Plexus Corp. (PLXS)

In the past six months, Plexus Corp. experienced several stock events. The company reported strong Q4 fiscal year 2025 results, but the stock showed minimal movement. Sidoti downgraded Plexus to "Neutral" due to an uncertain macro environment. Several insider stock sales occurred between August and October 2025. An equity buyback plan update was released on August 1, 2025. Plexus held its Q3 2025 earnings call, announcing better-than-expected revenue and adjusted EPS.

Plexus Corp. experiences demand seasonality, particularly within its Industrial sector, where the energy subsector typically sees a decrease in demand during the fiscal first quarter. The Healthcare/Life Sciences sector is anticipated to experience growth in the fiscal first quarter of 2026. The Aerospace/Defense sector is expected to return to growth in Q1 2026. The company's revenue breakdown by market sector shows Industrial/Commercial at 44%, Healthcare/Life Sciences at 32%, and Aerospace/Defense at 24%.

Plexus Corp. is a global leader in the Electronic Manufacturing Services (EMS) industry, offering design, manufacturing, and aftermarket services for complex electronic products, operating within the Technology sector, specifically in the Electronic Components industry. Plexus partners with companies in Healthcare/Life Sciences, Industrial/Commercial, Aerospace/Defense, and Communications, focusing on high-complexity, mid-to-low volume projects.

Plexus Corp. has a global presence in North America, Europe, and Asia-Pacific, with over 20,000 team members across 26 global facilities, including locations in Appleton, Wisconsin (USA), Xiamen, China, Bangkok, Thailand, and Penang, Malaysia. The company's segments are categorized as AMER (Americas), APAC (Asia-Pacific), and EMEA (Europe, Middle East, and Africa).

Plexus Corp.'s brand reputation in the past year appears positive, emphasizing innovation, operational excellence, and customer-centric solutions. Plexus received GE Vernova's Supplier Innovation Award for the APAC Region. Bevi's sustainable smart water dispensers, manufactured by Plexus, were named the "Coolest Thing Made in Wisconsin" in 2023. Plexus team members completed over 32,000 volunteer hours, a 47% increase compared to fiscal 2024.

Plexus Corp. is a publicly traded company with ownership distributed among institutional investors, individual investors, and company insiders. Institutional investors and hedge funds collectively own a significant portion of the company's stock, around 94.45%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and Disciplined Growth Investors Inc /mn. Company insiders own 1.76% of the stock.