Recent Insider Transactions • May 20
Regional President of APAC recently sold €691k worth of stock On the 11th of May, Victor Tan sold around 3k shares on-market at roughly €230 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.5m. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months. Board Change • May 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. Independent Director Jennifer Wuamett was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Apr 16
Plexus Corp. to Report Q2, 2026 Results on Apr 29, 2026 Plexus Corp. announced that they will report Q2, 2026 results After-Market on Apr 29, 2026 Duyuru • Jan 15
Plexus Corp. to Report Q1, 2026 Results on Jan 28, 2026 Plexus Corp. announced that they will report Q1, 2026 results After-Market on Jan 28, 2026 Duyuru • Dec 23
Plexus Corp., Annual General Meeting, Feb 18, 2026 Plexus Corp., Annual General Meeting, Feb 18, 2026. Location: virtualshareholdermeeting.com/plxs2026, United States Duyuru • Oct 23
Plexus Corp. Provides Earnings Guidance for the First Quarter Ending January 3, 2026 Plexus Corp. provided earnings guidance for the first quarter ending January 3, 2026. Initiates fiscal first quarter 2026 revenue guidance of $1.050 billion to $1.090 billion with GAAP diluted EPS of $1.40 to $1.55, including $0.26 of stock-based compensation expense. Duyuru • Oct 02
Plexus Corp. to Report Q4, 2025 Results on Oct 22, 2025 Plexus Corp. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 22, 2025 Duyuru • Jul 10
Plexus Corp. to Report Q3, 2025 Results on Jul 23, 2025 Plexus Corp. announced that they will report Q3, 2025 results After-Market on Jul 23, 2025 Duyuru • Apr 10
Plexus Corp. to Report Q2, 2025 Results on Apr 23, 2025 Plexus Corp. announced that they will report Q2, 2025 results After-Market on Apr 23, 2025 Duyuru • Feb 13
Plexus Corp. Elects Dean A. Foate as Director Plexus Corp. at its AGM held on February 11, 2025, approved election of Dean A. Foate as director. Duyuru • Jan 23
Plexus Corp. Provides Earnings Guidance for Fiscal Second Quarter Ending March 29, 2025 Plexus Corp. provided earnings guidance for fiscal second quarter ending March 29, 2025. For the period, the company initiated fiscal second quarter 2025 revenue guidance of $960 million to $1.00 billion with GAAP diluted EPS of $1.22 to $1.37, including $0.24 of stock-based compensation expense. Duyuru • Jan 09
Plexus Corp. to Report Q1, 2025 Results on Jan 22, 2025 Plexus Corp. announced that they will report Q1, 2025 results After-Market on Jan 22, 2025 Board Change • Dec 30
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Jennifer Wuamett was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Dec 16
Plexus Corp., Annual General Meeting, Feb 11, 2025 Plexus Corp., Annual General Meeting, Feb 11, 2025. Valuation Update With 7 Day Price Move • Nov 08
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €155, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €211 per share. Recent Insider Transactions • Nov 01
Executive VP & CFO recently sold €667k worth of stock On the 28th of October, Patrick Jermain sold around 5k shares on-market at roughly €132 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €682k. Patrick has been a net seller over the last 12 months, reducing personal holdings by €2.0m. Reported Earnings • Oct 24
Full year 2024 earnings released: EPS: US$4.08 (vs US$5.04 in FY 2023) Full year 2024 results: EPS: US$4.08 (down from US$5.04 in FY 2023). Revenue: US$3.96b (down 5.9% from FY 2023). Net income: US$111.8m (down 20% from FY 2023). Profit margin: 2.8% (down from 3.3% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. Duyuru • Oct 24
Plexus Corp. Provides Earnings Guidance for the First Quarter Ending December 28, 2024 Plexus Corp. provided earnings guidance for the first quarter ending December 28, 2024. For the period, the company initiated fiscal first quarter 2025 revenue guidance of $960 million to $1.00 billion with GAAP diluted EPS of $1.25 to $1.40, including $0.19 of stock-based compensation expense. Buy Or Sell Opportunity • Oct 15
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 17% to €127. The fair value is estimated to be €104, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 59% in the next 2 years. Duyuru • Oct 10
Plexus Corp. to Report Q4, 2024 Results on Oct 23, 2024 Plexus Corp. announced that they will report Q4, 2024 results After-Market on Oct 23, 2024 Buy Or Sell Opportunity • Sep 05
