Plexus Dirección
Dirección controles de criterios 3/4
El CEO de Plexus es Todd Kelsey , nombrado en Sep 2016, tiene una permanencia de 9.83 años. compensación anual total es $10.84M, compuesta por 10.1% salario y 89.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.26% de las acciones de la empresa, por valor de $18.41M. La antigüedad media del equipo directivo y de la junta directiva es de 5.5 años y 9.6 años, respectivamente.
Información clave
Todd Kelsey
Chief Executive Officer (CEO)
US$10.8m
Compensación total
| Porcentaje del salario del CEO | 10.15% |
| Permanencia del CEO | 9.8yrs |
| Participación del CEO | 0.3% |
| Permanencia media de la dirección | 5.5yrs |
| Promedio de permanencia en la Junta Directiva | 9.6yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Jul 10
Plexus: The Multiple Has Front-Run The Story
Summary Plexus has doubled in 12 months, now trading at 32x forward P/E, despite lacking direct AI infrastructure exposure. Q2 delivered strong revenue (+19% YoY), margin expansion, and robust sector momentum, especially in industrial semi-cap and aerospace/defense. PLXS's valuation has outpaced fundamentals; FCF yield remains sub-1%, and AI exposure is indirect, limiting upside versus peers. We rate PLXS a Hold with a fair value target of $240, citing full valuation and risk of multiple compression. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 06
PLXS: Secular Growth Exposure And Macro Uncertainty Will Likely Cap Further Upside
The Plexus analyst price target has been adjusted from $280.75 to $293.25. Analysts cite reaffirmed long-term growth and margin potential following recent management meetings as the key rationale for the update.Actualización de narrativa • Jun 22
PLXS: Secular Demand Strength And Macro Uncertainty Will Likely Restrain Upside
The Plexus analyst price target has been raised from $285 to $310. Analysts point to meetings with management that strengthened their confidence in the company's growth outlook, margin potential, and exposure to areas such as A&D, Semi Cap, and emerging data center applications.Actualización de narrativa • Jun 05
PLXS: Secular Demand Strength And Higher P/E Will Likely Restrain Upside
Analysts have lifted Plexus' implied fair value in this framework from $210.80 to $280.75, reflecting updated assumptions that point to higher revenue, slightly stronger profit margins, and a richer future P/E multiple supported by recent Street research highlighting the company's positioning in secular growth areas like A&D, Semi Cap, and emerging Data Center applications. Analyst Commentary Bullish Takeaways Bullish analysts have moved their price targets higher, which aligns with the updated implied fair value and signals greater confidence in the stock's risk and reward profile.
Nueva narrativa • May 04
Semicap And Aerospace Slowdowns Will Pressure Margins And Constrain Future Cash Generation
Catalysts About Plexus Plexus provides design, engineering and manufacturing services for complex electronic products across aerospace and defense, healthcare, industrial and other end markets. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Apr 25
PLXS: Higher P/E And Rich Multiple Will Likely Cap Future Upside
Plexus' analyst fair value estimate has been adjusted from $200.80 to $210.80 as analysts factor in updated assumptions on growth, margins and future P/E, supported by a series of recent target increases and an upgrade from major research firms. Analyst Commentary Recent Street research on Plexus focuses on refreshed targets and an upgrade, which analysts link to their updated assumptions on growth, margins and the P/E they are willing to apply to the stock.Actualización de narrativa • Apr 10
PLXS: Higher P/E Assumptions Will Likely Limit Upside Despite Buybacks
Analysts have raised their price targets on Plexus from $25 to $50, citing updated assumptions around discount rates and future P/E ratios that support a refined view of the stock's valuation. Analyst Commentary Recent research updates on Plexus focus heavily on how revised discount rates and updated P/E assumptions shape the new price targets.Actualización de narrativa • Mar 27
PLXS: Raised Price Views And Buybacks Will Likely Support Balanced Trading Outlook
Analysts have raised their Plexus price targets by $25 to $50, pointing to modestly adjusted assumptions for growth, margins, and future P/E to support their higher valuation views. Analyst Commentary Recent research points to a cluster of higher Plexus price targets in the US$25 to US$50 range above prior levels, reflecting tweaked assumptions around growth, margins, and the P/E multiple investors might be willing to pay.Actualización de narrativa • Mar 12
PLXS: Updated Earnings Views And Buybacks Will Likely Support Balanced Trading Outlook
Analysts have raised their average Plexus price target by a combined $105. This reflects updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples.Actualización de narrativa • Feb 26
PLXS: Higher Earnings Assumptions And Buybacks May Sustain Sideways Trading
Narrative Update on Plexus The analysts’ average price target for Plexus has increased by a combined $105 in recent reports, reflecting updated assumptions for discount rates, revenue growth, profit margins, and a slightly lower future P/E multiple. Analyst Commentary Recent Street research on Plexus centers on higher price targets, with analysts updating their models around discount rates, revenue expectations, margin assumptions, and a slightly lower future P/E multiple.Actualización de narrativa • Feb 09
PLXS: Higher Earnings Assumptions May Support Sideways Trading Near Current Range
The analyst price target for Plexus has shifted from US$159 to about US$201, as analysts factor in updated views on revenue growth, profit margins, and the P/E multiple they are comfortable assigning to the stock. Analyst Commentary Bullish analysts have increased their price targets in several steps, including US$25, US$30, and US$50 adjustments, which lines up with the higher overall target of about US$201.
