Plexus (PLXS) Stock Insights

PLXS price $239.34 +9.05 +3.93%

Ticker
PLXS
Price
$239.34
Change
+9.05 +3.93%
Market cap ?
$6.38B
P/E ?
32.13
Forward P/E ?
23.58
Dividend yield ?
0.00%
Beta ?
0.89
Sector
Technology
Industry
Hardware, Equipment & Parts
Stocklytics score
50
Value
42
Quality
48
Growth
60

Stocklytics score rationale: value 42, quality 48, growth 60.

Financials

2016201720182019202020212022202320242025
2556004000252805200028735080003164434000339039400033688650003811368000421030500039608270004032966000

Operating globally across the Americas, Europe, the Middle East, Africa, and the Asia-Pacific regions, Plexus Corp. and its subsidiaries specialize in delivering advanced electronic manufacturing solutions. The company provides a comprehensive range of services, including design and development, efficient supply chain management, support for new product introductions, and core manufacturing capabilities, alongside…

Fair value

PLXS fair value $184.54. Price $239.34. Price is 30% above fair value.

Above fair value, and more expensive than usual. A larger premium than on 89% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 187.83M. Growth 9.52%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 9.17% (beta 0.9). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 26.65M. Net debt 2.63M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare PLXS

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-10-282.842.551.43B1.36B
2026-07-292.322.131.30B1.23B
2026-04-292.051.871.16B1.13B
2026-01-281.781.771.07B1.07B
2025-10-222.141.871.06B1.05B
2025-07-231.901.711.02B1.08B
2025-04-231.661.54980.17M1.03B
2025-01-221.731.59976.12M982.32M
2024-10-231.851.551.05B1.01B
2024-07-241.451.28960.75M981.25M
2024-04-240.940.87966.90M950.75M
2024-01-241.041.08982.61M987.63M
2023-10-251.441.261.02B1.02B
2023-07-261.321.151.02B1.07B
2023-04-261.451.151.07B1.05B
2023-01-251.491.481.09B1.11B
2022-10-261.781.281.12B1.01B
2022-07-271.331.10981.34M909.37M
2022-04-270.951.00888.72M840.63M
2022-01-260.881.00817.46M845.98M
2021-10-271.161.23843.24M896.02M
2021-07-210.990.75814.39M895.27M
2021-04-211.491.25880.88M880.97M
2021-01-201.231.09830.36M—
2020-10-281.261.12913.23M—
2020-07-221.200.75857.39M535.87M
2020-04-220.610.54767.36M704.47M
2020-01-221.000.93852.41M792.74M
2019-10-230.930.86810.20M749.21M
2019-07-170.810.81799.64M799.64M
2019-04-170.790.84789.05M838.99M
2019-01-160.910.90765.54M757.13M
2018-10-240.960.87771.18M698.90M
2018-07-180.790.82726.38M753.98M
2018-04-250.740.75698.65M698.70M
2018-01-170.750.80677.29M722.45M
2017-10-250.840.82669.85M653.95M
2017-07-190.740.72618.83M602.08M
2017-04-190.840.76604.35M546.75M
2017-01-180.820.77635.02M596.28M

Dividends

Yield 0.00%. Payout ratio 0.00%. Frequency —.

Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.

Ex-dateDividendRecordPaymentFrequency
No data yet.

