Plexus Announces Q4 Adjusted EPS of $2.14, Exceeding Consensus Estimate of $1.86
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 22 2025
0mins
Should l Buy PLXS?
- Q4 Revenue Performance: Reports Q4 revenue of $82.25M, significantly below the consensus estimate of $1.05B.
- CEO's Commentary: Todd Kelsey highlighted the team's strong performance and differentiated value proposition, noting a non-GAAP EPS of $2.14 that exceeded guidance.
- Free Cash Flow Achievement: The company reported free cash flow that also surpassed projections, indicating strong financial health.
- Overall Fiscal Results: The fiscal fourth quarter results were characterized by strong performance despite the revenue shortfall.
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Analyst Views on PLXS
Wall Street analysts forecast PLXS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLXS is 157.50 USD with a low forecast of 150.00 USD and a high forecast of 165.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
2 Buy
3 Hold
0 Sell
Moderate Buy
Current: 201.070
Low
150.00
Averages
157.50
High
165.00
Current: 201.070
Low
150.00
Averages
157.50
High
165.00
About PLXS
Plexus Corp. is focused on providing designing and developing, supplying chain solutions, new product introduction, manufacturing and sustaining services. It specializes in serving customers in industries with complex products and demanding regulatory environments. It offers life-saving medical devices and mission-critical aerospace and defense products to industrial automation systems and semiconductor capital equipment, and innovative solutions across the lifecycle of a product converge where advanced technology and human impact intersect. Its segments include Americas (AMER), Asia-Pacific (APAC) and Europe, Middle East, and Africa (EMEA) regions. Its design and development capabilities include mechanical engineering, electrical engineering, software engineering, quality and compliance engineering, and project management. Its supply chain capabilities include design for supply chain, supply chain risk management, and managing global, and complex supply chains.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Dow Jones Performance: The Dow Jones closed lower by approximately 179 points at 48,892.47 on Friday, despite a 1.7% increase in January, but the recent drop may raise concerns about economic recovery and affect market sentiment.
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- Market Focus: As the earnings report approaches, investors will closely monitor Plexus's performance, particularly in the current economic environment, as the company's profitability and revenue growth will directly impact its stock price performance.
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- Conference Call Timing: Management will host a conference call on January 29, 2026, at 8:30 a.m. Eastern Time to discuss the Q1 results, aiming to enhance communication and transparency with investors.
- Webcast Access: Participants are encouraged to join the live audio webcast available in the investor relations section of Plexus' website, ensuring timely information dissemination and broad participation.
- Replay Availability: The webcast will be archived on Plexus' website and available for on-demand access for 12 months, allowing investors who cannot attend live to catch up on the information shared.
See More
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- Earnings Release Schedule: Plexus Corp. will release its fiscal Q1 2026 results after market close on January 28, 2026, reflecting the company's ongoing commitment to financial transparency.
- Conference Call Timing: Management will host a conference call on January 29, 2026, at 8:30 a.m. Eastern Time to discuss the earnings report, aiming to enhance investor understanding and confidence in the company's performance.
- Webcast Availability: The conference call will be available via a live webcast on Plexus's investor relations section, ensuring global investors can participate in real-time and access the latest information.
- Replay Feature: The recording of the call will be archived on Plexus's website, providing on-demand access for up to 12 months for investors who could not attend live, further enhancing information accessibility and transparency.
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- Market Analysis: The article mentions other stocks that have recently fallen below their 200-day moving average.
- Author's Perspective: The views expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
- Stock Performance Insight: The information highlights the current performance and volatility of PLXS in the stock market.
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- Nasdaq Decline: The Nasdaq Composite fell over 200 points during Friday's session, indicating market weakness and investor unease about future trends, which may lead to short-term capital outflows from tech stocks.
- S&P 500 Continues Downward Trend: The S&P 500 recorded losses for the third consecutive day, closing at 6,939.03, and although it gained 1.4% in January, the recent decline could undermine investor confidence and increase market volatility.
