PLEXUS CORP — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Plexus reported fiscal Q4 2026 revenue of $1.427 billion (GAAP operating margin 6.0%, non-GAAP 6.7%, diluted EPS $2.51), exceeding guidance of $1.330–$1.380B and $2.18–$2.34 EPS. Full-year FY2026 revenue reached $4.965 billion (+23% YoY) with non-GAAP operating margin of 6.2% and diluted EPS of $7.41 (non-GAAP $8.97). The company raised its operating margin target from 6% to 6.5%–7.0% and guided Q1 FY2027 revenue of $1.410–$1.460B (flat sequentially, +34% YoY) with non-GAAP EPS of $2.46–$2.62. Won $290M in annualized new manufacturing programs; approved $100M share repurchase program for FY2027.
Why this rating
Strong beat on revenue and profitability with raised margin guidance; 23% YoY growth material to $3.4B market cap. Q1 guidance reaffirms momentum. Execution risk modest.
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