Insider trades

DateInsiderActionSharesPriceValue
2026-10-21Kelsey Todd P.Sell779$238.47185.77K
2026-10-21Kelsey Todd P.Sell721$239.92172.98K
2026-09-16Kelsey Todd P.Sell1.50K$242.41363.62K
2026-09-15Abuhl David WestenSell2.50K——
2026-09-15Abuhl David WestenBuy2.50K——
2026-09-15Abuhl David WestenSell800$238.53190.82K
2026-08-31Rapp Karen MarieSell500$240.87120.44K
2026-08-19Kelsey Todd P.Sell319$248.7979.36K
2026-08-19Kelsey Todd P.Sell681$251.09170.99K
2026-08-19Kelsey Todd P.Sell500$252.23126.11K
2026-08-11SCHROCK MICHAEL VSell4.00K$275.001.10M
2026-07-15Kelsey Todd P.Sell500$260.51130.25K
2026-07-15Kelsey Todd P.Sell1.00K$261.07261.07K
2026-06-17Kelsey Todd P.Sell100$292.1129.21K
2026-06-17Kelsey Todd P.Sell300$294.1988.26K
2026-06-17Kelsey Todd P.Sell748$295.15220.77K
2026-06-17Kelsey Todd P.Sell352$296.09104.22K
2026-06-05Running Michael J.Sell510$272.17138.80K
2026-06-03Kelsey Todd P.Sell1.00K$290.00290.00K
2026-05-27Kelsey Todd P.Sell1.00K$274.75274.75K
2026-05-20Kelsey Todd P.Sell700$252.20176.54K
2026-05-20Kelsey Todd P.Sell800$253.26202.61K
2026-05-11Tan Victor (Pang Hau)Sell3.00K$271.23813.70K
2026-05-11Abuhl David WestenOther0——
2026-05-11Abuhl David WestenOther1.25K——
2026-05-11Abuhl David WestenOther1.76K——
2026-05-08Ninivaggi Angelo Michael JrSell1.48K$264.11391.94K
2026-05-08Ninivaggi Angelo Michael JrSell1.56K$265.18414.21K
2026-05-08Ninivaggi Angelo Michael JrSell224$266.0159.59K
2026-05-07Ninivaggi Angelo Michael JrSell1.29K$262.43339.58K
2026-05-07Ninivaggi Angelo Michael JrSell945$263.66249.16K
2026-05-07Ninivaggi Angelo Michael JrSell59$264.3815.60K
2026-05-06Jermain Patrick JohnSell3.81K$268.941.03M
2026-05-06Kelsey Todd P.Sell1.00K$270.75270.75K
2026-05-05Kelsey Todd P.Sell1.00K$267.10267.10K
2026-05-05Kelsey Todd P.Sell1.00K$268.75268.75K
2026-05-05Kelsey Todd P.Sell1.00K$269.50269.50K
2026-05-04Kelsey Todd P.Sell1.40K$263.00368.99K
2026-05-04Kelsey Todd P.Sell1.00K$265.15265.15K
2026-04-15Kelsey Todd P.Sell1.50K$224.09336.13K
2026-03-18Kelsey Todd P.Sell1.50K$194.24291.36K
2026-02-27Rapp Karen MarieSell500$195.5997.80K
2026-02-25Running Michael J.Sell700$205.47143.83K
2026-02-25MARTINEZ RANDY JSell1.00K$203.14203.14K
2026-02-18Mihm Oliver K.Sell9.54K$201.401.92M
2026-02-18Kelsey Todd P.Sell1.16K$194.47224.62K
2026-02-18Kelsey Todd P.Sell1.13K$195.59220.23K
2026-02-18Kelsey Todd P.Sell2.95K$196.36579.27K
2026-02-17Tan Victor (Pang Hau)Buy2.02K——
2026-02-17Tan Victor (Pang Hau)Buy602——
2026-02-17Tan Victor (Pang Hau)Sell2.02K——
2026-02-17Running Michael J.Buy1.10K——
2026-02-17Running Michael J.Sell516$195.95101.11K
2026-02-17Running Michael J.Buy326——
2026-02-17Running Michael J.Sell1.10K——
2026-02-17Ninivaggi Angelo Michael JrBuy3.27K——
2026-02-17Ninivaggi Angelo Michael JrSell1.54K$195.95301.76K
2026-02-17Ninivaggi Angelo Michael JrBuy975——
2026-02-17Ninivaggi Angelo Michael JrSell3.27K——
2026-02-17Mihm Oliver K.Buy4.36K——
2026-02-17Mihm Oliver K.Sell2.05K$195.95401.31K
2026-02-17Mihm Oliver K.Sell2.23K$198.78442.50K
2026-02-17Mihm Oliver K.Buy1.30K——
2026-02-17Mihm Oliver K.Sell4.36K——
2026-02-17Kelsey Todd P.Buy18.73K——
2026-02-17Kelsey Todd P.Sell8.80K$195.951.72M
2026-02-17Kelsey Todd P.Buy5.58K——
2026-02-17Kelsey Todd P.Sell18.73K——
2026-02-17Jermain Patrick JohnBuy5.61K——
2026-02-17Jermain Patrick JohnSell2.64K$195.95516.92K
2026-02-17Jermain Patrick JohnBuy1.67K——
2026-02-17Jermain Patrick JohnSell5.61K——
2026-02-12Jermain Patrick JohnSell2.32K$201.12466.81K
2026-02-12Zycinski FrankSell1.40K$205.99288.18K
2026-02-09Wuamett JenniferBuy1.01K——
2026-02-09SCHROCK MICHAEL VBuy1.01K——
2026-02-09ROOKE PAUL ABuy1.01K——
2026-02-09Rapp Karen MarieBuy1.01K——
2026-02-09Quadracci J JoelBuy1.01K——
2026-02-09MARTINEZ RANDY JBuy1.01K——
2026-02-09Jueckstock RainerBuy1.01K——
2026-02-09Eisenhart Joann MBuy1.01K——
2026-02-09Zycinski FrankBuy1.27K——
2026-02-09Zycinski FrankBuy900——
2026-02-09Tan Victor (Pang Hau)Buy2.84K——
2026-02-09Tan Victor (Pang Hau)Buy2.02K——
2026-02-09Running Michael J.Buy1.55K——
2026-02-09Running Michael J.Buy1.10K——
2026-02-09Ninivaggi Angelo Michael JrBuy3.24K——
2026-02-09Ninivaggi Angelo Michael JrBuy2.30K——
2026-02-09Mihm Oliver K.Buy5.67K——
2026-02-09Mihm Oliver K.Buy4.03K——
2026-02-09Kelsey Todd P.Buy22.95K——
2026-02-09Kelsey Todd P.Buy16.32K——
2026-02-09Jermain Patrick JohnBuy5.67K——
2026-02-09Jermain Patrick JohnBuy4.03K——
2026-02-09FOATE DEAN ABuy1.01K——
2026-02-06Tan Victor (Pang Hau)Sell1.00K$205.00205.00K
2026-02-06Tan Victor (Pang Hau)Sell2.00K$205.75411.50K
2026-02-06FOATE DEAN ASell10.00K$205.002.05M

