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Plexus Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $1.87 |
| EPS actual | $2.05 |
| EPS Surprise | 9.63% |
| Revenue estimate | 1.131B |
| Revenue actual | 1.164B |
| Revenue Surprise | 2.92% |
| Release date | Jan 28, 2026 |
| EPS estimate | $1.77 |
| EPS actual | $1.78 |
| EPS Surprise | 0.565% |
| Revenue estimate | 1.072B |
| Revenue actual | 1.07B |
| Revenue Surprise | -0.240% |
| Release date | Oct 22, 2025 |
| EPS estimate | $1.87 |
| EPS actual | $2.14 |
| EPS Surprise | 14.44% |
| Revenue estimate | 1.046B |
| Revenue actual | 1.058B |
| Revenue Surprise | 1.20% |
| Release date | Jul 23, 2025 |
| EPS estimate | $1.71 |
| EPS actual | $1.90 |
| EPS Surprise | 11.11% |
| Revenue estimate | 1.084B |
| Revenue actual | 1.018B |
| Revenue Surprise | -6.04% |
Last 4 Quarters for Plexus
Below you can see how PLXS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 23, 2025 |
| Price on release | $133.83 |
| EPS estimate | $1.71 |
| EPS actual | $1.90 |
| EPS surprise | 11.11% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $138.86 |
| Jul 18, 2025 | $134.79 |
| Jul 21, 2025 | $135.56 |
| Jul 22, 2025 | $133.62 |
| Jul 23, 2025 | $133.83 |
| Jul 24, 2025 | $118.29 |
| Jul 25, 2025 | $123.25 |
| Jul 28, 2025 | $124.70 |
| Jul 29, 2025 | $128.52 |
| 4 days before | -3.62% |
| 4 days after | -3.97% |
| On release day | -11.61% |
| Change in period | -7.45% |
| Release date | Oct 22, 2025 |
| Price on release | $146.10 |
| EPS estimate | $1.87 |
| EPS actual | $2.14 |
| EPS surprise | 14.44% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $150.32 |
| Oct 17, 2025 | $148.52 |
| Oct 20, 2025 | $151.16 |
| Oct 21, 2025 | $150.33 |
| Oct 22, 2025 | $146.10 |
| Oct 23, 2025 | $149.86 |
| Oct 24, 2025 | $143.92 |
| Oct 27, 2025 | $143.27 |
| Oct 28, 2025 | $143.68 |
| 4 days before | -2.81% |
| 4 days after | -1.66% |
| On release day | 2.57% |
| Change in period | -4.42% |
| Release date | Jan 28, 2026 |
| Price on release | $180.85 |
| EPS estimate | $1.77 |
| EPS actual | $1.78 |
| EPS surprise | 0.565% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $181.26 |
| Jan 23, 2026 | $174.02 |
| Jan 26, 2026 | $175.89 |
| Jan 27, 2026 | $173.51 |
| Jan 28, 2026 | $180.85 |
| Jan 29, 2026 | $197.60 |
| Jan 30, 2026 | $199.33 |
| Feb 02, 2026 | $204.96 |
| Feb 03, 2026 | $203.78 |
| 4 days before | -0.226% |
| 4 days after | 12.68% |
| On release day | 9.26% |
| Change in period | 12.42% |
| Release date | Apr 29, 2026 |
| Price on release | $250.60 |
| EPS estimate | $1.87 |
| EPS actual | $2.05 |
| EPS surprise | 9.63% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $249.87 |
| Apr 24, 2026 | $254.08 |
| Apr 27, 2026 | $249.14 |
| Apr 28, 2026 | $246.33 |
| Apr 29, 2026 | $250.60 |
| Apr 30, 2026 | $250.58 |
| May 01, 2026 | $264.60 |
| May 04, 2026 | $262.55 |
| May 05, 2026 | $265.11 |
| 4 days before | 0.292% |
| 4 days after | 5.79% |
| On release day | -0.0080% |
| Change in period | 6.10% |
Plexus Earnings Call Transcript Summary of Q2 2026
Plexus reported a strong Q2 FY2026 with revenue of $1.164B (up 19% YoY), non-GAAP EPS of $2.05, and a non-GAAP operating margin of 6%. The company recorded a record $355M of annualized new program wins (30 programs) and expanded its funnel of qualified manufacturing opportunities to $4B (up 11% sequentially). Management raised its FY2026 revenue outlook and now expects mid‑teens (or greater) revenue growth driven by program ramps, market share gains (notably in semicap and aerospace & defense), and improving end-market demand. Q3 guidance: revenue $1.2B–$1.25B, non‑GAAP operating margin 5.9%–6.3%, and non‑GAAP EPS $2.02–$2.18. Gross margin guidance for Q3 is 9.9%–10.2%. The company is increasing investments in automation, technology and working capital to support accelerated growth, expects FY2026 capex of $100M–$120M, and now forecasts FY2026 free cash flow of $50M–$75M. Working capital remains disciplined: cash cycle was 64 days in Q2, expected 67–71 days in Q3 with a target to finish FY26 in the low‑60s. Management noted some commodity lead‑time pressure (semiconductors, passives, PCB fabs, magnetics), but said proactive supply‑chain actions and customer collaboration mitigate risk. Leadership transition: Pat Jermain is retiring as CFO; David Abuhl will be CFO.
