Plexus (PLXS)
Designs, manufactures, and services complex aerospace, medical, and industrial products.
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Designs, builds, supplies, and services complex products for aerospace and defense, healthcare and life sciences, and industrial customers. Revenue comes from outsourced product programs rather than proprietary products, usually through turnkey arrangements that include procuring and warehousing assembly materials.
Provides Design and Development, Supply Chain Solutions, New Product Introduction, Manufacturing, and Sustaining Services for complex products in Aerospace/Defense, Healthcare/Life Sciences, and Industrial markets. Work spans commercialization, procurement, full-volume production, repair, refurbishment, and end-of-life support, generally under turnkey arrangements in which materials are procured and warehoused for customers.
Operates facilities across the Americas, Asia-Pacific, and Europe, the Middle East and Africa, with Asia-Pacific generating most sales. Standardized processes, product-development expertise, quality controls, and regulatory certifications support high-mix programs such as medical devices, aerospace and defense systems, industrial automation, and semiconductor manufacturing equipment.
Does not sell proprietary end products: revenue follows customers' outsourced programs. Demand can change or be canceled without long-term commitments, while execution depends on component availability, trade compliance, customer forecasts, and meeting demanding quality and regulatory requirements.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | KeyBanc | Upgrade | Target: — | Target: $300 |
| Jul 31, 2026 | Sidoti & Co. | Upgrade | ||
| Jun 22, 2026 | Stifel Nicolaus | Target | Target: $280 | Target: $330 |
| Jun 1, 2026 | Needham | Reiterate | Rating: —Target: $285 | Target: $310 |
| May 26, 2026 | Stifel Nicolaus | Target | Target: $250 | Target: $280 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 4, 2026Cash & short-term investments $314.1M · Total debt $299.3M · Total assets $3.63B · Shareholders' equity $1.53B
- Revenue
- $1.30B
- Operating income
- $61.3M
- Net income
- $43.0M
No dividends on record.
| Institutions | ≈ 100.17% | 26.70M shares | |
|---|---|---|---|
| 459 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.39% | 369.6K shares | |
| 16 holders · as of Sep 17, 2026 | |||
| Adds to | 101.56% | ||
26.65M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.56%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.37% | 4.36M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.92% | 2.11M | as of Jun 30, 2026 |
American Century Investment Management, Inc.Institution | 5.86% | 1.56M | filed Feb 13, 2026 |
Disciplined Growth Investors Inc /MNInstitution | 5.41% | 1.44M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.53% | 1.21M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 16, 2026 | Todd P. Kelsey | director, officer: President & CEO | −1,500 | $242.41 |
| Aug 31, 2026 | Karen Marie Rapp | director | −500 | $240.87 |
| Aug 19, 2026 | Todd P. Kelsey | director, officer: President & CEO | −1,500 | $250.98 |
| Aug 11, 2026 | Michael V. Schrock | director | −4,000 | $275.00 |
| Jul 15, 2026 | Todd P. Kelsey | director, officer: President & CEO | −1,500 | $260.88 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Plexus | $261.78 | +3.73% | $6.75B | 37.3 | 26.1 | 1.5 | +28.1% |
| Jabil | $305.71 | +0.67% | $31.82B | 37.9 | 19.4 | 0.9 | +11.8% |
| Flex | $113.68 | +1.85% | $41.23B | 43.1 | 21.8 | 1.4 | +20.6% |
| Sanmina | $211.13 | +0.79% | $11.23B | 37.5 | 16.8 | 0.9 | +69.7% |
| Benchmark Electronics | $81.17 | +5.19% | $2.77B | 52.5 | 25.3 | 1.0 | +17.7% |
| Celestica | $351.43 | +2.04% | $39.60B | 35.8 | 23.4 | 2.5 | +61.3% |
| Kimball Electronics | $25.96 | +1.23% | $616.6M | 22.7 | 16.6 | 0.4 | −2.3% |
| Fabrinet | $397.47 | −1.02% | $14.39B | 30.8 | 21.8 | 3.1 | +44.6% |
| Median | 37.5 | 21.8 | 1.0 | +20.6% |