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 460, holders +71 vs prior quarter. Ownership 101.35%.

HolderSharesChangeChange %Value
BLACKROCK, INC.4.36M87.10K+2.04%1.31B
VANGUARD PORTFOLIO MANAGEMENT LLC2.11M-144.41K-6.40%634.52M
DISCIPLINED GROWTH INVESTORS INC /MN1.44M-53.68K-3.59%433.25M
VANGUARD CAPITAL MANAGEMENT LLC1.21M8.45K+0.71%362.80M
AMERICAN CENTURY COMPANIES INC1.18M-378.21K-24.21%356.06M
STATE STREET CORP1.10M47.38K+4.52%329.16M
DIMENSIONAL FUND ADVISORS LP832.84K-286.53K-25.60%250.39M
GEODE CAPITAL MANAGEMENT, LLC801.52K121.49K+17.86%241.03M
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.761.93K-154.83K-16.89%229.09M
FULLER & THALER ASSET MANAGEMENT, INC.732.40K143.62K+24.39%220.21M
EARNEST PARTNERS LLC628.20K-24.24K-3.72%188.88M
PRICE T ROWE ASSOCIATES INC /MD/586.90K508.07K+644.58%176.46M
JPMORGAN CHASE & CO445.65K293.81K+193.51%128.58M
ALLIANCEBERNSTEIN L.P.572.99K-56.79K-9.02%116.05M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC372.12K-13.99K-3.62%111.88M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.372.12K372.12KNew111.88M
NUVEEN, LLC368.37K5.87K+1.62%110.76M
MORGAN STANLEY348.73K-79.21K-18.51%104.85M
NORTHERN TRUST CORP327.55K10.90K+3.44%98.48M
WESTFIELD CAPITAL MANAGEMENT CO LP321.81K-62.69K-16.30%96.76M
VICTORY CAPITAL MANAGEMENT INC315.67K-97.96K-23.68%94.91M
INVESCO LTD.308.54K40.41K+15.07%92.77M
THRIVENT FINANCIAL FOR LUTHERANS289.99K-2.75K-0.94%87.19M
SILVERCREST ASSET MANAGEMENT GROUP LLC276.66K-113.38K-29.07%83.19M
CARTENNA CAPITAL, LP265.00K150.00K+130.43%79.68M

