US · Technology · Electronic Components
EPS came in at 1.58 against a street estimate of 1.27 — a beat of 24.4%.
Analysts rate Plexus Corp a buy (3 buy, 2 hold, 0 sell out of 5) with an average price target of $305.75.
CONFIDENT PLXS crushed Q3 FY26 with $1.305B revenue (+28% YoY), record 6.3% op margin, and raised FY26 guidance to >20% growth. FY27 outlook exceeds 9-12% target. Strong aerospace/defense (+$400M YTD wins) and industrial growth driving momentum. Q3 FY26 Company expanding existing campuses rather than opening new sites. Malaysia facility expansion underway to support growth. Analysts pressed capacity expansion timeline and supply chain risks; management detailed Malaysia campus expansion with 2-3% capex ratio. Key debate: healthcare slowdown requires A&D/industrial to carry >12% FY27 growth—management confident in defense/unmanned momentum and semi-cap outgrowth. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.04% |
| Vanguard Portfolio Management, LLC | 8.46% |
| Disciplined Growth Investors Inc | 5.41% |
| Vanguard Capital Management, LLC | 4.50% |
| American Century Companies Inc | 4.44% |
| State Street Corp | 3.93% |
| BNP Paribas Investment Partners SA | 3.44% |
| Dimensional Fund Advisors, Inc. | 3.12% |
| Document | Date |
|---|---|
| Company announcement · Q4 FY2026 PLEXUS CORP. (PLXS) - FORM 8-K SUMMARY HEADLINE NUMBERS • Board approved new $100.0 million share repurchase authorization on August 20, 2026 • Curr | 2026-08-24 |
| Quarterly report · Q3 FY2026 PLEXUS CORP. (PLXS) – Q3 FISCAL 2026 SUMMARY HEADLINE NUMBERS • Net sales (9 months): $3,538.4 million vs. $2,974.6 million (year-ago) — 18.9% incre | 2026-08-06 |
| Results announced · Q3 FY2026 PLEXUS CORP. (NASDAQ: PLXS) – Q3 FISCAL 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q3 FY2026 Revenue: $1.305 billion (record quarterly), up 12% seque | 2026-07-29 |
| Material agreement · Q3 FY2026 PLEXUS CORP. - FORM 8-K SUMMARY HEADLINE NUMBERS • New credit facility size: $500 million revolving commitment, expandable to $750 million (optional | 2026-06-08 |
| Quarterly report · Q2 FY2026 PLEXUS CORP. Q2 FY2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net sales (6 months ended April 4, 2026): $2,233.6 million vs. $1,956.3 million prior ye | 2026-05-07 |
| Results announced · Q2 FY2026 PLEXUS CORP. – FISCAL Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Record Q2 FY2026 Revenue: $1.164 billion, up 19% year-over-year; exceeded guidance | 2026-04-29 |
| Quarterly report · Q1 FY2026 PLEXUS CORP. (PLXS) – Q1 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales: $1,069.9 million (Q1 FY2026) vs. $976.1 million (Q1 FY2025) – up 9.6% • G | 2026-02-05 |
| Proxy statement · Q2 FY2026 PLEXUS CORP. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect 10 directors for one-year terms • Proposal 2: Advisory vote | 2025-12-22 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board approves new $100 million share repurchase program Plexus Corp's Board of Directors approved a new $100 million share repurchase program on August 20, 2026. This will begin after the current repurchase program expires, which had $9.6 million | 2026-08-24 |
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Google PlayApp StoreData updated 2026-09-18.