Plexus Gestion
Gestion contrôle des critères 3/4
Le PDG Plexus est Todd Kelsey, nommé en Sep2016, a un mandat de 9.67 ans. La rémunération annuelle totale est $ 10.84M, composée du salaire de 10.1% et des bonus 89.9%, y compris les actions et options de la société. détient directement 0.27% des actions de la société, d'une valeur de $ 19.76M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.3 ans et 9.5 ans.
Informations clés
Todd Kelsey
Directeur général
US$10.8m
Rémunération totale
| Pourcentage du salaire du PDG | 10.15% |
| Durée du mandat du directeur général | 9.7yrs |
| Propriété du PDG | 0.3% |
| Durée moyenne d'occupation des postes de direction | 5.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 9.5yrs |
Mises à jour récentes de la gestion
Recent updates
Nouveau récit • 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?
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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?Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Seeking Alpha • Sep 11
Plexus: Pipeline Underscores The Growth Potential Amid Short-Term Headwinds
Summary Plexus delivers steady execution and stable margins, but faces uneven growth and slower program ramps compared to AI-focused peers. Revenue and earnings growth are projected to be modest, with recovery in industrial and healthcare end markets critical for upside. Valuation remains reasonable, trading near historical P/E, but lacks catalysts to drive a bullish re-rating in the near term. With limited near-term upside and risks from slow program execution, I maintain a neutral stance on Plexus shares. Read the full article on Seeking AlphaArticle d’analyse • 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...Article d’analyse • Jun 24
Why Investors Shouldn't Be Surprised By Plexus Corp.'s (NASDAQ:PLXS) P/E
Plexus Corp.'s ( NASDAQ:PLXS ) price-to-earnings (or "P/E") ratio of 25.4x might make it look like a sell right now...Seeking Alpha • Sep 16
Plexus Is Overvalued Despite Its Unique Position In Manufacturing
Summary Plexus has a distinct position in the manufacturing market for low-to-mid volume in specialized industries with high regulatory requirements, like healthcare and defense. This provides somewhat of a moat. Despite this strength, the stock is currently overvalued based on my peer and company-specific historical valuation analysis. I expect its P/E non-GAAP ratio will contract. In an optimistic scenario, there is the potential for a 12-month return of 20%+. However, this depends on EPS up revisions continuing and a moderate contraction in its P/E ratio. Even in the event of a strong 12-month return, the long-term thesis is weaker due to lower fundamental growth estimates for FY26 against FY25. Read the full article on Seeking Alpha
Nouveau récit • Sep 04
Aerospace And Healthcare Drive Growth Amid Rising Efficiency And Responsible Practices
Expected revenue growth driven by strong demand in Aerospace, Healthcare/Life Sciences, and semiconductor sectors, enhancing future earnings.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| 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$109m |
Rémunération vs marché: La rémunération totale de Todd ($USD 10.84M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.29M ).
Rémunération et revenus: La rémunération de Todd a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Todd Kelsey (60 yo)
9.7yrs
Titularisation
US$10,839,258
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 9.7yrs | US$10.84m | 0.27% $ 19.8m | |
| Executive VP & COO | 4.3yrs | US$3.20m | 0.052% $ 3.8m | |
| Executive VP | 20.3yrs | US$2.32m | 0.061% $ 4.4m | |
| Regional President of APAC | 7yrs | US$1.91m | 0.039% $ 2.9m | |
| CFO & Senior VP | no data | pas de données | pas de données | |
| Chief Information & Technology Officer | 4yrs | pas de données | pas de données | |
| Vice President of Investor Relations | 5.3yrs | pas de données | pas de données | |
| Chief Human Resources Officer | 3.3yrs | pas de données | pas de données | |
| Regional President of AMER | 9.6yrs | pas de données | 0.0044% $ 320.6k | |
| Chief Quality Officer | 9.6yrs | pas de données | pas de données | |
| Controller & VP of Finance - EMEA | no data | pas de données | pas de données | |
| Senior Vice President of Sustaining Services | 4.3yrs | pas de données | pas de données |
5.3yrs
Durée moyenne de l'emploi
59yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de PLXS est chevronnée et expérimentée (5.3 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 9.8yrs | US$10.84m | 0.27% $ 19.8m | |
| Non-Executive Chairman | 26.3yrs | US$478.10k | 0.43% $ 31.2m | |
| Independent Director | 9.2yrs | US$300.03k | 0.060% $ 4.4m | |
| Independent Director | 4.8yrs | US$290.03k | 0.019% $ 1.4m | |
| Independent Lead Director | 20.1yrs | US$320.03k | 0.17% $ 12.1m | |
| Independent Director | 13.3yrs | US$300.03k | 0.11% $ 8.1m | |
| Independent Director | 6.1yrs | US$290.03k | 0.028% $ 2.0m | |
| Independent Director | 11.3yrs | US$300.03k | 0.081% $ 5.9m | |
| Independent Director | 3.3yrs | US$290.03k | 0.013% $ 914.2k | |
| Independent Director | 8.2yrs | US$290.03k | 0.032% $ 2.3m |
9.5yrs
Durée moyenne de l'emploi
66yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de PLXS sont considérés comme expérimentés (ancienneté moyenne 9.5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/27 05:33 |
| Cours de l'action en fin de journée | 2026/05/27 00:00 |
| Les revenus | 2026/04/04 |
| Revenus annuels | 2025/09/27 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Plexus Corp. est couverte par 15 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Reik Read | Baird |
| Wamsi Mohan | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |