Plexus マネジメント
マネジメント 基準チェック /34
Plexusの CEO はTodd Kelseyで、 Sep2016年に任命され、 の在任期間は 9.67年です。 の年間総報酬は$ 10.84Mで、 10.1%給与と89.9%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.28%を直接所有しており、その価値は$ 20.08M 。経営陣と取締役会の平均在任期間はそれぞれ5.3年と9.5年です。
主要情報
Todd Kelsey
最高経営責任者
US$10.8m
報酬総額
| CEO給与比率 | 10.15% |
| CEO在任期間 | 9.7yrs |
| CEOの所有権 | 0.3% |
| 経営陣の平均在職期間 | 5.3yrs |
| 取締役会の平均在任期間 | 9.5yrs |
経営陣の近況
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...分析記事 • May 24
Should You Investigate Plexus Corp. (NASDAQ:PLXS) At US$130?
While Plexus Corp. ( NASDAQ:PLXS ) might not have the largest market cap around , it saw a double-digit share price...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
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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$109m |
報酬と市場: Toddの 総報酬 ($USD 10.84M ) は、 US市場 ($USD 8.42M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Toddの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Todd Kelsey (60 yo)
9.7yrs
在職期間
US$10,839,258
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 9.7yrs | US$10.84m | 0.28% $ 20.1m | |
| Executive VP & COO | 4.3yrs | US$3.20m | 0.052% $ 3.7m | |
| Executive VP | 20.3yrs | US$2.32m | 0.082% $ 5.9m | |
| Regional President of APAC | 7yrs | US$1.91m | 0.050% $ 3.7m | |
| Chief Information & Technology Officer | 4yrs | データなし | データなし | |
| Vice President of Investor Relations | 5.3yrs | データなし | データなし | |
| Chief Human Resources Officer | 3.3yrs | データなし | データなし | |
| Regional President of AMER | 9.6yrs | データなし | 0.0044% $ 319.2k | |
| Chief Quality Officer | 9.6yrs | データなし | データなし | |
| Controller & VP of Finance - EMEA | no data | データなし | データなし | |
| Senior Vice President of Sustaining Services | 4.3yrs | データなし | データなし | |
| Senior Vice President of Global Supply Chain | 4.3yrs | データなし | データなし |
5.3yrs
平均在職期間
59yo
平均年齢
経験豊富な経営陣: PLXSの経営陣は経験豊富で経験豊富です（平均在職期間は5.3年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 9.8yrs | US$10.84m | 0.28% $ 20.1m | |
| Non-Executive Chairman | 26.3yrs | US$478.10k | 0.43% $ 31.1m | |
| Independent Director | 9.2yrs | US$300.03k | 0.060% $ 4.3m | |
| Independent Director | 4.8yrs | US$290.03k | 0.019% $ 1.4m | |
| Independent Lead Director | 20.1yrs | US$320.03k | 0.17% $ 12.0m | |
| 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% $ 910.4k | |
| Independent Director | 8.2yrs | US$290.03k | 0.032% $ 2.3m |
9.5yrs
平均在職期間
66yo
平均年齢
経験豊富なボード: PLXSの 取締役会 は 経験豊富 であると考えられます ( 9.5年の平均在任期間)。
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 | 2026/05/12 14:53 |
| 終値 | 2026/05/12 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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や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 Read | Baird |
| Wamsi Mohan | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |