Plexus Performance degli utili passati
Criteri Il passato verificati 3/6
Plexus ha registrato una crescita degli utili a un tasso medio annuo di 5.6%, mentre il settore Electronic ha registrato utili in crescita a un tasso medio annuo di 2%. I ricavi sono stati in crescita a un tasso medio annuo di 4.3%. Il ritorno sul capitale proprio di Plexus è 12.1% e ha margini netti di 4%.
Informazioni chiave
5.59%
Tasso di crescita degli utili
6.91%
Tasso di crescita dell'EPS
| Electronic Crescita del settore | 15.34% |
| Tasso di crescita dei ricavi | 4.25% |
| Rendimento del capitale proprio | 12.13% |
| Margine netto | 4.03% |
| Ultimo aggiornamento sugli utili | 04 Jul 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • Aug 03
PLXS: Earnings And Secular End Markets Will Drive Future Upside Potential
Analysts have raised the Plexus price target to $330 from $220, citing updated assumptions around revenue growth, profit margins, and future P/E, as well as recent management meetings that reinforced confidence in the company’s position across key end markets. Analyst Commentary Recent research commentary around Plexus highlights a clear tilt toward a more optimistic stance on the stock.
Aggiornamento narrativa • Jul 20
PLXS: Fair Outlook Balances Secular End Markets With Execution And Macro Risks
Plexus' fair value estimate has been raised from $173 to $258. This reflects higher analyst price targets and renewed confidence in the company's growth trajectory, margin potential, and positioning across aerospace and defense, semiconductor capital equipment, and emerging data center markets.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
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Nuova 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?Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Nuova 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?Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Plexus guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 04 Jul 26 | 4,597 | 185 | 232 | 0 |
| 04 Apr 26 | 4,310 | 188 | 211 | 0 |
| 03 Jan 26 | 4,127 | 177 | 202 | 0 |
| 27 Sep 25 | 4,033 | 173 | 200 | 0 |
| 28 Jun 25 | 4,025 | 163 | 202 | 0 |
| 29 Mar 25 | 3,968 | 143 | 202 | 0 |
| 28 Dec 24 | 3,954 | 120 | 197 | 0 |
| 28 Sep 24 | 3,961 | 112 | 190 | 0 |
| 29 Jun 24 | 3,934 | 111 | 180 | 0 |
| 30 Mar 24 | 3,995 | 102 | 173 | 0 |
| 30 Dec 23 | 4,099 | 126 | 175 | 0 |
| 30 Sep 23 | 4,210 | 139 | 176 | 0 |
| 01 Jul 23 | 4,310 | 149 | 177 | 0 |
| 01 Apr 23 | 4,270 | 171 | 179 | 0 |
| 31 Dec 22 | 4,088 | 157 | 173 | 0 |
| 01 Oct 22 | 3,811 | 138 | 167 | 0 |
| 02 Jul 22 | 3,531 | 121 | 159 | 0 |
| 02 Apr 22 | 3,364 | 111 | 151 | 0 |
| 01 Jan 22 | 3,356 | 126 | 149 | 0 |
| 02 Oct 21 | 3,369 | 139 | 144 | 0 |
| 03 Jul 21 | 3,439 | 143 | 146 | 0 |
| 03 Apr 21 | 3,482 | 152 | 147 | 0 |
| 02 Jan 21 | 3,368 | 123 | 146 | 0 |
| 03 Oct 20 | 3,390 | 117 | 153 | 0 |
| 04 Jul 20 | 3,287 | 117 | 153 | 0 |
| 04 Apr 20 | 3,230 | 106 | 153 | 0 |
| 04 Jan 20 | 3,251 | 117 | 152 | 0 |
| 28 Sep 19 | 3,164 | 109 | 148 | 0 |
| 29 Jun 19 | 3,125 | 145 | 146 | 0 |
| 30 Mar 19 | 3,052 | 146 | 144 | 0 |
| 29 Dec 18 | 2,962 | 134 | 143 | 0 |
| 29 Sep 18 | 2,874 | 13 | 140 | 0 |
| 30 Jun 18 | 2,772 | -31 | 133 | 0 |
| 31 Mar 18 | 2,665 | -32 | 130 | 0 |
| 30 Dec 17 | 2,570 | -15 | 125 | 0 |
| 30 Sep 17 | 2,528 | 112 | 126 | 0 |
| 01 Jul 17 | 2,511 | 102 | 124 | 0 |
| 01 Apr 17 | 2,560 | 103 | 122 | 0 |
| 31 Dec 16 | 2,574 | 90 | 119 | 0 |
| 01 Oct 16 | 2,556 | 76 | 115 | 0 |
| 02 Jul 16 | 2,572 | 81 | 115 | 0 |
| 02 Apr 16 | 2,574 | 79 | 116 | 0 |
| 02 Jan 16 | 2,606 | 86 | 118 | 0 |
| 03 Oct 15 | 2,654 | 94 | 122 | 0 |
Guadagni di qualità: PLXS ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di PLXS (4%) sono inferiori rispetto allo scorso anno (4.1%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di PLXS sono cresciuti del 5.6% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di PLXS nell'ultimo anno ( 13.5% ) supera la media quinquennale ( 5.6% all'anno).
Guadagni vs Settore: La crescita degli utili PLXS nell'ultimo anno ( 13.5% ) non ha superato quella del settore Electronic 18.3%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 12.1% ) di PLXS è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/11 22:56 |
| Prezzo dell'azione a fine giornata | 2026/08/11 00:00 |
| Utili | 2026/07/04 |
| Utili annuali | 2025/09/27 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Plexus Corp. è coperta da 15 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Reik Read | Baird |
| Wamsi Mohan | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |