Plexus Corp.

NasdaqGS:PLXS 株式レポート

時価総額:US$7.0b

Plexus 過去の業績

過去 基準チェック /56

Plexusは、平均年間3.6%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間3.8% 4%収益成長率で 成長しています。 Plexusの自己資本利益率は12.6%であり、純利益率は4.4%です。

主要情報

3.58%

収益成長率

5.01%

EPS成長率

Electronic 業界の成長15.34%
収益成長率3.96%
株主資本利益率12.59%
ネット・マージン4.35%
前回の決算情報04 Apr 2026

最近の業績更新

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...
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
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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.

収支内訳

Plexus の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:PLXS 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
04 Apr 264,3101882110
03 Jan 264,1271772020
27 Sep 254,0331732000
28 Jun 254,0251632020
29 Mar 253,9681432020
28 Dec 243,9541201970
28 Sep 243,9611121900
29 Jun 243,9341111800
30 Mar 243,9951021730
30 Dec 234,0991261750
30 Sep 234,2101391760
01 Jul 234,3101491770
01 Apr 234,2701711790
31 Dec 224,0881571730
01 Oct 223,8111381670
02 Jul 223,5311211590
02 Apr 223,3641111510
01 Jan 223,3561261490
02 Oct 213,3691391440
03 Jul 213,4391431460
03 Apr 213,4821521470
02 Jan 213,3681231460
03 Oct 203,3901171530
04 Jul 203,2871171530
04 Apr 203,2301061530
04 Jan 203,2511171520
28 Sep 193,1641091480
29 Jun 193,1251451460
30 Mar 193,0521461440
29 Dec 182,9621341430
29 Sep 182,874131400
30 Jun 182,772-311330
31 Mar 182,665-321300
30 Dec 172,570-151250
30 Sep 172,5281121260
01 Jul 172,5111021240
01 Apr 172,5601031220
31 Dec 162,574901190
01 Oct 162,556761150
02 Jul 162,572811150
02 Apr 162,574791160
02 Jan 162,606861180
03 Oct 152,654941220
04 Jul 152,652971220

質の高い収益: PLXSは 高品質の収益 を持っています。

利益率の向上: PLXSの現在の純利益率 (4.4%)は、昨年(3.6%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: PLXSの収益は過去 5 年間で年間3.6%増加しました。

成長の加速: PLXSの過去 1 年間の収益成長率 ( 30.2% ) は、5 年間の平均 ( 年間3.6%を上回っています。

収益対業界: PLXSの過去 1 年間の収益成長率 ( 30.2% ) はElectronic業界12.5%を上回りました。


株主資本利益率

高いROE: PLXSの 自己資本利益率 ( 12.6% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/14 02:58
終値2026/05/14 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.