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 16% to €111. The fair value is estimated to be €91.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 57% in the next 2 years. Board Change • Sep 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Jennifer Wuamett was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Aug 21
Chief Strategy Officer recently sold €682k worth of stock On the 16th of August, Steven Frisch sold around 6k shares on-market at roughly €113 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.5m. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months. Buy Or Sell Opportunity • Aug 17
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 13% to €112. The fair value is estimated to be €90.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 57% in the next 2 years. Duyuru • Aug 16
Plexus Corp. (NasdaqGS:PLXS) announces an Equity Buyback for $50 million worth of its shares. Plexus Corp. (NasdaqGS:PLXS) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares. Recent Insider Transactions • Aug 02
Executive VP & CFO recently sold €527k worth of stock On the 29th of July, Patrick Jermain sold around 5k shares on-market at roughly €116 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.1m. Patrick has been a net seller over the last 12 months, reducing personal holdings by €1.4m. Reported Earnings • Jul 25
Third quarter 2024 earnings released: EPS: US$0.92 (vs US$0.57 in 3Q 2023) Third quarter 2024 results: EPS: US$0.92 (up from US$0.57 in 3Q 2023). Revenue: US$960.8m (down 6.0% from 3Q 2023). Net income: US$25.1m (up 59% from 3Q 2023). Profit margin: 2.6% (up from 1.5% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Duyuru • Jul 25
Plexus Corp. Provides Earnings Guidance for the Fourth Quarter Ending September 28, 2024 Plexus Corp. provided earnings guidance for the fourth quarter ending September 28, 2024. The company initiates fiscal fourth quarter 2024 revenue guidance of $990 million to $1.03 billion with GAAP diluted EPS of $1.14 to $1.29. Valuation Update With 7 Day Price Move • Jul 17
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €109, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €96.27 per share. Duyuru • Jul 11
Plexus Corp. to Report Q3, 2024 Results on Jul 24, 2024 Plexus Corp. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 24, 2024 Buy Or Sell Opportunity • Jul 01
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 7.9% to €95.50. The fair value is estimated to be €79.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 3.5% in a year. Earnings are forecast to grow by 31% in the next year. Duyuru • Jun 06
Plexus Corp. Announces Executive Changes On May 31, 2024, Steven J. Frisch, President and Chief Strategy Officer of Plexus Corp. ("Plexus" or the "Company"), informed the Company of his intent to retire from his employment with the Company at midnight on September 28, 2024, the end of Plexus' fiscal year 2024 (the "Retirement Date"). Mr. Frisch will continue in his role as Chief Strategy Officer, and as an executive officer of the Company, until the Retirement Date. In light of Mr. Frisch's impending retirement, Plexus' Board of Directors elected Todd P. Kelsey, Chief Executive Officer of the Company, to the additional office of President, effective June 4, 2024; Mr. Frisch will no longer carry the President title as of that date. Recent Insider Transactions • Jun 03
CEO & Director recently sold €1.1m worth of stock On the 31st of May, Todd Kelsey sold around 11k shares on-market at roughly €102 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Todd has been a net seller over the last 12 months, reducing personal holdings by €3.1m. Recent Insider Transactions • May 02
CEO & Director recently sold €409k worth of stock On the 1st of May, Todd Kelsey sold around 4k shares on-market at roughly €96.20 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €616k. Todd has been a net seller over the last 12 months, reducing personal holdings by €1.4m. Duyuru • Apr 26
Plexus Corp. Provides Earnings Guidance for the Third Quarter Ending June 29, 2024 Plexus Corp. provided earnings guidance for the third quarter ending June 29, 2024. The company initiates fiscal third quarter 2024 revenue guidance of $960 million to $1.00 billion with GAAP diluted EPS of $0.80 to $0.95. Reported Earnings • Apr 25
