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PLXS

Plexus Corp.

PLXS

NASDAQ·Technology·Hardware, Equipment & Parts·Mkt cap $7.8B

$275.11

-5.19%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$115.35 - $307.06

P/E

40.22

Fwd P/E

33.56

Beta

0.90

Div Yield

0.00%

Avg Vol

337.0K

Shares Out

26.8M

Mkt Cap

$7.8B

Price action

Price chart

Up 108.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Specialized expertise in highly regulated, mission-critical industries with high switching costs
  • Global manufacturing footprint with supply chain optimization capabilities across Americas, Europe, EMEA, and Asia-Pacific
  • Integrated end-to-end solutions from design through aftermarket support creating customer stickiness
  • Deep domain knowledge and certifications (ISO, AS9100, FDA compliance) serving as barriers to entry

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Rising demand for medical devices and healthcare electronics driven by aging populations and chronic disease management

Value

Fairly valued vs Electronics Manufacturing Services peers

Momentum

Hot

+39.9% over 3m

Quality

Thin

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 21, 2026

Q2 26 RECAP

APR 29, 2026

Reported EPS of $2.05 vs $1.87 consensus (+9.6% surprise). Revenue of $1.2B vs $1.1B expected (+2.9%). Beat on both top and bottom lines.

EPS beat +9.6%
Rev beat +2.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+9.6%

Next: Apr 21, 2026

Revenue trend · last 8Q

-1%

+1%

+6%

+1%

+10%

+19%

Q3 24

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$960.8M

$1.1B

$976.1M

$980.2M

$1.0B

$1.1B

$1.1B

$1.2B

Margins · last 8Q

Gross

10.2%

Operating

5.3%

Profit

4.3%

Wall Street consensus

3 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

100%

Hold

0%

Sell

0%

Median Price Target

$280.00

+1.8% vs $275.11

Low $250.00
Median $280.00
High $310.00

Latest: Needham · $310.00 · Jun 1, 2026

3 analysts covering

vs Industry

How PLXS stacks vs Hardware, Equipment & Parts

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.