Insights

Revenue by product
PeriodValue
FY2017Americas Segment: 1166346000.0, Asia Pacific Segment: 1279261000.0, EMEA Segment: 192829000.0
FY2018Americas Segment: 1218944000.0, Asia Pacific Segment: 1498010000.0, EMEA Segment: 281489000.0
FY2019Americas Segment: 1429308000.0, Asia Pacific Segment: 1557205000.0, EMEA Segment: 309933000.0
FY2020Americas Segment: 1327849000.0, Asia Pacific Segment: 1824831000.0, EMEA Segment: 349102000.0
FY2021Americas Segment: 1317404000.0, Asia Pacific Segment: 1850603000.0, EMEA Segment: 312669000.0
FY2022Americas Segment: 1310688000.0, Asia Pacific Segment: 2300640000.0, EMEA Segment: 316315000.0
FY2023Americas Segment: 1558230000.0, Asia Pacific Segment: 2358390000.0, EMEA Segment: 403040000.0
FY2024Americas Segment: 1323428000.0, Asia Pacific Segment: 2213111000.0, EMEA Segment: 541610000.0
FY2025Americas Segment: 1216344000.0, Asia Pacific Segment: 2392897000.0, EMEA Segment: 440000000.0
Revenue by region
PeriodValue
FY2011China Member: 226271000.0, Malaysia Member: 836808000.0, Mexico Member: 112496000.0, Romania Member: 16498000.0, United States Member: 1192389000.0
FY2012CHINA: 237632000.0, Germany Member: 1212000.0, MALAYSIA: 872733000.0, MEXICO: 99504000.0, ROMANIA: 33835000.0, UNITED STATES: 1156347000.0
FY2013CHINA: 268551000.0, Germany Member: 2792000.0, MALAYSIA: 877748000.0, MEXICO: 58605000.0, ROMANIA: 38117000.0, UNITED STATES: 1004153000.0
FY2014CHINA: 334056000.0, Germany Member: 4420000.0, MALAYSIA: 798447000.0, MEXICO: 50157000.0, ROMANIA: 39030000.0, UNITED STATES: 1188068000.0
FY2015CHINA: 359846000.0, GERMANY: 4619000.0, MALAYSIA: 926059000.0, MEXICO: 85911000.0, ROMANIA: 65338000.0, UNITED STATES: 1303106000.0
FY2016CHINA: 317350000.0, GERMANY: 4844000.0, MALAYSIA: 844501000.0, MEXICO: 194418000.0, ROMANIA: 83712000.0, UNITED STATES: 1134342000.0
FY2017CHINA: 339216000.0, GERMANY: 8303000.0, MALAYSIA: 940045000.0, MEXICO: 181573000.0, ROMANIA: 114363000.0, UNITED STATES: 984773000.0
FY2018Americas Segment: 1218944000.0, Asia Pacific Segment: 1498010000.0, EMEA Segment: 281489000.0
FY2019Americas: 1429308000.0, Asia Pacific: 1557205000.0, EMEA: 309933000.0
FY2020Americas: 1327849000.0, Asia Pacific: 1824831000.0, EMEA: 349102000.0
FY2021Americas Segment: 1317404000.0, Asia Pacific Segment: 1850603000.0, EMEA Segment: 312669000.0
FY2022Americas Segment: 1310688000.0, Asia Pacific Segment: 2300640000.0, EMEA Segment: 316315000.0
FY2023Americas Segment: 1558230000.0, Asia Pacific Segment: 2358390000.0, EMEA Segment: 403040000.0
FY2024Americas Segment: 1323428000.0, Asia Pacific Segment: 2213111000.0, EMEA Segment: 541610000.0
FY2025Americas Segment: 1216344000.0, Asia Pacific Segment: 2392897000.0, EMEA Segment: 440000000.0

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Plexus (PLXS) Stock Insights

PLXS$239.34+9.05 +3.93%

$6.38B

Market Cap

32.13

P/E

23.58

Forward P/E

50

Score

Price History