Nueva narrativa • Jan 31
Aerospace And Defense Outsourcing Wave Will Support Stronger Long Term Outlook
Catalysts About Plexus Plexus provides outsourced design, engineering and manufacturing solutions for complex products across Healthcare, Industrial and Aerospace and Defense end markets. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 26
PLXS: Manufacturing Partnership And Stable Outlook Will Likely Support Sideways Trading
Analysts have maintained their Plexus fair value estimate at $159.00. The updated assumptions reflect slightly adjusted revenue growth, revised profit margin expectations, and a marginally higher future P/E multiple as they refine their price target framework.Actualización de narrativa • Jan 12
PLXS: Robust Finish And New Partnership Will Likely Support Sideways Trading
Analysts have raised their Plexus price target to $150 from $140, citing solid recent results and consistent execution. They also noted a more cautious stance on longer term estimates given the current macro backdrop.Artículo de análisis • Dec 30
Is It Too Late To Consider Buying Plexus Corp. (NASDAQ:PLXS)?
Plexus Corp. ( NASDAQ:PLXS ), is not the largest company out there, but it saw a double-digit share price rise of over...Actualización de narrativa • Dec 24
PLXS: Shares Will Likely Trade Sideways As Robust Finish Meets Rich Pricing
Analysts have nudged their Plexus price target higher to $150 from $140, citing a robust fiscal year finish that beat sales and earnings expectations while still acknowledging valuation and macroeconomic uncertainties. Analyst Commentary Street research on Plexus reflects a mix of optimism around recent execution and caution regarding valuation and the macro backdrop, leading to a more balanced risk reward profile at current levels.Actualización de narrativa • Dec 10
PLXS: Shares Will Likely Trade Steadily As Execution Offsets Macro Caution
Analysts have modestly increased their Plexus price target to approximately $159 per share. This reflects confidence in the company’s robust execution and long term growth prospects, despite a more cautious stance on the macro environment and valuation.Actualización de narrativa • Nov 26
PLXS: Shares Will Likely Climb With Confidence In Earnings Momentum
Analysts have modestly increased Plexus’s average price target, citing robust recent results, a positive management outlook, and continued confidence in the company’s growth prospects, with new targets ranging up to $165 from previous levels around $140 to $160. Analyst Commentary Following the latest quarterly report, analysts have provided updated perspectives on Plexus, balancing improved outlooks with some caution regarding future risks.Actualización de narrativa • Nov 09
PLXS: Shares Will Likely Reflect Mixed Views As Macro Uncertainty Persists
Analysts have slightly raised their price targets for Plexus, citing strong recent results and ongoing confidence in the company's growth prospects. The new targets range from $150 to $165, which is an increase of $10 to $5 from previous estimates.Actualización de narrativa • Oct 26
Execution On Expansion Plans Will Shape Near-Term Manufacturing Opportunities
The analyst consensus price target for Plexus has increased by $4.40 to $159.00. This reflects upward revisions in revenue growth expectations and ongoing confidence in management’s execution, even as some firms have issued cautious outlooks recently.Artículo de análisis • Sep 11
Return Trends At Plexus (NASDAQ:PLXS) Aren't Appealing
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Apr 04 2026 | n/a | n/a | US$188m |
| Jan 03 2026 | n/a | n/a | US$177m |
| Sep 27 2025 | US$11m | US$1m | US$173m |