Second quarter 2024 earnings released: EPS: US$0.59 (vs US$1.48 in 2Q 2023) Second quarter 2024 results: EPS: US$0.59 (down from US$1.48 in 2Q 2023). Revenue: US$966.9m (down 9.7% from 2Q 2023). Net income: US$16.2m (down 60% from 2Q 2023). Profit margin: 1.7% (down from 3.8% in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Duyuru • Apr 11
Plexus Corp. to Report Q2, 2024 Results on Apr 24, 2024 Plexus Corp. announced that they will report Q2, 2024 results After-Market on Apr 24, 2024 Recent Insider Transactions • Feb 28
CEO & Director recently sold €613k worth of stock On the 27th of February, Todd Kelsey sold around 7k shares on-market at roughly €87.52 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €616k. This was Todd's only on-market trade for the last 12 months. Recent Insider Transactions • Feb 04
Executive VP & CFO recently sold €418k worth of stock On the 31st of January, Patrick Jermain sold around 5k shares on-market at roughly €88.00 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Patrick's only on-market trade for the last 12 months. Reported Earnings • Jan 25
First quarter 2024 earnings released: EPS: US$1.06 (vs US$1.53 in 1Q 2023) First quarter 2024 results: EPS: US$1.06 (down from US$1.53 in 1Q 2023). Revenue: US$982.6m (down 10% from 1Q 2023). Net income: US$29.2m (down 31% from 1Q 2023). Profit margin: 3.0% (down from 3.9% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Jan 25
Plexus Corp. Provides Earnings Guidance for the Second Quarter Ending March 30, 2024 Plexus Corp. provided earnings guidance for the second quarter ending March 30, 2024. The company initiates fiscal second quarter 2024 revenue guidance of $930 million to $970 million with GAAP diluted EPS of $0.48 to $0.63. Duyuru • Dec 16
Plexus Corp., Annual General Meeting, Feb 14, 2024 Plexus Corp., Annual General Meeting, Feb 14, 2024, at 08:00 Central Standard Time. Agenda: To consider to elect 10 Directors; to consider and approve executive compensation; to consider to ratify the selection of PricewaterhouseCoopers LLP as the independent auditors; and to consider other matters. Reported Earnings • Oct 28
Full year 2023 earnings released: EPS: US$5.04 (vs US$4.96 in FY 2022) Full year 2023 results: EPS: US$5.04 (up from US$4.96 in FY 2022). Revenue: US$4.21b (up 11% from FY 2022). Net income: US$139.1m (flat on FY 2022). Profit margin: 3.3% (down from 3.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Oct 26
Plexus Corp. Provides Earnings Guidance for the First Quarter of 2024 Plexus Corp. provided earnings guidance for the first quarter of 2024. The company Initiates fiscal first quarter 2024 revenue guidance of $990 million to $1.03 billion with GAAP diluted EPS of $1.15 to $1.33, including $0.19 of stock-based compensation expense. Duyuru • Oct 06
Plexus Corp. to Report Q4, 2023 Results on Oct 25, 2023 Plexus Corp. announced that they will report Q4, 2023 results After-Market on Oct 25, 2023 Buying Opportunity • Sep 06
Now 23% undervalued Over the last 90 days, the stock is up 1.7%. The fair value is estimated to be €117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 29% in the next 2 years. Reported Earnings • Jul 27
Third quarter 2023 earnings released: EPS: US$0.57 (vs US$1.35 in 3Q 2022) Third quarter 2023 results: EPS: US$0.57 (down from US$1.35 in 3Q 2022). Revenue: US$1.02b (up 4.1% from 3Q 2022). Net income: US$15.8m (down 58% from 3Q 2022). Profit margin: 1.5% (down from 3.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year. Duyuru • Jul 14
Plexus Corp. to Report Q3, 2023 Results on Jul 26, 2023 Plexus Corp. announced that they will report Q3, 2023 results After-Market on Jul 26, 2023 Recent Insider Transactions • May 04
Insider recently sold €359k worth of stock On the 1st of May, Ronald Darroch sold around 4k shares on-market at roughly €81.23 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €9.6m more than they bought in the last 12 months. Reported Earnings • Apr 28
Second quarter 2023 earnings released: EPS: US$1.48 (vs US$0.96 in 2Q 2022) Second quarter 2023 results: EPS: US$1.48 (up from US$0.96 in 2Q 2022). Revenue: US$1.07b (up 21% from 2Q 2022). Net income: US$40.8m (up 52% from 2Q 2022). Profit margin: 3.8% (up from 3.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year. Duyuru • Feb 18
Plexus Corp. Approves the Appointment of Jennifer Wuamett as Director Plexus Corp. at annual meeting of shareholders held on February 15, 2023, approved the appointment of Jennifer Wuamett as Director. Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to €84.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Electronic industry in Germany. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €57.29 per share. Duyuru • Jan 27
