeven	42.9%	21.8%
Time to Breakeven	95 days	123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
% Loss	-31.8%	-15.4%
% Gain to Breakeven	46.6%	18.2%
Time to Breakeven	1205 days	125 days
2008-2009 Global Financial Crisis
% Loss	-62.1%	-53.4%
% Gain to Breakeven	163.9%	114.4%
Time to Breakeven	219 days	1085 days

Compare to JBL, FLEX, CLS, SANM, BHE

In The Past

Plexus's stock fell -20.8% during the 2025 US Tariff Shock. Such a loss loss requires a 26.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Plexus (PLXS)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

Plexus Corp., together with its subsidiaries, provides electronic manufacturing services in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. It offers design and development, supply chain, new product introduction, and manufacturing solutions, as well as aftermarket services to companies in the healthcare/life sciences, industrial/commercial, aerospace/defense, and communications market sectors. Plexus Corp. was founded in 1979 and is headquartered in Neenah, Wisconsin.

AI Analysis | Feedback

Plexus is like a specialized Foxconn, building complex electronic products for medical, aerospace, and industrial companies.

Plexus is like the TSMC of complete electronic systems, designing and manufacturing intricate devices for other brands in sectors like healthcare and defense.

AI Analysis | Feedback

Design and Development Solutions: Provides engineering expertise to design and develop electronic products for clients.
Supply Chain Solutions: Manages the sourcing, procurement, and logistics of materials and components for electronic manufacturing.
New Product Introduction Solutions: Supports clients in bringing new electronic products to market, from prototyping to initial production.
Manufacturing Solutions: Offers contract manufacturing services for a wide range of electronic products.
Aftermarket Services: Provides post-production support including repairs, warranty management, and product lifecycle services.

AI Analysis | Feedback

Major Customers of Plexus Corp. (PLXS)

Plexus Corp. operates primarily as a business-to-business (B2B) service provider, offering electronic manufacturing services and solutions to other companies. Due to the highly competitive nature of the electronic manufacturing services (EMS) industry and standard confidentiality agreements with its clients, Plexus Corp. does not publicly disclose the specific names of its major customers in its financial filings or public communications.

However, the company specifies that its customer companies operate within the following key market sectors:

Healthcare/Life Sciences
Industrial/Commercial
Aerospace/Defense
Communications

Plexus focuses on serving market-leading companies within these sectors, providing comprehensive solutions for highly complex products, including design and development, supply chain management, new product introduction, manufacturing, and aftermarket services.

AI Analysis | Feedback

null

AI Analysis | Feedback

Todd Kelsey, President & Chief Executive Officer

Todd Kelsey joined Plexus in 1994 as a Design Engineer and has held numerous leadership roles within the company, including Executive Vice President and Chief Operating Officer, and Senior Vice President of Engineering Solutions, before assuming his current position as President and Chief Executive Officer in 2016. He has also served as an independent director of Steelcase Inc., a publicly traded company, since 2017, and chairs its Audit Committee.

Patrick Jermain, Executive Vice President & Chief Financial Officer

Patrick Jermain has served as Plexus' Chief Financial Officer since May 2014 and as Senior Vice President since 2015, also holding the role of Principal Accounting Officer. He joined Plexus in 2010 as Corporate Controller. Prior to joining Plexus, Mr. Jermain served as Principal Accounting Officer, Corporate Controller, and Assistant Treasurer of Paperweight Development Corp. and Appvion, Inc. He also held positions as Vice President of Finance for Banta Corporation's Book Group Division and Corporate Controller at Banta Corporation, and began his career in public accounting with Price Waterhouse.

Oliver Mihm, Executive Vice President & Chief Operating Officer

Oliver Mihm is the Executive Vice President and Chief Operating Officer at Plexus, responsible for overseeing global operations. He joined Plexus as an engineer and has held various leadership roles, including Senior Vice President of Global Engineering Solutions, Market Sector Vice President of Industrial/Commercial, and Regional President of EMEA.

Steven J. Frisch, President & Chief Strategy Officer

Steven J. Frisch was appointed President and Chief Strategy Officer in 2022. He joined Plexus in 1990 as a design engineer and has held multiple executive positions, including Executive Vice President and Chief Operating Officer, Executive Vice President and Chief Customer Officer, and Regional President of EMEA.

Angelo Ninivaggi, Executive Vice President, Chief Legal and Public Affairs Officer & Secretary

Angelo Ninivaggi joined Plexus in 2002 as Director of Legal Services. He has served as General Counsel, Corporate Compliance Officer, and Secretary since 2006, and was promoted to Chief Administrative Officer in 2013. Before his tenure at Plexus, he was Associate General Counsel of Micron Electronics, Inc. and Executive Vice President and General Counsel of MCMS Inc., and started his career at the law firm Weil, Gotshal & Manges.

AI Analysis | Feedback

The key risks to Plexus's business include: 1. **Supply Chain Disruptions and Component Shortages:** Plexus, operating within the electronics manufacturing services (EMS) industry, faces an inherent risk from component shortages and disruptions in its global supply chain. This can be caused by various factors, including labor shortages at suppliers. The availability and pricing of components, which range from standard to highly customized, are critical to Plexus's operations, and shortages have been a recurring issue for the company and the industry. 2. **Customer Concentration Risk:** A significant portion of Plexus Corp.'s revenue is concentrated among its top customers. Approximately 50% of its net sales are tied to its ten largest customers, exposing the company to considerable risk if there are order pushouts, contract delays, or changes in business relationships with these key clients. 3. **Competitive and Financial Performance Pressures:** The EMS industry is highly competitive, demanding continuous innovation and cost reduction from participants like Plexus Corp.. This competitive environment, coupled with rising costs, has led to a slight decrease in gross margin despite sales growth, indicating potential challenges in cost management. Furthermore, Plexus has experienced tepid long-term revenue growth, mediocre free cash flow margins, and declining returns on invested capital (ROIC) over recent years, which can limit reinvestment potential and impact shareholder returns.

AI Analysis | Feedback

null

AI Analysis | Feedback

Plexus (PLXS) operates in the electronic manufacturing services (EMS) sector, providing design, manufacturing, and aftermarket services to various markets.

Healthcare/Life Sciences: The global Electronic Manufacturing Services for Healthcare and Medical Devices Market was valued at USD 63.84 billion in 2026 and is projected to reach USD 89.97 billion by 2031, growing at a CAGR of 7.10%.
Aerospace/Defense: The global Aerospace and Defense Electronic Manufacturing Services Market was valued at approximately USD 68.1 billion in 2024 and is expected to grow to USD 69.8 billion in 2025.
Communications: The global telecom electronic manufacturing services market size was valued at USD 220.92 billion in 2025 and is projected to exceed USD 414.7 billion by 2035, with a CAGR of more than 6.5% between 2026 and 2035. Another report states the global market size for telecom electronic manufacturing services was USD 210.1 billion in 2023 and is expected to reach USD 430.1 billion by 2033.
Industrial/Commercial: Specific market size for the "Industrial/Commercial" segment within the electronic manufacturing services market is not clearly delineated in the provided search results with a specific monetary value. The industrial market ranks fourth in size for electronics product assembly globally.

