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PLXS PLEXUS CORP

Trailing twelve months to 2026-07-04 · as filed 2026-08-06, not restated
Technology

Scale

Market cap
$6.6bn
Revenue TTM
$4.0bn
Net income TTM
$185m
Free cash flow
$62m
Composite score
53.7
Sector rank
#920

Valuation

P / E
35.4
EV / EBITDA
20.3
EV / sales
1.5
FCF yield
0.94%
Earnings yield vs 10-yr
-1.90pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
4.6%
EBITDA margin
7.6%
ROE
12.1%
ROIC
19.0%
Revenue growth
271.9%

Insider activity, last 90 days

Net open-market
$-2.87m
Buyers
0
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

For the three months ended July 4, 2026, net sales increased $286.5 million, or 28.1%, as compared to the three months ended June 28, 2025. For the nine months ended July 4, 2026, net sales increased $563.8 million, or 19.0%, as compared to the nine months ended June 28, 2025. Net sales for the three months ended July 4, 2026 in the AMER segment increased $116.0 million, or 37.2%, as compared to the three months ended June 28, 2025. The increase in net sales was driven by an increase of $107.4 million due to production ramps of new products for existing customers, an increase of $29.4 million due to production ramps for new customers and overall net increased customer end-market demand. …PLEXUS CORP, 10-Q, period ended 2026-07-04, filed 2026-08-06

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