Jun 2026 (Q3 FY26) — Jul 30, 2026
Plexus Q3 FY26 — Record Revenue and Strong FY27 Outlook
Read the full callPlexus (PLXS) earnings
- Jul 2026
- Jun 2026 (Q3 FY26)
- Sep 2025
Plexus earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1.3 | +28.1% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 4695.1 | −569.4 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 43.0 | −4.7% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
$238.71 −2.85% · −$7.01
Performance +70.6% 1Y
1Y: $139.94 on 14 Oct 2025 → $238.71. High $303.82 (22 Jun 2026), low $132.74 (20 Nov 2025).
- Previous close
- $245.72
- 52-week range
- $132.74 – $303.82
- One year
- +58.88%
Overview
- Symbol
- PLXS
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q2 FY26) — Apr 30, 2026
Plexus Q2 FY26 — Record Wins and Accelerated Revenue Growth Outlook
Read the full callEvery analysed call
Plexus earnings calls (PLXS)
Financials
What the filings say
Net profit, year on year: −5% (quarter to jul 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 4,075 | 1 | 1 | 1 | 4,030 | 1 | 1 | 1 |
| Operating profit | 54 | 47 | 49 | 54 | 53 | 54 | 62 | 61 |
| Operating margin | 1.3% | 4800.6% | 4977.8% | 5264.4% | 1.3% | 5090.8% | 5313.6% | 4695.1% |
| Interest | 6 | 4 | 3 | 3 | 2 | 3 | 3 | 4 |
| Profit before tax | 45 | 43 | 45 | 50 | 50 | 51 | 58 | 56 |
| Tax rate | 9.2% | 14.3% | 13.2% | 9.5% | −3.5% | 19.3% | 13.9% | 23.8% |
| Net profit | 41 | 37 | 39 | 45 | 51 | 41 | 50 | 43 |
| EPS ($ per share) | — | 1.38 | 1.44 | 1.67 | — | 1.54 | 1.86 | 1.61 |
| Line item | Sep 2018 | Sep 2019 | Oct 2020 | Oct 2021 | Oct 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 1,062 | 1,179 | 1,295 | 1,434 | 1,572 | 1,711 | 1,823 | 1,996 |
| Total liabilities | 1,011 | 1,135 | 1,312 | 1,434 | 2,297 | 2,107 | 1,829 | 1,683 |
| Fixed assets | 341 | 384 | 384 | 395 | 445 | 492 | 501 | 546 |
| Total assets | 1,933 | 2,001 | 2,290 | 2,462 | 3,393 | 3,321 | 3,154 | 3,137 |
| Line item | Sep 2018 | Sep 2019 | Oct 2020 | Oct 2021 | Oct 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 67 | 115 | 210 | 143 | -26 | 166 | 437 | 249 |
| Cash from investing | -75 | -89 | -50 | -57 | -102 | -93 | -95 | -96 |
| Cash from financing | -265 | -97 | -1 | -204 | 139 | -93 | -256 | -196 |
| Net cash flow | -272 | -71 | 162 | -117 | 5 | -19 | 91 | -41 |
| Capital expenditure | -63 | -91 | -50 | -57 | -102 | -104 | -95 | -95 |
| Free cash flow | 4 | 25 | 160 | 85 | -128 | 62 | 341 | 154 |
PLXS revenue by segment
Asia Pacific grew from 53% to 59% of revenue over the last two years.
| Segment | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Asia Pacific | 53% | 62% | 60% | 58% | 57% | 57% | 56% | 59% | +30.4% |
| Americas | 34% | 28% | 30% | 31% | 32% | 32% | 34% | 33% | +37.2% |
| EMEA | 14% | 10% | 10% | 12% | 11% | 11% | 10% | 8% | -6.6% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
PLXS operating KPIs by quarter
| KPI | Mar 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Manufacturing program wins | $355MOur team generated a record $355 million in new manufacturing program wins with broad-based contributions across our market sectors.Source: earnings call transcript | $255MFor the third quarter, we secured 31 new manufacturing programs with $255 million in annualized revenue when fully ramped into production.Source: earnings call transcript | -28.2% |
| New manufacturing programs | 30For the fiscal second quarter, we secured 30 new manufacturing programs with a record $355 million in annualized revenue when fully ramped into production.Source: earnings call transcript | 31For the third quarter, we secured 31 new manufacturing programs with $255 million in annualized revenue when fully ramped into production.Source: earnings call transcript | +3.3% |
| Manufacturing program wins Aerospace and Defense | $44MOur fiscal second quarter wins for the aerospace and defense sector were $44 million.Source: earnings call transcript | $135MThis result included an exciting new partnership in our industrial market sector supporting battery energy storage systems for data centers as well as another robust contribution from our aerospace and defense market sector of $135 million.Source: earnings call transcript | +206.8% |
| Funnel of qualified manufacturing opportunities | $4BAs evidence, our funnel of qualified manufacturing opportunities expanded 11% sequentially in the fiscal second quarter and is now $4 billion.Source: earnings call transcript | $4.5BFinally, our funnel of qualified manufacturing opportunities expanded to a record $4.5 billion in support of sustaining robust long-term revenue growth.Source: earnings call transcript | +12.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
116 filings between Oct 27, 2025 and Sep 16, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$23.94M
65 sales by 11 insiders
38% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 29