Plexus Corp. Provides Earnings Guidance for the Fiscal Second Quarter Ending April 1, 2023 Plexus Corp. provided earnings guidance for the fiscal second quarter ending April 1, 2023. For the quarter, the company provided revenue guidance of $1.02 to $1.07 billion with GAAP diluted EPS of $1.06 to $1.24. Reported Earnings • Jan 26
First quarter 2023 earnings released: EPS: US$1.53 (vs US$0.84 in 1Q 2022) First quarter 2023 results: EPS: US$1.53 (up from US$0.84 in 1Q 2022). Revenue: US$1.09b (up 34% from 1Q 2022). Net income: US$42.2m (up 80% from 1Q 2022). Profit margin: 3.9% (up from 2.9% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Jan 06
Plexus Corp. to Report Q1, 2023 Results on Jan 25, 2023 Plexus Corp. announced that they will report Q1, 2023 results After-Market on Jan 25, 2023 Duyuru • Dec 17
Plexus Corp., Annual General Meeting, Feb 15, 2023 Plexus Corp., Annual General Meeting, Feb 15, 2023, at 08:00 Eastern Standard Time. Agenda: To elect 11 Directors; to approve executive compensation; to approve frequency of future advisory votes to approve executive compensation; to ratify the selection of PricewaterhouseCoopers LLP as our independent auditors and to transact such other business as may properly come before the meeting. Reported Earnings • Nov 24
Full year 2022 earnings released: EPS: US$4.96 (vs US$4.86 in FY 2021) Full year 2022 results: EPS: US$4.96. Revenue: US$3.81b (up 13% from FY 2021). Net income: US$138.2m (flat on FY 2021). Profit margin: 3.6% (down from 4.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Recent Insider Transactions • Nov 16
President & Chief Strategy Officer recently sold €581k worth of stock On the 7th of November, Steven Frisch sold around 6k shares on-market at roughly €101 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Steven has been a net seller over the last 12 months, reducing personal holdings by €1.8m. Recent Insider Transactions • Nov 03
Insider recently sold €563k worth of stock On the 2nd of November, Ronald Darroch sold around 6k shares on-market at roughly €101 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €617k. Insiders have been net sellers, collectively disposing of €5.9m more than they bought in the last 12 months. Reported Earnings • Oct 28
Full year 2022 earnings released: EPS: US$5.00 (vs US$4.86 in FY 2021) Full year 2022 results: EPS: US$5.00. Revenue: US$3.81b (up 13% from FY 2021). Net income: US$138.2m (flat on FY 2021). Profit margin: 3.6% (down from 4.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Duyuru • Oct 27
Plexus Corp. Provides Earnings Guidance for the Fiscal First Quarter 2023 Ending December 31, 2022 Plexus Corp. provided earnings guidance for the fiscal first quarter 2023 ending December 31, 2022. For the quarter, the company expects revenue to be in the of $1.08 billion to $1.13 billion with GAAP diluted EPS of $1.40 to $1.58. Duyuru • Sep 29
Plexus Corp. to Report Q4, 2022 Results on Oct 26, 2022 Plexus Corp. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 26, 2022 Duyuru • Aug 19
Plexus Corp. (NasdaqGS:PLXS) announces an Equity Buyback for $50 million worth of its shares. Plexus Corp. (NasdaqGS:PLXS) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares. The program has no expiration date. Recent Insider Transactions • Aug 14
CEO & Director recently sold €617k worth of stock On the 12th of August, Todd Kelsey sold around 7k shares on-market at roughly €93.11 per share. In the last 3 months, they made an even bigger sale worth €971k. Todd has been a seller over the last 12 months, reducing personal holdings by €2.9m. Recent Insider Transactions • Aug 04
President & Chief Strategy Officer recently sold €607k worth of stock On the 2nd of August, Steven Frisch sold around 7k shares on-market at roughly €92.19 per share. In the last 3 months, there was an even bigger sale from another insider worth €971k. Steven has been a seller over the last 12 months, reducing personal holdings by €879k. Reported Earnings • Jul 28
Third quarter 2022 earnings released: EPS: US$1.35 (vs US$0.97 in 3Q 2021) Third quarter 2022 results: EPS: US$1.35 (up from US$0.97 in 3Q 2021). Revenue: US$981.3m (up 21% from 3Q 2021). Net income: US$37.5m (up 36% from 3Q 2021). Profit margin: 3.8% (up from 3.4% in 3Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.7%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Jul 28
