PLEXUS CORP — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Plexus Corp reported fiscal Q3 2026 (ended July 4, 2026) record revenue of $1.305 billion, up 28% YoY and 12% sequentially, with GAAP operating margin 4.7% and non-GAAP 6.3%, non-GAAP diluted EPS $2.32. Won $255M in annualized manufacturing programs; expanded opportunity funnel to $4.5B. Q4 2026 guidance: revenue $1.33–$1.38B (up 4% sequentially, 28% YoY at midpoint), non-GAAP EPS $2.47–$2.63. Full FY2026 now expected to deliver >20% revenue growth with >6% non-GAAP operating margin. Share repurchase: $20.6M at $258.75/share.
Why this rating
Record revenue, strong YoY/sequential growth, expanded pipeline. However, modest GAAP EPS despite revenue gains; working capital headwinds force FY26 FCF guidance negative. Offset by robust FY27 outlook and 14.9% ROIC.
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