AI Analysis | Feedback

Expected Drivers of Future Revenue Growth for Plexus (PLXS)

Plexus (PLXS) is positioned for future revenue growth over the next 2-3 years, driven by several key factors:

Strong Program Ramps and Market Share Gains: Plexus anticipates continued revenue growth through the successful ramping of new manufacturing programs and ongoing market share gains across all its market sectors. The company's strategic focus on delivering customer success and a robust pipeline of qualified manufacturing opportunities, including a diverse funnel of manufacturing opportunities and the third-largest engineering solutions funnel in its history, underpin this driver.
Increased Demand in Key End Markets: Growth is expected from strong market conditions and increased demand in specific sectors. Notably, the Healthcare/Life Sciences and Aerospace/Defense sectors are experiencing significant program ramps and strong year-over-year revenue growth. Additionally, improved demand in the semi-cap (semiconductor capital equipment) market is also anticipated to contribute to revenue expansion.
Expansion of Manufacturing Footprint and Advanced Capabilities: Plexus is actively investing in its operational infrastructure and technological capabilities to support future growth. This includes the expansion of its manufacturing footprint with new facilities in Malaysia and Thailand, which are expected to contribute significant revenue potential. Furthermore, ongoing investments in talent, technology, and advanced capabilities, such as automation and AI, aim to enhance operational efficiency and drive sustained revenue growth.
Robust Funnel of Qualified Opportunities: The company maintains a strong and diverse funnel of qualified manufacturing opportunities, which is consistently being replenished with new program wins. These new program awards, such as the 22 manufacturing program wins in fiscal Q1 2026 estimated to contribute $283 million in annualized revenues, provide a solid foundation for future top-line expansion as they fully ramp into production.

AI Analysis | Feedback

Share Repurchases

Plexus repurchased $65.0 million of its shares during fiscal year 2025.
As of the end of fiscal year 2025, $85.0 million remained available under a $100.0 million share repurchase authorization.
In the first quarter of fiscal year 2026, Plexus repurchased $22.4 million of stock, with $62.6 million remaining under authorization.

Share Issuance

Plexus's shares outstanding have generally declined, with 0.028 billion shares outstanding in 2025 and 0.029 billion in 2021, indicating net repurchases rather than significant issuance.

Capital Expenditures

Capital expenditures for fiscal year 2025 were $95.2 million.
Plexus's capital expenditures were $95 million in 2024, $104 million in 2023, $102 million in 2022, and $57 million in 2021.
The company anticipates robust fiscal 2026 free cash flow of approximately $100 million and expects increased investments to support future revenue growth and operational efficiency initiatives.

Interactive Breakdown

null

null

Better Bets vs. Plexus (PLXS)

INDUSTRY: Electronic Manufacturing Services

Higher Rev Chg 3Y Avg | Lower P/S (Values for PLXS: 0.5% | 1.8x)

SANM (10.8% | 1.2x)

Sanmina

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for PLXS: 0.5% | 35.4x)

TEL (4.7% | 16.7x)

TE Connectivity

SANM (10.8% | 25.2x)

Sanmina

Higher Rev Chg LTM (Value for PLXS: 8.6%)

SANM (44.5%)

Sanmina

FN (29.8%)

Fabrinet

TTMI (23.1%)

TTM Technologies

JBL (19.0%)

Jabil

TEL (16.7%)

TE Connectivity

Higher Rev Chg 3Y Avg (Value for PLXS: 0.5%)

FN (18.3%)

Fabrinet

SANM (10.8%)

Sanmina

TTMI (8.9%)

TTM Technologies

TEL (4.7%)

TE Connectivity

Higher Op Mgn LTM (Value for PLXS: 5.2%)

TEL (20.2%)

TE Connectivity

CTS (16.2%)

CTS

FN (9.9%)

Fabrinet

TTMI (9.3%)

TTM Technologies

FLEX (5.2%)

Flex

Higher CFO/Rev LTM (Value for PLXS: 4.0%)

TEL (23.6%)

TE Connectivity

TTMI (10.4%)

TTM Technologies

FN (6.1%)

Fabrinet

FLEX (6.0%)

Flex

JBL (5.3%)

Jabil

Higher FCF/Rev LTM (Value for PLXS: 1.8%)

TEL (18.1%)

TE Connectivity

SANM (6.5%)

Sanmina

JBL (3.9%)

Jabil

FLEX (3.8%)

Flex

BHE (3.2%)

Benchmark Electronics

Higher Total Yield (Value for PLXS: 2.4%)

TEL (5.9%)

TE Connectivity

CTS (3.9%)

CTS

SECTOR: Information Technology

Higher Rev Chg 3Y Avg | Lower P/S (Values for PLXS: 0.5% | 1.8x)

ACN (4.5% | 1.4x)

Accenture

HPE (10.0% | 1.7x)

Hewlett Packard Enterprise

CTSH (3.4% | 1.1x)

Cognizant Technology Solutions

SNX (2.0% | 0.3x)

TD Synnex

HPQ (0.9% | 0.4x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for PLXS: 0.5% | 35.4x)

NVDA (121.7% | 31.8x)

NVIDIA

AAPL (5.6% | 29.5x)

Apple

MSFT (15.3% | 19.9x)

Microsoft

ORCL (10.2% | 26.8x)

Oracle

CSCO (3.5% | 33.0x)

Cisco Systems

Higher Rev Chg LTM (Value for PLXS: 8.6%)

MU (85.5%)

Micron Technology

NVDA (70.7%)

NVIDIA

AVGO (32.3%)

Broadcom

MSFT (17.9%)

Microsoft

AAPL (12.8%)

Apple

Higher Rev Chg 3Y Avg (Value for PLXS: 0.5%)

NVDA (121.7%)

NVIDIA

MU (45.3%)

Micron Technology

AVGO (29.3%)

Broadcom

MSFT (15.3%)

Microsoft

AAPL (5.6%)

Apple

Higher Op Mgn LTM (Value for PLXS: 5.2%)

NVDA (64.0%)

NVIDIA

MU (48.4%)

Micron Technology

MSFT (46.8%)

Microsoft

AVGO (44.1%)

Broadcom

AAPL (32.6%)

Apple

Higher CFO/Rev LTM (Value for PLXS: 4.0%)

MSFT (53.5%)

Microsoft

MU (52.7%)

Micron Technology

NVDA (49.6%)

NVIDIA

AVGO (44.6%)

Broadcom

AAPL (31.1%)

Apple

Higher FCF/Rev LTM (Value for PLXS: 1.8%)

NVDA (47.0%)

NVIDIA

AVGO (43.4%)

Broadcom

AAPL (28.6%)

Apple

MSFT (22.9%)

Microsoft

MU (17.7%)

Micron Technology

Higher Total Yield (Value for PLXS: 2.4%)

MSFT (5.1%)

Microsoft

ORCL (4.0%)

Oracle

CSCO (3.9%)

Cisco Systems

AAPL (3.2%)

Apple

NVDA (3.1%)

NVIDIA

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for PLXS: 0.5% | 1.8x)

WMT (5.3% | 1.3x)

Walmart

COST (7.6% | 1.5x)

Costco Wholesale

UNH (10.2% | 0.8x)

UnitedHealth

VZ (0.7% | 1.4x)

Verizon Communications

T (1.3% | 1.3x)

AT&T

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for PLXS: 0.5% | 35.4x)

GOOGL (14.1% | 32.4x)

