Plexus (NASDAQ:PLXS – Get Free Report) issued an update on its fourth quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.470-2.630 for the period, compared to the consensus earnings per share estimate of 2.090. The company issued revenue guidance of $1.3 billion-$1.4 billion, compared to the consensus revenue estimate of $1.3 billion.
Plexus Price Performance
PLXS stock traded up $0.89 during mid-day trading on Thursday, reaching $241.38. 517,818 shares of the company’s stock were exchanged, compared to its average volume of 337,125. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.54 and a quick ratio of 0.74. Plexus has a 12-month low of $124.49 and a 12-month high of $307.06. The company has a market cap of $6.46 billion, a price-to-earnings ratio of 35.13 and a beta of 0.88. The stock’s 50 day moving average is $273.93 and its 200 day moving average is $233.09.
Plexus (NASDAQ:PLXS – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The technology company reported $2.32 earnings per share for the quarter, topping analysts’ consensus estimates of $2.13 by $0.19. The firm had revenue of $1.30 billion for the quarter, compared to analyst estimates of $1.23 billion. Plexus had a net margin of 4.35% and a return on equity of 12.84%. Plexus’s quarterly revenue was up 28.2% on a year-over-year basis. During the same period in the previous year, the business posted $1.64 earnings per share. Plexus has set its Q4 2026 guidance at 2.470-2.630 EPS. On average, research analysts expect that Plexus will post 5.98 EPS for the current year.
Analyst Ratings Changes
Check Out Our Latest Analysis on PLXS
Insider Activity at Plexus
In related news, insider Victor (Pang Hau) Tan sold 3,000 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $271.23, for a total transaction of $813,690.00. Following the transaction, the insider directly owned 10,457 shares of the company’s stock, valued at approximately $2,836,252.11. The trade was a 22.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Michael J. Running sold 510 shares of the business’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $272.17, for a total value of $138,806.70. Following the completion of the transaction, the insider owned 665 shares in the company, valued at $180,993.05. This trade represents a 43.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 20,481 shares of company stock valued at $5,519,183 over the last ninety days. 1.78% of the stock is owned by company insiders.
Plexus News Summary
Here are the key news stories impacting Plexus this week:
- Positive Sentiment: Fiscal Q3 results exceeded expectations: Plexus reported non-GAAP earnings of $2.32 per share, above the $2.10-$2.13 analyst consensus, while revenue reached approximately $1.30 billion versus expectations of about $1.23 billion. Revenue rose 28.2% year over year, and earnings increased from $1.64 per share in the prior-year quarter. Plexus’ Q3 Earnings Surpass Estimates, Revenues Increase Y/Y
- Positive Sentiment: Growth was broad-based: Management cited strength in the Industrial sector, program ramps and broad customer demand as key drivers of the quarterly revenue increase. Gross profit rose 27.2% to $131.4 million, while operating profit increased 14.3% to $61.3 million. Plexus Announces Fiscal Third Quarter Financial Results
- Positive Sentiment: Fourth-quarter outlook was particularly encouraging: Plexus guided to EPS of $2.47-$2.63, well above the roughly $2.09 consensus estimate, and forecast revenue of $1.3-$1.4 billion, broadly in line with expectations. The guidance suggests continued momentum from new program ramps and demand. Plexus Earnings Report and Conference Call
- Neutral Sentiment: Despite strong revenue and operating-profit growth, reported net income attributable to common shareholders declined 4.7% year over year to $43.0 million in third-party data, and cash flow from operations was $25.9 million. Cash and equivalents nevertheless increased 32.2% to $314.1 million.
- Negative Sentiment: Insider-trading data showed substantial selling and no reported insider purchases over the past six months. While these transactions may reflect scheduled or diversification-related sales, they could temper investor enthusiasm if viewed as a signal about valuation or near-term upside.
Institutional Inflows and Outflows
Several institutional investors have recently added to or reduced their stakes in PLXS. Inspire Investing LLC increased its position in Plexus by 1.6% during the fourth quarter. Inspire Investing LLC now owns 3,178 shares of the technology company’s stock worth $467,000 after acquiring an additional 50 shares during the period. Maryland State Retirement & Pension System increased its holdings in shares of Plexus by 1.5% during the 4th quarter. Maryland State Retirement & Pension System now owns 3,940 shares of the technology company’s stock worth $579,000 after purchasing an additional 60 shares during the period. Corient Private Wealth LLC raised its position in shares of Plexus by 4.5% during the fourth quarter. Corient Private Wealth LLC now owns 1,900 shares of the technology company’s stock valued at $279,000 after buying an additional 82 shares during the last quarter. Smartleaf Asset Management LLC lifted its stake in shares of Plexus by 13.6% in the fourth quarter. Smartleaf Asset Management LLC now owns 916 shares of the technology company’s stock valued at $137,000 after buying an additional 110 shares during the period. Finally, Inceptionr LLC grew its position in Plexus by 4.2% during the fourth quarter. Inceptionr LLC now owns 3,624 shares of the technology company’s stock worth $533,000 after buying an additional 145 shares in the last quarter. 94.45% of the stock is owned by institutional investors.
About Plexus
Plexus Corp. (NASDAQ: PLXS) is a global provider of electronics manufacturing services (EMS) and precision engineered electronics solutions. Headquartered in Neenah, Wisconsin, the company partners with original equipment manufacturers across industries such as medical, industrial, aerospace and defense, computing, and communications. Plexus offers a full suite of services that span new product introduction, product lifecycle management, supply chain management, printed circuit board assembly, system integration, and aftermarket support.
Founded in 1979, Plexus has grown from a regional electronics assembler into a multinational organization with manufacturing and engineering centers across North America, Europe, and Asia.
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