Plexus Corp. Provides Earnings Guidance for Fourth Quarter 2022 Plexus Corp. provided earnings guidance for fourth quarter 2022. For the quarter the company expected the revenue guidance of $980 million to $1.020 billion with GAAP diluted EPS of $1.19 to $1.35. Duyuru • Jun 30
Plexus Corp. to Report Q3, 2022 Results on Jul 27, 2022 Plexus Corp. announced that they will report Q3, 2022 results After-Market on Jul 27, 2022 Buying Opportunity • Jun 03
Now 20% undervalued Over the last 90 days, the stock is up 4.7%. The fair value is estimated to be €98.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 3.3%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 47% in the next 2 years. Recent Insider Transactions • May 22
CEO & Director recently sold €162k worth of stock On the 18th of May, Todd Kelsey sold around 2k shares on-market at roughly €81.02 per share. In the last 3 months, they made an even bigger sale worth €316k. Todd has been a seller over the last 12 months, reducing personal holdings by €644k. Buying Opportunity • May 07
Now 22% undervalued Over the last 90 days, the stock is up 12%. The fair value is estimated to be €99.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 3.3%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 47% in the next 2 years. Recent Insider Transactions • May 05
Executive VP recently sold €92k worth of stock On the 2nd of May, Angelo Ninivaggi sold around 1k shares on-market at roughly €76.77 per share. In the last 3 months, there was an even bigger sale from another insider worth €217k. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months. Reported Earnings • Apr 28
Second quarter 2022 earnings released: EPS: US$0.96 (vs US$1.45 in 2Q 2021) Second quarter 2022 results: EPS: US$0.96 (down from US$1.45 in 2Q 2021). Revenue: US$888.7m (flat on 2Q 2021). Net income: US$26.9m (down 36% from 2Q 2021). Profit margin: 3.0% (down from 4.7% in 2Q 2021). Over the next year, revenue is forecast to grow 7.7%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Apr 04
Plexus Corp. Announces Next Generation MMA Adhesives Plexus Ma8105 The Plexus team at ITW Performance Polymers is introducing Plexus MA8105 as its newest adhesive, continuing to push the limits of what is possible with MMA (methyl methacrylate) adhesives and addressing the challenges of earlier generations. MMA structural adhesives offer distinct advantages over other adhesives: Fast room temperature curing, excellent mechanical properties, and a broad range of adhesion. Older MMA adhesives bond a wide range of materials but struggle with "difficult to bond" metals like hot dipped galvanized steel, or tough semi-crystalline plastics like polyamides (nylons). Broad Adhesion – Customers need to bond a full range of materials. Older generations of adhesives had difficulty bonding galvanized steel, nylons to composites, other metals and plastics. High Temperature Resistance – Certain applications require high strength even at 180°F (82°C) or higher. Fast Throughput – The adhesive strength development must match expectations. Making more parts per hour improves efficiency and lowers cost. Toughness Requirement – Users need high strength adhesives with good elongation handling impact and fatigue. Cure Tack-Free, Sandable & Paintable – Adhesive squeeze out happens. It's beneficial to have an adhesive that cures tack-free and accepts most paints. Non-Sag on Vertical Surfaces – It stays where you put it. Handle Off-Ratio Mixing – Older adhesives require exact mix ratios. Enter MA8105, a 5-minute working time product with fixture times between 12-15 minutes. MA8105 takes the robust adhesion of other MA8100 series products and adds quicker product throughput. MA8105 has excellent primerless adhesion to a wide range of substrates. Composites, painted metals, and amorphous thermoplastics are often bonded with little to no surface preparation. MA8105 adhesive even bonds oily metals. MA8105 withstands long-term environmental exposure. Parts can be bonded and survive in typical outdoor environments with significantly higher heat resistance than competitive structural adhesives. MA8105 cures quickly in a range of temperatures, enabling fast throughput. Quick dispensing and part joining mean manufacturing and assembly are optimized, producing more parts per hour. Labor shortages mean manufacturers can turn to the creative solutions of adhering their parts in a fast, efficient manner. Duyuru • Mar 31