Alphabet

AMZN (12.3% | 30.9x)

Amazon.com

META (22.4% | 17.0x)

Meta Platforms

LLY (37.9% | 29.6x)

Eli Lilly

WMT (5.3% | 31.9x)

Walmart

Higher Rev Chg LTM (Value for PLXS: 8.6%)

LLY (47.4%)

Eli Lilly

META (26.2%)

Meta Platforms

GOOGL (17.5%)

Alphabet

V (14.4%)

Visa

AMZN (14.2%)

Amazon.com

Higher Rev Chg 3Y Avg (Value for PLXS: 0.5%)

META (22.4%)

Meta Platforms

BRK-B (15.3%)

Berkshire Hathaway

GOOGL (14.1%)

Alphabet

AMZN (12.3%)

Amazon.com

TSLA (4.5%)

Tesla

Higher Op Mgn LTM (Value for PLXS: 5.2%)

LLY (47.3%)

Eli Lilly

META (41.2%)

Meta Platforms

GOOGL (32.7%)

Alphabet

AMZN (11.5%)

Amazon.com

TSLA (5.4%)

Tesla

Higher CFO/Rev LTM (Value for PLXS: 4.0%)

META (57.7%)

Meta Platforms

GOOGL (41.3%)

Alphabet

AMZN (20.0%)

Amazon.com

TSLA (16.9%)

Tesla

BRK-B (10.9%)

Berkshire Hathaway

Higher FCF/Rev LTM (Value for PLXS: 1.8%)

META (22.4%)

Meta Platforms

GOOGL (15.2%)

Alphabet

LLY (14.4%)

Eli Lilly

TSLA (7.2%)

Tesla

BRK-B (5.7%)

Berkshire Hathaway

Higher Total Yield (Value for PLXS: 2.4%)

BRK-B (6.8%)

Berkshire Hathaway

META (5.0%)

Meta Platforms

GOOGL (3.8%)

Alphabet

AMZN (3.4%)

Amazon.com

LLY (3.1%)

Eli Lilly

Best Bets in Information Technology

What You Pay

P/EBIT (Value for PLXS: 35.9x)

APP (36.7x)

AppLovin

VRSN (21.5x)

VeriSign

NVDA (27.2x)

NVIDIA

QLYS (17.7x)

Qualys

ADEA (18.3x)

Adeia

IDCC (16.3x)

InterDigital

YOU (24.4x)

Clear Secure

GEN (7.1x)

Gen Digital

ADBE (8.9x)

Adobe

FICO (24.3x)

Fair Isaac

P/E (Value for PLXS: 42.1x)

APP (44.3x)

AppLovin

VRSN (29.7x)

VeriSign

NVDA (32.3x)

NVIDIA

QLYS (20.3x)

Qualys

ADEA (29.0x)

Adeia

IDCC (20.3x)

InterDigital

YOU (41.9x)

Clear Secure

GEN (15.1x)

Gen Digital

ADBE (11.5x)

Adobe

FICO (36.8x)

Fair Isaac

What You Get

Rev Chg 3Y Avg (Value for PLXS: 0.5%)

APP (37.0%)

AppLovin

VRSN (5.3%)

VeriSign

NVDA (121.7%)

NVIDIA

QLYS (10.6%)

Qualys

ADEA (4.4%)

Adeia

IDCC (14.8%)

InterDigital

YOU (25.6%)

Clear Secure

GEN (15.1%)

Gen Digital

ADBE (11.0%)

Adobe

FICO (16.7%)

Fair Isaac

Rev Chg LTM (Value for PLXS: 8.6%)

APP (66.4%)

AppLovin

VRSN (6.8%)

VeriSign

NVDA (70.7%)

NVIDIA

QLYS (10.2%)

Qualys

ADEA (21.1%)

Adeia

IDCC (1.6%)

InterDigital

YOU (17.4%)

Clear Secure

GEN (27.1%)

Gen Digital

ADBE (11.5%)

Adobe

FICO (22.6%)

Fair Isaac

Rev Chg Q (Value for PLXS: 18.7%)

APP (59.0%)

AppLovin

VRSN (6.6%)

VeriSign

NVDA (85.2%)

NVIDIA

QLYS (9.8%)

Qualys

ADEA (19.5%)

Adeia

IDCC (-2.4%)

InterDigital

YOU (19.7%)

Clear Secure

GEN (27.0%)

Gen Digital

ADBE (12.7%)

Adobe

FICO (38.7%)

Fair Isaac

FCF/Rev 3Y Avg (Value for PLXS: 4.3%)

APP (64.1%)

AppLovin

VRSN (57.7%)

VeriSign

NVDA (48.3%)

NVIDIA

QLYS (42.9%)

Qualys

ADEA (40.3%)

Adeia

IDCC (39.5%)

InterDigital

YOU (39.2%)

Clear Secure

GEN (38.3%)

Gen Digital

ADBE (37.9%)

Adobe

FICO (34.8%)

Fair Isaac

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 24%, alpha of 2.9%, and sharpe of 1.04

Latest Trefis Analyses

	Title	Date
0	DASHBOARDS
1	Plexus Stock (+7.5%): Post-Earnings Drift Ignites Institutional Chase	01/14/2026
2	Plexus Earnings Notes	12/29/2026
3	With Plexus Stock Surging, Have You Considered The Downside?	10/17/2025
4	Plexus vs Johnson & Johnson: Which Is A Better Investment?	08/18/2025
5	Better Bet Than PLXS Stock: Pay Less Than Plexus To Get More From DIS, FI	08/12/2025
6	Better Bet Than PLXS Stock: Pay Less Than Plexus To Get More From FSLR, GEN	08/12/2025
7	PLXS Dip Buy Analysis	07/10/2025

	Title
0	ARTICLES

Trade Ideas

Select ideas related to PLXS.