| Jun 28 2025 | n/a | n/a | US$163m |
| Mar 29 2025 | n/a | n/a | US$143m |
| Dec 28 2024 | n/a | n/a | US$120m |
| Sep 28 2024 | US$8m | US$1m | US$112m |
| Jun 29 2024 | n/a | n/a | US$111m |
| Mar 30 2024 | n/a | n/a | US$102m |
| Dec 30 2023 | n/a | n/a | US$126m |
| Sep 30 2023 | US$9m | US$1m | US$139m |
| Jul 01 2023 | n/a | n/a | US$149m |
| Apr 01 2023 | n/a | n/a | US$171m |
| Dec 31 2022 | n/a | n/a | US$157m |
| Oct 01 2022 | US$7m | US$1m | US$138m |
| Jul 02 2022 | n/a | n/a | US$121m |
| Apr 02 2022 | n/a | n/a | US$111m |
| Jan 01 2022 | n/a | n/a | US$126m |
| Oct 02 2021 | US$8m | US$1m | US$139m |
| Jul 03 2021 | n/a | n/a | US$143m |
| Apr 03 2021 | n/a | n/a | US$152m |
| Jan 02 2021 | n/a | n/a | US$123m |
| Oct 03 2020 | US$8m | US$1m | US$117m |
| Jul 04 2020 | n/a | n/a | US$117m |
| Apr 04 2020 | n/a | n/a | US$106m |
| Jan 04 2020 | n/a | n/a | US$117m |
| Sep 28 2019 | US$7m | US$959k | US$109m |
Compensación vs. Mercado: La compensación total ($USD10.84M) de Todd está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD8.35M).
Compensación vs. Ingresos: La compensación de Todd ha aumentado más de un 20% en el último año.
CEO
Todd Kelsey (61 yo)
9.8yrs
Permanencia
US$10,839,258
Compensación
Mr. Todd P. Kelsey has been the Chief Executive Officer of Plexus Corp. since September 30, 2016 and served as its President since September 30, 2016 until 2022. He serves as President at Plexus Corp. sinc...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 9.8yrs | US$10.84m | 0.26% $ 18.4m | |
| Executive VP & COO | 4.5yrs | US$3.20m | 0.052% $ 3.7m | |
| Executive VP | 20.5yrs | US$2.32m | 0.061% $ 4.3m | |
| Regional President of APAC | 7.2yrs | US$1.91m | 0.039% $ 2.8m | |
| CFO & Senior VP | less than a year | sin datos | sin datos | |
| Chief Information & Technology Officer | 4.2yrs | sin datos | sin datos | |
| Vice President of Investor Relations | 5.5yrs | sin datos | sin datos | |
| Chief Human Resources Officer | 3.5yrs | sin datos | sin datos | |
| Regional President of AMER | 9.8yrs | sin datos | 0.0025% $ 178.1k | |
| Chief Quality Officer | 9.8yrs | sin datos | sin datos | |
| Controller & VP of Finance - EMEA | no data | sin datos | sin datos | |
| Senior Vice President of Sustaining Services | 4.5yrs | sin datos | sin datos |
5.5yrs
Permanencia media
60yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de PLXS es experimentado (5.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 9.9yrs | US$10.84m | 0.26% $ 18.4m | |
| Non-Executive Chairman | 26.5yrs | US$478.10k | 0.43% $ 30.6m | |
| Independent Director | 9.3yrs | US$300.03k | 0.060% $ 4.3m | |
| Independent Director | 4.9yrs | US$290.03k | 0.019% $ 1.4m | |
| Independent Lead Director | 20.3yrs | US$320.03k | 0.17% $ 11.8m | |
| Independent Director | 13.5yrs | US$300.03k | 0.11% $ 7.9m | |
| Independent Director | 6.3yrs | US$290.03k | 0.028% $ 2.0m | |
| Independent Director | 11.4yrs | US$300.03k | 0.081% $ 5.8m | |
| Independent Director | 3.4yrs | US$290.03k | 0.013% $ 895.3k | |
| Independent Director | 8.3yrs | US$290.03k | 0.030% $ 2.1m |
9.6yrs
Permanencia media
67yo
Promedio de edad
Junta con experiencia: La junta directiva de PLXS se considera experimentada (9.6 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/12 20:17 |
| Precio de las acciones al final del día | 2026/07/10 00:00 |
| Beneficios | 2026/04/04 |
| Ingresos anuales | 2025/09/27 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Plexus Corp. está cubierta por 15 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Reik Read | Baird |
| Wamsi Mohan | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |