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Plexus Corp.NasdaqGS:PLXS 株式レポート

時価総額 US$7.3b
株価
US$268.26
US$210.8
27.3% 割高 内在価値ディスカウント
1Y105.3%
7D3.8%
1D
ポートフォリオ価値
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Plexus Corp.

NasdaqGS:PLXS 株式レポート

時価総額:US$7.3b

Plexus(PLXS)株式概要

プレクサス社は、米国、アジア太平洋、ヨーロッパ、中東、アフリカで電子機器製造サービスを提供している。 詳細

PLXS ファンダメンタル分析
スノーフレーク・スコア
評価1/6
将来の成長1/6
過去の実績5/6
財務の健全性6/6
配当金0/6

PLXS Community Fair Values

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Plexus Corp. 競合他社

価格と性能

株価の高値、安値、推移の概要Plexus
過去の株価
現在の株価US$268.26
52週高値US$275.83
52週安値US$115.35
ベータ0.88
1ヶ月の変化7.67%
3ヶ月変化34.80%
1年変化105.34%
3年間の変化195.83%
5年間の変化173.23%
IPOからの変化17,300.64%

最新ニュース

新しいナラティブ 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?

Recent updates

新しいナラティブ 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?
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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 Alpha
分析記事 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...
分析記事 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
User avatar
新しいナラティブ 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.

株主還元

PLXSUS ElectronicUS 市場
7D3.8%7.1%1.3%
1Y105.3%98.9%27.7%

業界別リターン: PLXS過去 1 年間で98.9 % の収益を上げたUS Electronic業界を上回りました。

リターン対市場: PLXS過去 1 年間で27.7 % の収益を上げたUS市場を上回りました。

価格変動

Is PLXS's price volatile compared to industry and market?
PLXS volatility
PLXS Average Weekly Movement5.8%
Electronic Industry Average Movement8.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.0%

安定した株価: PLXS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: PLXSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
197920,000Todd Kelseywww.plexus.com

プレクサス社は米国、アジア太平洋、ヨーロッパ、中東、アフリカで電子機器製造サービスを提供している。同社は、設計、開発、サプライチェーン、新製品導入、製造ソリューション、サステイニングサービスを提供している。航空宇宙/防衛、ヘルスケア/ライフサイエンス、産業/商業セクターにサービスを提供している。プレクサス社は1979年に設立され、ウィスコンシン州ニーナに本社を置いている。

Plexus Corp. 基礎のまとめ

Plexus の収益と売上を時価総額と比較するとどうか。
PLXS 基礎統計学
時価総額US$7.30b
収益(TTM)US$187.54m
売上高(TTM)US$4.31b
38.3x
PER(株価収益率
1.7x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
PLXS 損益計算書(TTM)
収益US$4.31b
売上原価US$3.88b
売上総利益US$433.39m
その他の費用US$245.85m
収益US$187.54m

直近の収益報告

Apr 04, 2026

次回決算日

該当なし

一株当たり利益(EPS)7.01
グロス・マージン10.05%
純利益率4.35%
有利子負債/自己資本比率12.8%

PLXS の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/27 12:58
終値2026/05/27 00:00
収益2026/04/04
年間収益2025/09/27

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Plexus Corp. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Reik ReadBaird
Wamsi MohanBofA Global Research
Andrew HuangB. Riley Securities, Inc.