null

Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
NTLA	Intellia Therapeutics	1.8	23.2%	66.0%
BRUN	Boost Run	1.8	21.2%	78.6%
WDC	Western Digital	223.5	16.1%	279.6%
MVST	Microvast	0.4	14.2%	-53.9%
MRAM	Everspin Technologies	0.6	14.1%	200.1%
AXTI	AXT	5.9	14.0%	577.3%
GPGI	GPGI	3.9	13.8%	-24.4%
WOLF	Wolfspeed	1.9	13.8%	182.0%
OUST	Ouster	2.8	13.5%	108.8%
AAOI	Applied Optoelectronics	14.6	13.3%	449.5%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
BAND	Bandwidth	1.7	-19.1%	241.9%
FOXA	Fox	23.2	-16.8%	-24.7%
WTI	W&T Offshore	0.5	-16.5%	109.1%
FOX	Fox	21.2	-15.2%	-22.6%
LRN	Stride	3.5	-14.5%	28.7%
MH	McGraw Hill	2.0	-12.5%	-37.6%
KOS	Kosmos Energy	1.3	-11.5%	179.9%
METCB	Ramaco Resources	0.6	-10.9%	-13.4%
FISV	Fiserv	25.6	-10.9%	-28.7%
CENX	Century Aluminum	5.4	-10.9%	39.2%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
VELO	Velo3D	0.5	42.3%	68.0%
NUVL	Nuvalent	9.7	39.4%	22.6%
PAYO	Payoneer Global	2.4	36.8%	25.1%
VECO	Veeco Instruments	5.0	36.0%	190.6%
UCTT	Ultra Clean	5.1	35.3%	348.3%
PGEN	Precigen	1.7	34.5%	14.8%
MBX	MBX Biosciences	1.8	34.4%	23.6%
ICHR	Ichor	3.1	34.0%	385.5%
FRMI	Fermi	4.7	31.2%	-6.5%
RXT	Rackspace Technology	1.4	31.2%	509.2%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
SMCI	Super Micro Computer	18.5	-29.9%	5.4%
SWMR	Swarmer	0.7	-27.0%	35.4%
PCT	PureCycle Technologies	1.6	-26.8%	2.4%
BAND	Bandwidth	1.7	-23.3%	241.9%
NRGV	Energy Vault	0.7	-20.5%	-10.8%
RDW	Redwire	2.9	-20.1%	95.1%
SAIL	SailPoint	7.9	-19.7%	-29.8%
DAN	Dana	3.2	-19.6%	24.9%
BLDP	Ballard Power Systems	1.3	-19.4%	63.8%
SOC	Sable Offshore	1.5	-19.2%	17.5%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
NVRI	Enviri	1.7	278.6%	317.1%
APPS	Digital Turbine	1.1	133.5%	96.6%
HYLN	Hyliion	1.3	100.8%	302.7%
REPL	Replimune	0.8	81.7%	-7.8%
ALAB	Astera Labs	66.4	70.2%	134.0%
AMC	AMC Entertainment	1.2	70.1%	46.2%
MRVL	Marvell Technology	265.9	69.2%	263.9%
VSH	Vishay Intertechnology	8.7	67.7%	342.3%
GENI	Genius Sports	1.9	65.1%	-37.7%
DELL	Dell Technologies	270.0	65.0%	226.4%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
ADCT	ADC Therapeutics	0.2	-68.8%	-70.3%
VRRM	Verra Mobility	0.8	-62.4%	-77.8%
FULC	Fulcrum Therapeutics	0.3	-50.6%	-69.0%
BTGO	BitGo	0.6	-43.3%	-69.8%
CD	Chaince Digital	0.3	-37.4%	-4.6%
PLAB	Photronics	1.9	-37.1%	2.3%
CELC	Celcuity	4.8	-34.5%	-11.5%
JBIO	Jade Biosciences	0.9	-33.3%	4.3%
NRGV	Energy Vault	0.7	-33.1%	-10.8%
FIGR	Figure Technology Solutions	6.3	-32.9%	-29.0%

Peer Comparisons

Peers to compare with:

Financials

	PLXS	JBL	FLEX	CLS	SANM	BHE	Median
Name	Plexus	Jabil	Flex	Celestica	Sanmina	Benchmar.
Mkt Price	295.02	385.63	149.22	403.45	259.82	91.31	277.42
Mkt Cap	7.9	40.9	54.9	46.4	14.1	3.3	27.5
Rev LTM	4,310	32,667	27,914	13,789	11,341	2,705	12,565
Op Inc LTM	223	1,617	1,447	1,205	560	108	883
FCF LTM	76	1,275	1,052	492	734	87	613
FCF 3Y Avg	172	1,134	972	350	393	143	371
CFO LTM	172	1,728	1,685	886	977	139	931
CFO 3Y Avg	269	1,748	1,505	581	557	186	569

Growth & Margins

	PLXS	JBL	FLEX	CLS	SANM	BHE	Median
Name	Plexus	Jabil	Flex	Celestica	Sanmina	Benchmar.
Rev Chg LTM	8.6%	19.0%	8.1%	36.7%	44.5%	3.5%	13.8%
Rev Chg 3Y Avg	0.5%	-1.4%	-0.5%	22.9%	10.8%	-2.7%	0.0%
Rev Chg Q	18.7%	23.1%	16.9%	52.8%	102.3%	7.2%	20.9%
QoQ Delta Rev Chg LTM	4.4%	5.0%	4.0%	11.3%	21.8%	1.7%	4.7%
Op Inc Chg LTM	10.0%	27.6%	22.1%	94.2%	55.9%	-1.8%	24.9%
Op Inc Chg 3Y Avg	0.2%	4.0%	14.5%	58.5%	11.5%	2.3%	7.8%
Op Mgn LTM	5.2%	4.9%	5.2%	8.7%	4.9%	4.0%	5.1%
Op Mgn 3Y Avg	5.0%	4.8%	4.4%	6.6%	4.8%	4.2%	4.8%
QoQ Delta Op Mgn LTM	0.1%	0.0%	0.1%	0.1%	0.4%	0.0%	0.1%
CFO/Rev LTM	4.0%	5.3%	6.0%	6.4%	8.6%	5.2%	5.7%
CFO/Rev 3Y Avg	6.7%	5.7%	5.6%	5.2%	5.8%	6.8%	5.8%
FCF/Rev LTM	1.8%	3.9%	3.8%	3.6%	6.5%	3.2%	3.7%
FCF/Rev 3Y Avg	4.3%	3.7%	3.6%	3.2%	4.0%	5.3%	3.9%

Valuation

	PLXS	JBL	FLEX	CLS	SANM	BHE	Median
Name	Plexus	Jabil	Flex	Celestica	Sanmina	Benchmar.
Mkt Cap	7.9	40.9	54.9	46.4	14.1	3.3	27.5
P/S	1.8	1.3	2.0	3.4	1.2	1.2	1.5
P/Op Inc	35.4	25.3	37.9	38.5	25.2	30.2	32.8
P/EBIT	35.9	33.0	40.4	39.3	33.3	36.3	36.1
P/E	42.1	50.5	62.4	48.4	54.4	95.4	52.5
P/CFO	45.9	23.7	32.6	52.4	14.4	23.4	28.1
Total Yield	2.4%	2.0%	1.6%	2.1%	1.8%	1.0%	1.9%
Dividend Yield	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
FCF Yield 3Y Avg	5.0%	6.0%	6.5%	3.1%	7.3%	11.2%	6.3%
D/E	0.0	0.1	0.1	0.0	0.2	0.1	0.1
Net D/E	-0.0	0.1	0.0	0.0	0.0	-0.0	0.0

Returns

	PLXS	JBL	FLEX	CLS	SANM	BHE	Median
Name	Plexus	Jabil	Flex	Celestica	Sanmina	Benchmar.
1M Rtn	14.2%	13.5%	8.2%	12.5%	10.4%	7.5%	11.5%
3M Rtn	51.7%	49.5%	131.5%	49.1%	110.1%	69.1%	60.4%
6M Rtn	84.7%	74.4%	120.1%	33.2%	64.3%	94.8%	79.6%
12M Rtn	126.6%	119.6%	246.0%	221.9%	201.0%	148.5%	174.7%
3Y Rtn	206.8%	268.3%	659.1%	2,733.2%	344.1%	282.4%	313.2%
1M Excs Rtn	11.8%	8.1%	3.2%	5.0%	6.6%	4.2%	5.8%
3M Excs Rtn	39.0%	36.7%	118.8%	36.4%	97.3%	56.3%	47.7%
6M Excs Rtn	67.3%	55.2%	100.7%	5.3%	37.6%	77.6%	61.3%
12M Excs Rtn	96.2%	90.7%	217.5%	183.7%	172.1%	118.2%	145.1%
3Y Excs Rtn	134.4%	236.1%	594.1%	2,961.3%	293.7%	215.4%	264.9%