- Option exercise — converted options into shares
- 17
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 gifts, 1 code i.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Kelsey Todd P. | — | $8.34M | Sep 16, 2026 |
| FOATE DEAN A | — | $3.07M | Feb 6, 2026 |
| Mihm Oliver K. | — | $2.95M | Feb 18, 2026 |
| Ninivaggi Angelo Michael Jr | — | $2.90M | May 8, 2026 |
| Jermain Patrick John | — | $2.76M | Feb 12, 2026 |
| Tan Victor (Pang Hau) | — | $1.43M | May 11, 2026 |
| SCHROCK MICHAEL V | — | $1.10M | Aug 11, 2026 |
| Running Michael J. | — | $472.4K | Jun 5, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 16, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 1,500 | $363.6K |
| Sep 15, 2026 | Abuhl David Westen Sr. VP & CFO | Tax withheld | 800 | $190.8K |
| Sep 15, 2026 | Abuhl David Westen Sr. VP & CFO | Option exercise | 2,500 | — |
| Aug 31, 2026 | Rapp Karen Marie Director | Sale 10b5-1 plan | 500 | $120.4K |
| Aug 19, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 500 | $126.1K |
| Aug 19, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 681 | $171.0K |
| Aug 19, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 319 | $79.4K |
| Aug 11, 2026 | SCHROCK MICHAEL V Director | Sale 10b5-1 plan | 4,000 | $1.10M |
| Jul 15, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 1,000 | $261.1K |
| Jul 15, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 500 | $130.3K |
| Jun 17, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 300 | $88.3K |
| Jun 17, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 352 | $104.2K |
| Jun 17, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 748 | $220.8K |
| Jun 17, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 100 | $29.2K |
| Jun 5, 2026 | Running Michael J. Regional President - AMER | Sale | 510 | $138.8K |
| Jun 3, 2026 | Kelsey Todd P. President & CEO | Sale | 1,000 | $290.0K |
| Jun 1, 2026 | Rapp Karen Marie Director | Sale 10b5-1 plan | 500 | $135.0K |
| May 27, 2026 | Kelsey Todd P. President & CEO | Sale | 1,000 | $274.8K |
| May 20, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 800 | $202.6K |
| May 20, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 700 | $176.5K |
| May 11, 2026 | Tan Victor (Pang Hau) Regional President - APAC | Sale | 3,000 | $813.7K |
| May 8, 2026 | Ninivaggi Angelo Michael Jr EVP, Chief Legal & PAO & Secy | Sale | 224 | $59.6K |
| May 8, 2026 | Ninivaggi Angelo Michael Jr EVP, Chief Legal & PAO & Secy | Sale | 1,562 | $414.2K |
| May 8, 2026 | Ninivaggi Angelo Michael Jr EVP, Chief Legal & PAO & Secy | Sale | 1,484 | $391.9K |
| May 7, 2026 | Ninivaggi Angelo Michael Jr EVP, Chief Legal & PAO & Secy | Sale | 1,294 | $339.6K |
| May 7, 2026 | Ninivaggi Angelo Michael Jr EVP, Chief Legal & PAO & Secy | Sale | 59 | $15.6K |
| May 7, 2026 | Ninivaggi Angelo Michael Jr EVP, Chief Legal & PAO & Secy | Sale | 945 | $249.2K |
| May 6, 2026 | Jermain Patrick John Exec. VP & CFO | Code I | 3,815 | $1.03M |
| May 6, 2026 | Kelsey Todd P. President & CEO | Sale | 1,000 | $270.8K |
| May 5, 2026 | Kelsey Todd P. President & CEO | Sale | 1,000 | $268.8K |
| May 5, 2026 | Kelsey Todd P. President & CEO | Sale | 1,000 | $269.5K |
| May 5, 2026 | Kelsey Todd P. President & CEO | Sale | 1,000 | $267.1K |
| May 4, 2026 | Kelsey Todd P. President & CEO | Sale | 1,000 | $265.1K |
| May 4, 2026 | Kelsey Todd P. President & CEO | Sale | 1,403 | $369.0K |
| Apr 15, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 1,500 | $336.1K |
| Mar 18, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 1,500 | $291.4K |
| Feb 27, 2026 | Rapp Karen Marie Director | Sale 10b5-1 plan | 500 | $97.8K |
| Feb 25, 2026 | Running Michael J. Regional President - AMER | Sale | 700 | $143.8K |
| Feb 25, 2026 | MARTINEZ RANDY J Director | Sale | 1,000 | $203.1K |
| Feb 18, 2026 | Mihm Oliver K. Exec VP & COO | Sale | 9,541 | $1.92M |
| Feb 18, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 2,950 | $579.3K |
| Feb 18, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 1,126 | $220.2K |
| Feb 18, 2026 | Kelsey Todd P. President & CEO | Sale 10b5-1 plan | 1,155 | $224.6K |
| Feb 17, 2026 | Running Michael J. Regional President - AMER | Tax withheld | 516 | $101.1K |
| Feb 17, 2026 | Running Michael J. Regional President - AMER | Option exercise | 1,096 | — |
| Feb 17, 2026 | Ninivaggi Angelo Michael Jr EVP, Chief Legal & PAO & Secy | Option exercise | 3,275 | — |
| Feb 17, 2026 | Tan Victor (Pang Hau) Regional President - APAC | Option exercise | 2,022 | — |
| Feb 17, 2026 | Mihm Oliver K. Exec VP & COO | Sale | 2,226 | $442.5K |
| Feb 17, 2026 | Mihm Oliver K. Exec VP & COO | Tax withheld | 2,048 | $401.3K |
| Feb 17, 2026 | Mihm Oliver K. Exec VP & COO | Option exercise | 4,357 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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