Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$7.2B
27M shares
52-week range
$126.86 – $307.06
77% from low
Sector
PRINTED CIRCUIT BOARDS
Exchange
NASDAQ
CS
Plexus Corp designs, manufactures, and services complex products in demanding regulatory environments, supporting life-saving medical devices, mission-critical aerospace and defense products, industrial automation systems, and semiconductor capital equipment. Its integrated lifecycle solutions span design and development, supply chain solutions, new product introduction, manufacturing, and sustaining services for market and disruptive companies in the Aerospace/Defense, Healthcare/Life Sciences, and Industrial sectors. The Company operates through three reportable segments: AMER, APAC, and EMEA, with the majority of revenue from the APAC segment.
www.plexus.comNo one on the platform currently holds PLXS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 34,893 | $7.1M |
| Bridgewater Associatesas of 2025-03-31 | 1,807 | $231.5K |
No one on the platform has traded PLXS yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.9B | +20.8% | $8.58 | $8.50–$8.71 | 30.9× | 3 |
| 2027 | $5.5B | +13.8% | $9.92 | $9.74–$10.07 | 26.7× | 3 |
| 2028 | $6.0B | +9.0% | $11.11 | $10.77–$11.64 | 23.9× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $2.13 | $2.32 | +8.9% |
| 2026-04-29 | $1.87 | $2.05 | +9.6% |
| 2026-01-28 | $1.77 | $1.78 | +0.6% |
| 2025-10-22 | $1.87 | $2.14 | +14.4% |
| 2025-07-23 | $1.71 | $1.90 | +11.1% |
| 2025-04-23 | $1.54 | $1.66 | +7.8% |
| 2025-01-22 | $1.59 | $1.73 | +8.8% |
| 2024-10-23 | $1.55 | $1.85 | +19.4% |
| $4.2B |
| — |
| DOCNDigitalOcean Holdings, Inc. | $134.36 | +0.74% | $15.7B | — |
| ITRIItron, Inc. | $102.00 | -0.60% | $4.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
These 4 Electronics-Manufacturing Stocks Are Surging, And It's Still Time To Buy $CLS $PLXS $SANM $JBL https://talkmarkets.com/article/these-4-electronics-manufacturing-stocks-are-surging-and-its-still-time-to-buy-1786599782
View on StockTwits ↗$PLXS Plexus sees FY26 revenue up over 20% The company said, "For fiscal 2026, we now anticipate generating in excess of 20% revenue growth due to Plexus' success in launching numerous new programs and our market share gains combined with improved end market demand. Additionally, we expect to deliver this considerable revenue growth with greater than 6% non-GAAP operating margin and healthy working capital efficiency."
View on StockTwits ↗$PLXS Plexus sees Q4 EPS $2.47-$2.63, consensus $2.27 Sees Q4 revenue $1.33B-$1.38B, consensus $1.26B. Kelsey continued, "For our fiscal fourth quarter, we forecast continued revenue growth led by strength in our Healthcare/Life Sciences and Industrial market sectors, including our semiconductor capital equipment subsector. We are guiding revenue of $1.330 to $1.380 billion, up 4% sequentially and 28% year over year at the midpoint, non-GAAP operating margin of 6.1% to 6.5% and non-GAAP EPS of $2.47 to $2.63."
View on StockTwits ↗$PLXS Plexus reports Q3 adjusted EPS $2.32, consensus $2.14 Reports Q3 revenue $1.3B, consensus $1.23B. Todd Kelsey, President and Chief Executive Officer, commented, "Plexus generated record quarterly revenue in the fiscal third quarter by capturing strengthening end market demand and successfully launching numerous new programs. Fiscal third quarter revenue of $1.305 billion exceeded guidance, increasing 12% sequentially and 28% year over year. In addition, non-GAAP operating margin of 6.3% met the high end of guidance, non-GAAP EPS of $2.32 exceeded guidance and we again delivered healthy working capital efficiency."
View on StockTwits ↗$PLXS Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.61 down -3.59% YoY • Reported revenue of $1.3B up 28.13% YoY • Plexus Corp. initiates fiscal fourth quarter 2026 revenue guidance of $1.330 billion to $1.380 billion, with GAAP diluted EPS of $2.18 to $2.34 and non-GAAP EPS of $2.47 to $2.63.
View on StockTwits ↗$SPCX just move to the mission critical satellite component manufacturer...$PLXS
View on StockTwits ↗$SPCX why aren't you space nuts following this mission-critical satellite component manufacturer? I wonder who they sell too? $PLXS YTD 104% 1-Year 129% 5-Year 243% Market cap $8BILLION
View on StockTwits ↗$PLXS Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $1.86 up 29.17% YoY • Reported revenue of $1.16B up 18.73% YoY • Plexus guides Q3F26 revenue to $1.2B to $1.25B, with non-GAAP operating margin of 5.9% to 6.3% and non-GAAP diluted EPS of $2.02 to $2.18, reflecting anticipated strong performance.
View on StockTwits ↗$PLXS Stifel raises to buy from hold; raises target price to $250 from $200
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.