Comparison Analyses

	Title
0	PLXS Looks Stronger Than FLEX With -0.7% Return Potential
1	PLXS Could Deliver -0.8% Returns And Outperform JBL
2	Plexus vs. Cannae Holdings: Similar Market Cap, But Cannae Holdings Is A Better Bet
3	Plexus vs. Bottomline Technologies: Similar Market Cap, But Bottomline Technologies Is A Better Bet
4	Plexus vs Boise Cascade, L.L.C.: Similar Market Cap; Which Stock Is A Better Bet?
5	Plexus vs SPX: Similar Market Cap; Which Stock Is A Better Bet?
6	Plexus vs Fortinet: Similar Revenue; Which Stock Is A Better Bet?
7	Plexus vs Snap: Similar Revenue; Which Stock Is A Better Bet?
8	Plexus vs Wayfair: Similar Income; Which Stock Is A Better Bet?
9	Plexus vs Enphase Energy: Similar Income; Which Stock Is A Better Bet?

FDIC Bank Data

Bank Capital

null

Bank Deposits

null

Bank Assets

null

Bank Loans

null

FDA Approved Drugs Data

Expand for Morenull

Financials

Annual
Quarterly

$ Mil \| FY: 9/27	LTM	2025	2024	2023	2022	2021	2020
Period End	4/4/2026	9/27/2025	9/28/2024	9/30/2023	10/1/2022	10/2/2021	10/3/2020
Filing Date	5/7/2026	11/14/2025	11/15/2024	11/17/2023	11/18/2022	11/19/2021	11/20/2020
Key Financials
Total Revenue	4,310	4,033	3,961	4,210	3,811	3,369	3,390
Gross Profit	433	407	379	395	347	323	313
EBITDA	297	277	236	262	237	236	208
Operating Income	223	207	188	219	180	180	159
Net Income	188	173	112	139	138	139	117
EPS	6.98	6.39	4.08	5.04	4.96	4.86	4.02
Growth Rates
Total Revenue Growth	8.6%	1.8%	-5.9%	10.5%	13.1%	-0.6%	7.1%
EBITDA Growth	13.3%	17.4%	-9.9%	10.8%	0.5%	13.2%	9.0%
Operating Income Growth	10.0%	10.1%	-14.1%	21.5%	0.4%	12.6%	10.9%
Net Income Growth	31.4%	54.6%	-19.6%	0.6%	-0.5%	18.2%	8.2%
Margins
Gross Margin	10.1%	10.1%	9.6%	9.4%	9.1%	9.6%	9.2%
EBITDA Margin	6.9%	6.9%	6.0%	6.2%	6.2%	7.0%	6.1%
Operating Income Margin	5.2%	5.1%	4.7%	5.2%	4.7%	5.3%	4.7%
Net Income Margin	4.4%	4.3%	2.8%	3.3%	3.6%	4.1%	3.5%
Cash & Debt
Total Cash	303	306	345	256	275	270	386
Total Debt	260	167	280	470	495	291	372
Net Debt / (Cash)	-43	-139	-66	213	221	21	-14
Cash Flows & CapEx
Net Cash from Operations	172	249	437	166	-26	143	210
Total CapEx	-96	-95	-95	-104	-102	-57	-50
Free Cash from Operations	76	154	341	62	-128	85	160
Returns to Shareholders
Dividends	0	-0	-0	-0	-0	-0	-0
Share Repurchases	83	65	56	41	50	108	41

$ Mil \| FY: 9/27	2026Q2	2026Q1	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3
Period End	4/4/2026	1/3/2026	9/27/2025	6/28/2025	3/29/2025	12/28/2024	9/28/2024	6/29/2024	3/30/2024	12/30/2023	9/30/2023	7/1/2023
Filing Date	5/7/2026	2/5/2026	11/14/2025	8/1/2025	5/2/2025	1/31/2025	11/15/2024	8/2/2024	5/3/2024	2/2/2024	11/17/2023	8/4/2023
Key Financials Quarterly
Total Revenue	1,164	1,070	1,058	1,018	980	976	1,051	961	967	983	1,024	1,022
Ebitda	81	73	71	72	68	66	71	57	47	62	73	44
Operating Income	62	54	53	54	49	52	54	48	41	45	53	51
Net Income	50	41	51	45	39	37	41	25	16	29	40	16
EPS	1.86	1.54	1.91	1.67	1.44	1.38	1.52	0.92	0.59	1.06	1.47	0.57
Key Financials TTM
Total Revenue TTM	4,310	4,127	4,033	4,025	3,968	3,954	3,961	3,934	3,995	4,099	4,210	4,310
Ebitda TTM	297	284	277	277	262	241	236	239	225	251	262	268
Operating Income TTM	223	210	207	208	203	194	188	187	190	207	219	228
Net Income TTM	188	177	173	163	143	120	112	111	102	126	139	149
Growth Rates Quarterly
Total Revenue Growth	18.7%	9.6%	0.7%	6.0%	1.4%	-0.7%	2.6%	-6.0%	-9.7%	-10.2%	-8.9%	4.1%
EBITDA Growth	19.0%	10.1%	1.1%	25.2%	45.1%	7.9%	-3.2%	31.9%	-36.3%	-15.2%	-6.9%	-31.0%
Operating Income Growth	26.7%	5.7%	-1.4%	10.6%	20.4%	14.1%	1.0%	-5.5%	-28.9%	-21.2%	-14.4%	3.5%
Net Income Growth	27.5%	10.5%	24.8%	79.5%	140.6%	27.6%	2.4%	59.1%	-60.2%	-30.8%	-20.2%	-57.9%
Margins Quarterly
EBITDA Margin	6.9%	6.8%	6.7%	7.1%	6.9%	6.8%	6.7%	6.0%	4.8%	6.3%	7.1%	4.3%
Operating Income Margin	5.3%	5.1%	5.0%	5.3%	5.0%	5.3%	5.1%	5.0%	4.2%	4.6%	5.2%	5.0%
Net Income Margin	4.3%	3.8%	4.9%	4.4%	4.0%	3.8%	3.9%	2.6%	1.7%	3.0%	3.9%	1.5%
Cash & Debt
Total Cash	303	249	306	238	311	317	345	270	265	232	256	253
Total Debt	260	185	167	174	242	246	280	381	472	479	470	533
Net Debt / (Cash)	-43	-64	-139	-63	-68	-71	-66	111	207	247	213	280
Cash Flows Quarterly
FCF from Operations	28	-15	132	27	37	54	220	132	88	-3	90	19
Cash Flows TTM
FCF from Operations TTM	172	180	249	337	442	493	437	306	193	212	166	76
Returns to Shareholders Quarterly
Dividends	0	0	0	0	0	0	0	0	0	0	0	0
Share Repurchases	21	22	22	18	13	13	20	19	18	-0	4	14
Return on Invested Capital (ROIC) Quarterly
ROIC	-	-	-	-	-	-	-	145.0%	67.1%	61.3%	86.8%	66.7%
Return on Invested Capital (ROIC) TTM
ROIC TTM	-	-	-	-	-	-	-	143.5%	79.4%	72.0%	88.6%	70.9%