- Dow Jones Performance: The Dow Jones closed lower by approximately 179 points at 48,892.47 on Friday, despite a 1.7% increase in January, but the recent drop may raise concerns about economic recovery and affect market sentiment.
- Analyst Rating Discrepancies: While Wall Street analysts provide new stock picks daily, the wide variation in analyst ratings and price targets leaves investors confused about which analyst's opinion to trust, potentially impacting investment decisions.
See More
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- Significant Revenue Growth: Plexus reported Q1 2026 revenue of $1.07 billion, meeting the midpoint of guidance and reflecting a robust 10% year-over-year increase, indicating strong performance across all market sectors and ongoing market share gains.
- Stable Gross Margin: The gross margin for Q1 was 9.9%, consistent with the previous quarter despite slight impacts from the opening of the new Malaysia facility, demonstrating the company's ability to maintain profitability during expansion.
- Optimistic Outlook: The company projects Q2 2026 revenue between $1.11 billion and $1.15 billion, representing a 6% sequential and 15% year-over-year growth, reflecting improved market demand and strong program wins.
- Increased Investment: Plexus raised its capital spending guidance for fiscal 2026 to $100 million to $120 million, aimed at supporting future revenue growth and operational efficiency, showcasing the company's confidence in long-term development.
See More
Plexus Scheduled to Announce Q1 Earnings on January 28
- Earnings Announcement Schedule: Plexus is set to release its Q1 earnings on January 28 after market close, with consensus EPS estimate at $1.73, flat year-over-year, and revenue expected at $1.07 billion, reflecting a 9.6% year-over-year growth, indicating resilience in the company's stable growth trajectory.
- Historical Performance: Over the past two years, Plexus has beaten EPS estimates 100% of the time, showcasing its earnings stability, although it has only exceeded revenue estimates 50% of the time, suggesting challenges in revenue growth.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen no upward revisions and three downward adjustments, while revenue estimates have experienced three upward revisions with none downward, reflecting increased market confidence in the company's future revenue growth but ongoing concerns regarding profitability.
- Market Focus: As the earnings report approaches, investors will closely monitor Plexus's performance, particularly in the current economic environment, as the company's profitability and revenue growth will directly impact its stock price performance.
See More
Plexus Corp. Schedules Q1 2026 Earnings Release and Conference Call
- Earnings Release Schedule: Plexus Corp. will release its fiscal Q1 2026 results after market close on January 28, 2026, providing investors with critical financial data and business performance insights.
- Conference Call Timing: Management will host a conference call on January 29, 2026, at 8:30 a.m. Eastern Time to discuss the Q1 results, aiming to enhance communication and transparency with investors.
- Webcast Access: Participants are encouraged to join the live audio webcast available in the investor relations section of Plexus' website, ensuring timely information dissemination and broad participation.
- Replay Availability: The webcast will be archived on Plexus' website and available for on-demand access for 12 months, allowing investors who cannot attend live to catch up on the information shared.
See More
Plexus Corp. Schedules Q1 2026 Earnings Release and Conference Call
- Earnings Release Schedule: Plexus Corp. will release its fiscal Q1 2026 results after market close on January 28, 2026, reflecting the company's ongoing commitment to financial transparency.
- Conference Call Timing: Management will host a conference call on January 29, 2026, at 8:30 a.m. Eastern Time to discuss the earnings report, aiming to enhance investor understanding and confidence in the company's performance.
- Webcast Availability: The conference call will be available via a live webcast on Plexus's investor relations section, ensuring global investors can participate in real-time and access the latest information.
- Replay Feature: The recording of the call will be archived on Plexus's website, providing on-demand access for up to 12 months for investors who could not attend live, further enhancing information accessibility and transparency.
See More
Plexus Falls Below 200-Day Moving Average - Significant Development for PLXS
- 52 Week Range: PLXS has a 52-week low of $106.28 and a high of $172.89, with the last trade recorded at $132.74.
- Market Analysis: The article mentions other stocks that have recently fallen below their 200-day moving average.
- Author's Perspective: The views expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
- Stock Performance Insight: The information highlights the current performance and volatility of PLXS in the stock market.
See More
