Printed Circuit Boards · SIC 3672

PLEXUS CORP

PLXS

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Latest revenue

$1.16B

as of 2026-04-04

Latest net income

$49.8M

as of 2026-04-04

Net margin

4.3%

as of 2026-04-04

Price · 5Y

+22.0% / yr 8.2 pts / yr vs S&P 500 168.9% total
Compare:

Live market

delayed ≤15 min
$265.72
3.64%
Market cap
$7.11B
Enterprise value
$7.11B
P/E (trailing)
41.1×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$275.83
52-wk low
$115.35
Beta
Shares out
26.8M

5-year trend

What this company does

AI

ITEM 1. BUSINESS Overview At Plexus, we help create the products that build a better world. Driven by a passion for excellence, we partner with our customers to design, manufacture and service highly complex products in demanding regulatory environments. From life-saving medical devices and mission-critical aerospace and defense products to industrial automation systems and semiconductor capital equipment, our innovative solutions across the lifecycle of a product converge where advanced technology and human impact intersect. We provide these solutions to market-leading as well as disruptive companies globally in the Aerospace/Defense, Healthcare/Life Sciences, and Industrial market…

AI summary unavailable — showing raw filing excerpt

Generated from PLXS's filing dated 2025-11-14

Key risks

AI

ITEM 1A. RISK FACTORS Material risk factors to our business and financial performance are those that may impact our strategy, which is centered around four strategic pillars: Market Focus, Superior Execution, Passion Meets Purpose and Discipline by Design. This section lays out a number of material risks that may impact those strategic pillars. Other sections of this report also include risks that may impact our strategic business objectives and affect our financial performance. The risks included herein and elsewhere in this report are not exhaustive. In addition, due to the dynamic nature of our business, new risks may emerge from time to time and it is not possible for management to…

AI summary unavailable — showing raw filing excerpt

Generated from PLXS's filing dated 2025-11-14

Profitability

Gross margin

10.1%

5.5%

Operating margin

5.0%

18.5%

Net margin

4.3%

51.9%

Return on equity

13.0%

41.7%

Return on assets

5.5%

55.4%

Leverage

Debt / equity

1.37×

14.3%

Debt / assets

57.8%

6.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q2 2026

2026-04-04

$1.16B+18.7%$49.8M+27.5%4.3%

Q1 2026

2026-01-03

$1.07B+9.6%$41.2M+10.5%3.8%

Q3 2025

2025-09-27

$1.06B+0.7%$51.4M+24.8%4.9%

Q2 2025

2025-06-28

$1.02B+6.0%$45.1M+79.5%4.4%

Q1 2025

2025-03-29

$980.2M+1.4%$39.1M+140.6%4.0%

Q4 2024

2024-12-28

$976.1M-0.7%$37.3M+27.6%3.8%

Q3 2024

2024-09-28

$1.05B$41.2M3.9%

Q2 2024

2024-06-29

$960.8M-6.0%$25.1M+59.1%2.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Printed Circuit Boards · SIC 3672