Segment Financials

Revenue by Segment

$ Mil	2025	2024	2023	2022	2021
Single Segment	4,033	3,961	4,210	3,811	3,369
Total	4,033	3,961	4,210	3,811	3,369

Operating Income by Segment

$ Mil	2015	2014	2013	2012
APAC	160	136	116	102
AMER	69	75	71	91
EMEA	-8	-12	-3	-2
Corporate and other costs	-105	-98	-87
Corporate				-87
Total	115	101	97	104

Assets by Segment

$ Mil	2015	2014	2013	2012
APAC	1,012	881	829	772
AMER	573	521	423	401
EMEA	128	136	112	88
Corporate and other costs	-11	70	84
Corporate				147
Total	1,702	1,609	1,448	1,408

Price Behavior

Price Behavior

Market Price	$295.02
Market Cap ($ Bil)	7.9
First Trading Date	03/26/1990
Distance from 52W High	0.0%
	50 Days	200 Days
DMA Price	$256.36	$187.13
DMA Trend	up	up
Distance from DMA	15.1%	57.7%
	3M	1YR
Volatility	41.3%	39.6%
Downside Capture	75.61	107.57
Upside Capture	186.14	172.64
Correlation (SPY)	57.1%	53.5%

PLXS Betas & Captures as of 5/31/2026

	1M	2M	3M	6M	1Y	3Y
Beta	1.93	1.26	1.62	1.62	1.70	1.24
Up Beta	-0.61	1.19	1.46	1.45	1.77	1.26
Down Beta	0.62	2.08	2.64	2.52	2.42	1.31
Up Capture	246%	163%	202%	251%	226%	214%
Bmk +ve Days	13	28	36	67	141	432
Stock +ve Days	10	25	38	75	137	406
Down Capture	398%	51%	96%	73%	111%	103%
Bmk -ve Days	7	13	27	57	109	318
Stock -ve Days	10	16	25	49	111	343

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Based On 1-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with PLXS
PLXS	125.2%	39.6%	2.15	-
Sector ETF (XLK)	59.3%	22.8%	1.96	50.9%
Equity (SPY)	26.6%	12.4%	1.62	52.7%
Gold (GLD)	27.1%	27.5%	0.86	16.6%
Commodities (DBC)	28.6%	19.1%	1.19	-7.8%
Real Estate (VNQ)	12.2%	13.5%	0.60	29.1%
Bitcoin (BTCUSD)	-40.1%	42.2%	-1.10	24.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with PLXS
PLXS	25.1%	32.6%	0.74	-
Sector ETF (XLK)	23.3%	25.2%	0.81	52.3%
Equity (SPY)	13.9%	17.1%	0.63	55.0%
Gold (GLD)	17.5%	18.2%	0.78	11.4%
Commodities (DBC)	7.9%	19.4%	0.30	12.4%
Real Estate (VNQ)	2.5%	18.8%	0.03	39.4%
Bitcoin (BTCUSD)	13.7%	54.4%	0.44	20.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 10-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with PLXS
PLXS	21.0%	32.6%	0.66	-
Sector ETF (XLK)	25.5%	24.6%	0.93	53.0%
Equity (SPY)	15.4%	18.0%	0.73	57.7%
Gold (GLD)	12.8%	16.1%	0.66	7.0%
Commodities (DBC)	6.4%	18.0%	0.28	20.8%
Real Estate (VNQ)	5.7%	20.7%	0.24	43.5%
Bitcoin (BTCUSD)	59.8%	66.8%	1.00	16.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date	5292026
Short Interest: Shares Quantity	0.9 Mil
Short Interest: % Change Since 5152026	-14.0%
Average Daily Volume	0.2 Mil
Days-to-Cover Short Interest	3.7 days
Basic Shares Quantity	26.8 Mil
Short % of Basic Shares	3.3%

Returns Analyses

	Title
0	With Plexus Stock Surging, Have You Considered The Downside?
1	Plexus Stock Return Comparison
2	Plexus (PLXS) Stock Return: AI Predicts PLXS Average and Excess Return After a Fall or Rise

Earnings Returns History

Updated 6/2/2026

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
4/29/2026	-0.0%	5.8%	7.1%
1/28/2026	9.3%	8.5%	7.3%
10/22/2025	2.6%	-4.5%	-9.1%
7/23/2025	-11.6%	-4.5%	-2.5%
4/23/2025	-1.4%	-3.7%	2.6%
1/22/2025	-10.1%	-15.9%	-19.4%
10/23/2024	6.9%	8.1%	17.7%
7/24/2024	11.6%	10.3%	6.8%
...
SUMMARY STATS
# Positive	9	13	15
# Negative	15	11	9
Median Positive	6.4%	5.8%	7.1%
Median Negative	-3.8%	-4.5%	-3.4%
Max Positive	11.6%	12.8%	19.7%
Max Negative	-17.1%	-15.9%	-19.4%

	Forward Returns
4/29/2026	-0.0%	5.8%	7.1%
1/28/2026	9.3%	8.5%	7.3%
10/22/2025	2.6%	-4.5%	-9.1%
7/23/2025	-11.6%	-4.5%	-2.5%
4/23/2025	-1.4%	-3.7%	2.6%
1/22/2025	-10.1%	-15.9%	-19.4%
10/23/2024	6.9%	8.1%	17.7%
7/24/2024	11.6%	10.3%	6.8%
4/24/2024	3.6%	6.9%	16.5%
1/24/2024	-4.3%	-4.0%	-3.4%
10/25/2023	7.6%	12.8%	19.7%
7/26/2023	-3.5%	-4.7%	-2.6%
4/26/2023	-0.5%	-1.6%	2.0%
1/25/2023	-17.1%	-11.8%	-15.1%
10/26/2022	-0.7%	3.7%	12.3%
7/27/2022	2.7%	5.4%	9.0%
4/27/2022	6.4%	8.9%	6.4%
1/26/2022	-5.8%	-0.8%	3.1%
10/27/2021	-6.2%	-0.7%	-8.0%
7/21/2021	-2.7%	0.2%	-1.9%
4/21/2021	-3.8%	0.1%	6.3%
1/20/2021	-5.6%	-10.0%	-1.5%
10/28/2020	-1.1%	1.7%	11.2%
7/22/2020	4.5%	1.7%	5.2%
SUMMARY STATS
# Positive	9	13	15
# Negative	15	11	9
Median Positive	6.4%	5.8%	7.1%
Median Negative	-3.8%	-4.5%	-3.4%
Max Positive	11.6%	12.8%	19.7%
Max Negative	-17.1%	-15.9%	-19.4%

SEC Filings

Expand for More

Report Date	Filing Date	Filing
03/31/2026	05/07/2026	10-Q
12/31/2025	02/05/2026	10-Q
09/30/2025	11/14/2025	10-K
06/30/2025	08/01/2025	10-Q
03/31/2025	05/02/2025	10-Q
12/31/2024	01/31/2025	10-Q
09/30/2024	11/15/2024	10-K
06/30/2024	08/02/2024	10-Q
03/31/2024	05/03/2024	10-Q
12/31/2023	02/02/2024	10-Q
09/30/2023	11/17/2023	10-K
06/30/2023	08/04/2023	10-Q
03/31/2023	04/26/2023	10-Q
12/31/2022	02/03/2023	10-Q
09/30/2022	11/18/2022	10-K
06/30/2022	08/05/2022	10-Q

