Plexus
Designs, manufactures, and services complex aerospace, medical, and industrial products.
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Profile
Designs, builds, supplies, and services complex products for aerospace and defense, healthcare and life sciences, and industrial customers. Revenue comes from outsourced product programs rather than proprietary products, usually through turnkey arrangements that include procuring and warehousing assembly materials.
Provides Design and Development, Supply Chain Solutions, New Product Introduction, Manufacturing, and Sustaining Services for complex products in Aerospace/Defense, Healthcare/Life Sciences, and Industrial markets. Work spans commercialization, procurement, full-volume production, repair, refurbishment, and end-of-life support, generally under turnkey arrangements in which materials are procured and warehoused for customers.
Operates facilities across the Americas, Asia-Pacific, and Europe, the Middle East and Africa, with Asia-Pacific generating most sales. Standardized processes, product-development expertise, quality controls, and regulatory certifications support high-mix programs such as medical devices, aerospace and defense systems, industrial automation, and semiconductor manufacturing equipment.
Does not sell proprietary end products: revenue follows customers' outsourced programs. Demand can change or be canceled without long-term commitments, while execution depends on component availability, trade compliance, customer forecasts, and meeting demanding quality and regulatory requirements.
Company facts
Key statistics
Year to date +58.2% · Average volume (30d) 291.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | Sidoti & Co. | Upgrade | Neutral | Buy | ||
| Jun 22, 2026 | Stifel Nicolaus | Target | $280 | $330 | ||
| Jun 1, 2026 | Needham | Reiterate | Buy | $285 | $310 | |
| May 26, 2026 | Stifel Nicolaus | Target | $250 | $280 | ||
| May 1, 2026 | Needham | Reiterate | Buy | $107 | $285 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q3 FY26 | $2.13 | $2.32 | +8.9% | $1.23B | $1.30B | +6.1% | +0.62% |
| Apr 29, 2026Q2 FY26 | $1.87 | $2.05 | +9.6% | $1.13B | $1.16B | +2.9% | −0.01% |
| Jan 28, 2026Q1 FY26 | $1.77 | $1.78 | +0.6% | $1.07B | $1.07B | −0.2% | +9.26% |
| Oct 22, 2025Q4 FY25 | $1.87 | $2.14 | +14.4% | $1.05B | $1.06B | +1.2% | +2.57% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $980.2M | $1.02B | $1.06B | $1.07B | $1.16B | $1.30B | |
| Gross profit | $97.8M | $103.3M | $104.8M | $106.1M | $119.2M | $131.4M | |
| Operating income | $48.8M | $53.6M | $53.1M | $54.5M | $61.8M | $61.3M | |
| Net income | $39.1M | $45.1M | $51.4M | $41.2M | $49.8M | $43.0M | |
| Diluted EPS | $1.41 | $1.64 | $1.87 | $1.51 | $1.82 | $1.57 | |
| Gross margin | 10.0% | 10.1% | 9.9% | 9.9% | 10.2% | 10.1% | |
| Operating margin | 5.0% | 5.3% | 5.0% | 5.1% | 5.3% | 4.7% |
Fiscal years (4-quarter sums)FY21 $3.37B · FY22 $3.81B · FY23 $4.21B · FY24 $3.96B · FY25 $4.03B
Revenue by product · Q3 FY26
Revenue by geography · Q3 FY26
Balance sheet, Jul 4, 2026Cash & short-term investments $314.1M · Total debt $299.3M · Total assets $3.63B · Shareholders' equity $1.53B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 26.76M · Float 26.38M · 98.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.36M | 16.30% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.11M | 7.89% | 13F | Aug 13, 2026 |
| Disciplined Growth Investors Inc /MN | 1.44M | 5.39% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 1.21M | 4.51% | 13F | Aug 13, 2026 |
| American Century Companies Inc | 1.18M | 4.43% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 19, 2026 | Todd P. Kelsey | director, officer: President & CEO | −1,500 | $250.98 |
| Aug 11, 2026 | Michael V. Schrock | director | −4,000 | $275.00 |
| Jul 15, 2026 | Todd P. Kelsey | director, officer: President & CEO | −1,500 | $260.88 |
| Jun 17, 2026 | Todd P. Kelsey | director, officer: President & CEO | −1,500 | $294.98 |
| Jun 5, 2026 | Michael J. Running | officer: Regional President - AMER | −510 | $272.17 |
Peers
- Jabil
Global EMS scale across engineering, manufacturing, and supply chain
- Flex
End-to-end manufacturing and supply-chain platform with broad sector reach
- Sanmina
High-complexity EMS peer in industrial, medical, defense, and aerospace
- Benchmark Electronics
Direct high-complexity EMS peer in regulated end markets
- Celestica
EMS and ODM provider spanning cloud, aerospace, healthtech, and industrial
- Kimball Electronics
Contract electronics manufacturer for automotive, medical, and industrial OEMs
- Fabrinet
Precision optical and electro-mechanical manufacturing for complex OEM products
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Plexus | $240.87 | +0.00% | $6.44B | 35.6 | 24.0 | 1.4 | +28.1% |
| Jabil | $303.90 | +0.82% | $31.59B | 37.6 | 19.1 | 0.9 | +11.8% |
| Flex | $110.65 | +0.15% | $40.82B | 42.7 | 21.2 | 1.4 | +20.6% |
| Sanmina | $194.01 | +0.01% | $10.40B | 34.7 | 15.4 | 0.8 | +69.7% |
| Benchmark Electronics | $72.70 | +1.88% | $2.56B | 48.5 | 22.3 | 0.9 | +17.7% |
| Celestica | $299.55 | +0.25% | $34.35B | 31.0 | 19.7 | 2.2 | +61.3% |
| Kimball Electronics | $23.46 | +0.17% | $564.2M | 20.8 | 15.0 | 0.4 | −2.3% |
| Fabrinet | $414.80 | +0.11% | $14.85B | 31.8 | 22.8 | 3.2 | +44.6% |
| Median | 34.7 | 19.7 | 0.9 | +20.6% |