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Insider activity

Insider buying

$0

Insider selling

$23.2M

Net activity

−$23.2M

Distinct insiders

10

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-11

Victor (Pang Hau) Tan

Regional President - APAC

Sale3,000$271.23$813.7K
2026-05-08

Angelo Michael Ninivaggi Jr

EVP, Chief Legal & PAO & Secy

Sale1,484$264.11$391.9K
2026-05-08

Angelo Michael Ninivaggi Jr

EVP, Chief Legal & PAO & Secy

Sale1,562$265.18$414.2K
2026-05-08

Angelo Michael Ninivaggi Jr

EVP, Chief Legal & PAO & Secy

Sale224$266.01$59.6K
2026-05-07

Angelo Michael Ninivaggi Jr

EVP, Chief Legal & PAO & Secy

Sale1,294$262.43$339.6K
2026-05-07

Angelo Michael Ninivaggi Jr

EVP, Chief Legal & PAO & Secy

Sale945$263.66$249.2K
2026-05-07

Angelo Michael Ninivaggi Jr

EVP, Chief Legal & PAO & Secy

Sale59$264.38$15.6K
2026-05-06

Todd P. Kelsey

President & CEO

Sale1,000$270.75$270.8K
2026-05-05

Todd P. Kelsey

President & CEO

Sale1,000$267.10$267.1K
2026-05-05

Todd P. Kelsey

President & CEO

Sale1,000$268.75$268.8K
2026-05-05

Todd P. Kelsey

President & CEO

Sale1,000$269.50$269.5K
2026-05-04

Todd P. Kelsey

President & CEO

Sale1,403$263.00$369.0K
2026-05-04

Todd P. Kelsey

President & CEO

Sale1,000$265.15$265.1K
2026-04-15

Todd P. Kelsey

President & CEO

Sale1,500$224.09$336.1K
2026-03-18

Todd P. Kelsey

President & CEO

Sale1,500$194.24$291.4K
2026-02-27

Karen Marie Rapp

Director

Sale500$195.59$97.8K
2026-02-25

Michael J. Running

Regional President - AMER

Sale700$205.47$143.8K
2026-02-25

Randy J Martinez

Director

Sale1,000$203.14$203.1K
2026-02-18

Oliver K. Mihm

Exec VP & COO

Sale9,541$201.40$1.9M
2026-02-18

Todd P. Kelsey

President & CEO

Sale1,155$194.47$224.6K
2026-02-18

Todd P. Kelsey

President & CEO

Sale1,126$195.59$220.2K
2026-02-18

Todd P. Kelsey

President & CEO

Sale2,950$196.36$579.3K
2026-02-17

Oliver K. Mihm

Exec VP & COO

Sale2,226$198.78$442.5K
2026-02-12

Patrick John Jermain

Exec. VP & CFO

Sale2,321$201.12$466.8K
2026-02-12

Frank Zycinski

Regional President - EMEA

Sale1,399$205.99$288.2K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns PLXS

Institutional value

$2.73B

Total shares held

13.9M

Distinct holders

244

-88 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.4.3M$865.9M-45.3K (-1.0%)Trimmed
2VANGUARD PORTFOLIO MANAGEMENT LLC2.3M$456.7MNew
3VANGUARD CAPITAL MANAGEMENT LLC1.2M$242.7MNew
4DIMENSIONAL FUND ADVISORS LP1.1M$226.7M-254.1K (-18.5%)Trimmed
5WESTFIELD CAPITAL MANAGEMENT CO LP384.5K$77.9M+379.3K (+7294.1%)Added
6Nuveen, LLC362.5K$73.4M-28.5K (-7.3%)Trimmed
7Boston Trust Walden Corp296.5K$60.0M-42.7K (-12.6%)Trimmed
8Invesco Ltd.268.1K$54.3M+149.4K (+125.9%)Added
9VANGUARD FIDUCIARY TRUST CO185.7K$37.6MNew
10Bank of New York Mellon Corp180.7K$36.6M-4.2K (-2.3%)Trimmed
11EMERALD ADVISERS, LLC166.5K$33.7MNew
12PRINCIPAL FINANCIAL GROUP INC153.4K$31.1M+3.5K (+2.3%)Added
13JPMORGAN CHASE & CO151.8K$29.3M-70.0K (-31.6%)Trimmed
14UBS Group AG111.8K$22.6M-119.7K (-51.7%)Trimmed
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC110.8K$22.4M-21.3K (-16.1%)Trimmed
16EMERALD MUTUAL FUND ADVISERS TRUST102.3K$20.7MNew
17JANE STREET GROUP, LLC99.7K$20.2M+71.1K (+249.0%)Added
18Public Sector Pension Investment Board95.9K$19.4M+2.5K (+2.7%)Added
19Connor, Clark & Lunn Investment Management Ltd.85.5K$17.3M-3.1K (-3.5%)Trimmed
20GHP Investment Advisors, Inc.79.8K$16.2M-1.4K (-1.8%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once PLXS's latest filing finishes processing.