Recent Forward Guidance

Updated 6/1/2026

Latest: Q2 2026 Earnings Reported 4/29/2026

Forward Guidance				Guidance Change
Metric	Low	Mid	High	% Chg	% Delta	Change	Prior
Q3 2026 Revenue	1.20 Bil	1.23 Bil	1.25 Bil
Q3 2026 Operating Margin	5.9%	6.1%	6.3%
Q3 2026 EPS	2.02	2.1	2.18
2026 Free Cash Flow	50.00 Mil	62.50 Mil	75.00 Mil	-37.5%		Lowered	Guidance: 100.00 Mil for 2026

Prior: Q1 2026 Earnings Reported 1/28/2026

Forward Guidance				Guidance Change
Metric	Low	Mid	High	% Chg	% Delta	Change	Prior
Q2 2026 Revenue	1.11 Bil	1.13 Bil	1.15 Bil	5.6%		Raised	Guidance: 1.07 Bil for Q1 2026
Q2 2026 Operating Margin	4.9%	5.1%	5.3%	0	0	Affirmed	Guidance: 5.1% for Q1 2026
Q2 2026 Diluted EPS	1.53	1.6	1.68	8.8%		Raised	Guidance: 1.48 for Q1 2026
Q2 2026 Adjusted Operating Margin	5.6%	5.8%	6.0%	0	0	Affirmed	Guidance: 5.8% for Q1 2026
Q2 2026 Adjusted EPS	1.8	1.88	1.95	8.1%		Raised	Guidance: 1.74 for Q1 2026
2026 Free Cash Flow		100.00 Mil		0		Affirmed	Guidance: 100.00 Mil for 2026

Insider Activity

Updated 6/9/2026

Expand for More

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Running, Michael J	Regional President - AMER	Direct	Sell	6082026	272.17	510	138,804	180,990	Form
2	Kelsey, Todd P	President & CEO	Direct	Sell	6042026	290.00	1,000	290,000	20,412,520	Form
3	Rapp, Karen Marie		Direct	Sell	6032026	270.00	500	135,000	2,169,450	Form
4	Kelsey, Todd P	President & CEO	Direct	Sell	5292026	274.75	1,000	274,750	19,613,853	Form
5	Kelsey, Todd P	President & CEO	Direct	Sell	5222026	252.77	1,500	379,150	18,297,293	Form

Collapse to Preview

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Running, Michael J	Regional President - AMER	Direct	Sell	6082026	272.17	510	138,804	180,990	Form
2	Kelsey, Todd P	President & CEO	Direct	Sell	6042026	290.00	1,000	290,000	20,412,520	Form
3	Rapp, Karen Marie		Direct	Sell	6032026	270.00	500	135,000	2,169,450	Form
4	Kelsey, Todd P	President & CEO	Direct	Sell	5292026	274.75	1,000	274,750	19,613,853	Form
5	Kelsey, Todd P	President & CEO	Direct	Sell	5222026	252.77	1,500	379,150	18,297,293	Form
6	Tan, Victor (pang Hau)	Regional President - APAC	Direct	Sell	5132026	271.23	3,000	813,700	2,836,287	Form
7	Ninivaggi, Angelo Michael JR	EVP, Chief Legal & PAO & Secy	Direct	Sell	5112026	264.75	3,270	865,736	4,306,443	Form
8	Ninivaggi, Angelo Michael JR	EVP, Chief Legal & PAO & Secy	Direct	Sell	5112026	262.99	2,298	604,340	5,137,681	Form
9	Kelsey, Todd P	President & CEO	Direct	Sell	5062026	270.75	1,000	270,750	20,005,176	Form
10	Kelsey, Todd P	President & CEO	Direct	Sell	5062026	268.45	3,000	805,350	20,103,684	Form
11	Kelsey, Todd P	President & CEO	Direct	Sell	5062026	263.89	2,403	634,139	20,554,232	Form
12	Kelsey, Todd P	President & CEO	Direct	Sell	4162026	224.09	1,500	336,130	17,992,145	Form
13	Kelsey, Todd P	President & CEO	Direct	Sell	3192026	194.24	1,500	291,360	15,887,084	Form
14	Rapp, Karen Marie		Direct	Sell	3022026	195.59	500	97,795	1,669,361	Form
15	Running, Michael J	Regional President - AMER	Direct	Sell	2272026	205.47	700	143,829	241,427	Form
16	Martinez, Randy J		Direct	Sell	2272026	203.14	1,000	203,140	1,056,532	Form
17	Mihm, Oliver K	Exec VP & COO	Direct	Sell	2192026	201.40	9,541	1,921,557	2,579,733	Form
18	Kelsey, Todd P	President & CEO	Direct	Sell	2192026	195.78	5,231	1,024,112	16,306,495	Form
19	Mihm, Oliver K	Exec VP & COO	Direct	Sell	2192026	198.78	2,226	442,495	4,442,845	Form
20	Jermain, Patrick John	Exec. VP & CFO	Direct	Sell	2172026	201.12	2,321	466,806	2,928,551	Form
21	Zycinski, Frank	Regional President - EMEA	Direct	Sell	2172026	205.99	1,399			Form
22	Tan, Victor (pang Hau)	Regional President - APAC	Direct	Sell	2102026	205.50	3,000	616,500	2,349,892	Form
23	Foate, Dean A		Direct	Sell	2102026	205.00	10,000	2,050,000	20,382,945	Form
24	Ninivaggi, Angelo Michael JR	Exec VP, CAO, Gen Coun & Secy	Direct	Sell	2062026	203.06	4,303	873,767	4,081,303	Form
25	Jermain, Patrick John	Exec. VP & CFO	Direct	Sell	2062026	204.09	3,587	732,071	3,445,447	Form
26	Kelsey, Todd P	President & CEO	Direct	Sell	2032026	205.65	8,120	1,669,880	16,163,698	Form
27	Jermain, Patrick John	Exec. VP & CFO	Direct	Sell	2032026	204.01	4,841	987,612	4,175,881	Form
28	Running, Michael J	Regional President - AMER	Direct	Sell	2032026	204.92	926	189,756	265,372	Form
29	Rapp, Karen Marie		Direct	Sell	12022025	143.47	500	71,735	1,099,698	Form
30	Ninivaggi, Angelo Michael JR	Exec VP, CAO, Gen Coun & Secy	Direct	Sell	11282025	144.93	1,347	195,222	3,122,393	Form
31	Mihm, Oliver K	Exec VP & COO	Direct	Sell	11282025	143.18	2,327	333,180	2,640,526	Form
32	Jermain, Patrick John	Exec. VP & CFO	Direct	Sell	11132025	143.53	2,000	287,070	2,434,497	Form
33	Ninivaggi, Angelo Michael JR	Exec VP, CAO, Gen Coun & Secy	Direct	Sell	11122025	145.28	2,500	363,193	3,035,565	Form
34	Mihm, Oliver K	Exec VP & COO	Direct	Sell	11122025	146.11	1,748	255,405	2,806,390	Form
35	Kelsey, Todd P	President & CEO	Direct	Sell	11052025	145.10	2,000	290,200	8,519,401	Form
36	Kelsey, Todd P	President & CEO	Direct	Sell	11052025	143.50	2,000	287,000	8,712,459	Form
37	Kelsey, Todd P	President & CEO	Direct	Sell	11052025	139.12	1,500	208,680	8,724,772	Form
38	Jermain, Patrick John	Exec. VP & CFO	Direct	Sell	10292025	142.80	1,998	285,314	2,707,631	Form
39	Kelsey, Todd P	President & CEO	Direct	Sell	10022025	143.70	1,500	215,550	9,946,052	Form
40	Kelsey, Todd P	President & CEO	Direct	Sell	9032025	134.54	1,500	201,810	9,513,862	Form
41	Rapp, Karen Marie		Direct	Sell	9022025	139.00	500	69,500	1,232,235	Form
42	Tan, Victor (pang Hau)	Regional President - APAC	Direct	Sell	8292025	139.00	3,000	417,000	1,212,497	Form
43	Jermain, Patrick John	Exec. VP & CFO	Direct	Sell	8292025	137.71	2,500	344,275	2,886,264	Form
44	Ninivaggi, Angelo Michael JR	Exec VP, CAO, Gen Coun & Secy	Direct	Sell	8272025	137.78	1,576	217,133	3,374,799	Form
45	Mihm, Oliver K	Exec VP & COO	Direct	Sell	8192025	130.43	2,102	274,164	2,759,247	Form
46	Jermain, Patrick John	Exec. VP & CFO	Direct	Sell	8082025	130.42	2,178	284,055	3,059,523	Form
47	Kelsey, Todd P	President & CEO	Direct	Sell	8052025	125.63	1,500	188,445	9,072,245	Form
48	Kelsey, Todd P	President & CEO	Direct	Sell	7022025	134.51	1,500	201,765	9,915,270	Form
49	Kelsey, Todd P	President & CEO	Direct	Sell	6022025	129.87	1,500	194,806	9,768,067	Form
50	Rapp, Karen Marie		Direct	Sell	6022025	130.77	500	65,385	1,224,661	Form
51	Running, Michael J	Regional President - AMER	Direct	Sell	6022025	130.05	646	84,009	81,929	Form

