PLXS · Plexus Corp
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Apr 30, 2026TL;DR. Plexus reported record fiscal Q3 2026 revenue of $1.305 billion, up 28% year-over-year, with non-GAAP EPS of $2.32 above guidance, and raised full-year fiscal 2026 revenue growth outlook to over 20% while now guiding to a free cash flow usage for the year due to elevated working capital investment.
- + Q3 revenue of $1.305B beat the $1.200–$1.250B guidance range and grew 28% year-over-year
- + Q3 non-GAAP EPS of $2.32 exceeded the $2.02–$2.18 guidance range
- + Q3 non-GAAP operating margin of 6.3% met the high end of the 5.9%–6.3% guidance range
- + ROIC of 14.9% was 590 bps above cost of capital, the highest return in nearly five years
- + Record qualified manufacturing opportunities funnel of $4.5B supports continued growth
- − Now guiding to a usage of free cash flow for full-year FY26, a reversal from prior $50–$75M positive FCF guide
- − Q3 free cash flow was a usage of $0.7M, reflecting working capital investment to support accelerating growth
- − Top 10 customer concentration rose to 55% of revenue, up 7 percentage points year-over-year
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PLXS
this stock
Plexus Corp
|
$7.01B | +77.5% | -4.6% | 38.8 | 3.3% |
|
APH
Amphenol Corp /De/
|
$416.11B | — | +51.7% | 84.6 | 0.6% |
|
GLW
Corning Inc /Ny
|
$135.01B | +75.6% | +19.1% | 71.9 | 2.0% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$93.18B | +129.2% | — | — | 0.1% |
|
TEL
TE Connectivity plc
|
$63.28B | -7.2% | +8.9% | 21.4 | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PLXS | -1.1% | +9.4% | +16.8% | +9.0% | +77.5% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -0.5% | +9.3% | +4.7% | +9.6% | +65.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.