PLXS Trade Sentinel

Stock Conviction

null

CONVICTION RATIONALE

null

STOCK ARCHETYPE

null

Looking for high-conviction positions with a better risk/reward profile? See what's currently in the Trefis High Quality Portfolio.

INVESTMENT THESIS

null

Mechanism: null

Supporting Evidence:

PRIMARY RISK

null

Mechanism: null

Supporting Evidence:

Key KPI Watchlist

KPI	Threshold	Rationale

Core Investment Debate

BULL VIEW

CORE TENSION

PREVAILING SENTIMENT

BEAR VIEW

Next 6 months: Risks and Catalysts

Timeline	Event & Metric To Watch

Key Events in Last 6 Months

Date	Event	Stock Impact

Risk Management

Position Sizing

Diversification Alternatives

How Is The Market Pricing PLXS?

What will confirm the thesis

What will damage the thesis

Noise: Real but irrelevant to thesis

Repricing Catalyst

What PLXS Makes & Who Pays

TTM figures based on

PLXS Evolution: Price Return by Era

① Structure

② Volume / Momentum

③ Catalyst

Combined Score

0 / 12

1 Price Structure & Trend · ▾

2 Momentum ▾

3 Relative Strength vs. SPY ▾

4 Institutional Footprint & Volume ▾

5 Volatility ▾

6 Key Price Levels Range · Vol ▾

7 Earnings Reaction History ▾

8 How the Verdict Is Derived Three Pillars ▾

Pillar	Score
① Structure	0
② Vol / Mom	0
③ Catalyst	0

ℹ Bull Pillars: 0 · Bear Pillars: 0 · Combined Score: 0 →

Industry Resources

Information Technology Resources

TechCrunch

Wired

CIO

MIT Technology Review

Gartner Insights

Ars Technica

Electronic Manufacturing Services Resources

EMSNOW

I-Connect007

Circuits Assembly

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

Prefer one of these to Trefis? Tell us why.

Core Cache Last Updated: 6/15/2026

Plexus (PLXS)

Market Price (6/16/2026): $294.94 | Market Cap: $7.9 BilSector: Information Technology | Industry: Electronic Manufacturing Services

Plexus (PLXS)

Market Price (6/16/2026): $294.94Market Cap: $7.9 BilSector: Information TechnologyIndustry: Electronic Manufacturing Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

Stock Movement Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Return vs. Risk

Price Returns Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

In The Past

Preserve Wealth

Asset Allocation

About Plexus (PLXS)

Major Customers of Plexus Corp. (PLXS)

Expected Drivers of Future Revenue Growth for Plexus (PLXS)

Share Repurchases

Share Issuance

Capital Expenditures

Interactive Breakdown

Better Bets vs. Plexus (PLXS)

INDUSTRY: Electronic Manufacturing Services

Higher Rev Chg 3Y Avg | Lower P/S (Values for PLXS: 0.5% | 1.8x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for PLXS: 0.5% | 35.4x)

Higher Rev Chg LTM (Value for PLXS: 8.6%)

Higher Rev Chg 3Y Avg (Value for PLXS: 0.5%)

Higher Op Mgn LTM (Value for PLXS: 5.2%)

Higher CFO/Rev LTM (Value for PLXS: 4.0%)

Higher FCF/Rev LTM (Value for PLXS: 1.8%)

Higher Total Yield (Value for PLXS: 2.4%)

SECTOR: Information Technology

Higher Rev Chg 3Y Avg | Lower P/S (Values for PLXS: 0.5% | 1.8x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for PLXS: 0.5% | 35.4x)

Higher Rev Chg LTM (Value for PLXS: 8.6%)

Higher Rev Chg 3Y Avg (Value for PLXS: 0.5%)

Higher Op Mgn LTM (Value for PLXS: 5.2%)

Higher CFO/Rev LTM (Value for PLXS: 4.0%)

Higher FCF/Rev LTM (Value for PLXS: 1.8%)

Higher Total Yield (Value for PLXS: 2.4%)

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for PLXS: 0.5% | 1.8x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for PLXS: 0.5% | 35.4x)

Higher Rev Chg LTM (Value for PLXS: 8.6%)

Higher Rev Chg 3Y Avg (Value for PLXS: 0.5%)

Higher Op Mgn LTM (Value for PLXS: 5.2%)

Higher CFO/Rev LTM (Value for PLXS: 4.0%)

Higher FCF/Rev LTM (Value for PLXS: 1.8%)

Higher Total Yield (Value for PLXS: 2.4%)

Best Bets in Information Technology

P/EBIT (Value for PLXS: 35.9x)

P/E (Value for PLXS: 42.1x)

Rev Chg 3Y Avg (Value for PLXS: 0.5%)

Rev Chg LTM (Value for PLXS: 8.6%)

Rev Chg Q (Value for PLXS: 18.7%)

FCF/Rev 3Y Avg (Value for PLXS: 4.3%)

Latest Trefis Analyses

Trade Ideas

Recent Active Movers

Top Gainers

Top Losers

Top Gainers

Top Losers

Top Gainers

Top Losers

More From Trefis

Research & Analysis

Market Price (6/16/2026): $294.94
Market Cap: $7.9 Bil
Sector: Information Technology
Industry: Electronic Manufacturing Services