Plexus Corp. to Report Q2, 2022 Results on Apr 27, 2022 Plexus Corp. announced that they will report Q2, 2022 results After-Market on Apr 27, 2022 Recent Insider Transactions • Mar 05
Insider recently sold €127k worth of stock On the 3rd of March, Ronald Darroch sold around 2k shares on-market at roughly €74.09 per share. In the last 3 months, they made an even bigger sale worth €217k. Insiders have been net sellers, collectively disposing of €1.9m more than they bought in the last 12 months. Recent Insider Transactions • Feb 12
Insider recently sold €217k worth of stock On the 10th of February, Ronald Darroch sold around 3k shares on-market at roughly €69.63 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.3m more than they bought in the last 12 months. Reported Earnings • Jan 27
First quarter 2022 earnings: Revenues and EPS in line with analyst expectations First quarter 2022 results: EPS: US$0.84 (down from US$1.25 in 1Q 2021). Revenue: US$817.5m (down 1.6% from 1Q 2021). Net income: US$23.4m (down 35% from 1Q 2021). Profit margin: 2.9% (down from 4.4% in 1Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.8%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Jan 27
Plexus Corp. Provides Earnings Guidance for the Second Quarter of Fiscal 2022 Plexus Corp. provided earnings guidance for the second quarter of fiscal 2022. For the quarter, the company expects revenue in the range of $820 million to $860 million with GAAP diluted EPS of 0.76 to $0.92. Duyuru • Jan 19
Plexus Corp. Revised Earnings Guidance for the Fiscal First Quarter of 2022 Plexus Corp. provided earnings guidance for the Fiscal First Quarter of 2022. For the quarter, the company announced that it will not meet its fiscal first quarter revenue guidance of $825 to $865 million with GAAP diluted EPS of $1.01 to $1.17, as issued October 27, 2021, due to unanticipated supply chain challenges that accelerated in the final weeks of the quarter. Plexus now expects to announce fiscal first quarter revenue of $815 to $820 million with GAAP diluted EPS of $0.80 to $0.84, which will include approximately $2 million or $0.06 per share of unanticipated severance costs associated with a facility transition in the Asia-Pacific region. Recent Insider Transactions • Nov 10
Executive VP & CFO recently sold €337k worth of stock On the 5th of November, Patrick Jermain sold around 4k shares on-market at roughly €81.64 per share. This was the largest sale by an insider in the last 3 months. Patrick has been a seller over the last 12 months, reducing personal holdings by €880k. Reported Earnings • Oct 29
Full year 2021 earnings released: EPS US$4.86 (vs US$4.02 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: US$3.37b (flat on FY 2020). Net income: US$138.9m (up 18% from FY 2020). Profit margin: 4.1% (up from 3.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year. Recent Insider Transactions • Aug 21
Insider recently bought €214k worth of stock On the 18th of August, J. Quadracci bought around 3k shares on-market at roughly €75.21 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €7.2m more in shares than they bought in the last 12 months. Duyuru • Aug 14
Plexus Corp. (NasdaqGS:PLXS) announces an Equity Buyback for $50 million worth of its shares. Plexus Corp. (NasdaqGS:PLXS) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares. Recent Insider Transactions • Aug 05
Executive VP recently sold €120k worth of stock On the 2nd of August, Angelo Ninivaggi sold around 2k shares on-market at roughly €76.35 per share. In the last 3 months, there was an even bigger sale from another insider worth €233k. Insiders have been net sellers, collectively disposing of €8.8m more than they bought in the last 12 months. Reported Earnings • Jul 23
Third quarter 2021 earnings released: EPS US$0.97 (vs US$1.23 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$814.4m (down 5.0% from 3Q 2020). Net income: US$27.6m (down 23% from 3Q 2020). Profit margin: 3.4% (down from 4.2% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • May 13
President recently sold €233k worth of stock On the 7th of May, Todd Kelsey sold around 3k shares on-market at roughly €77.54 per share. In the last 3 months, they made an even bigger sale worth €504k. Todd has been a seller over the last 12 months, reducing personal holdings by €2.3m. Reported Earnings • May 10
Second quarter 2021 earnings released: EPS US$1.45 (vs US$0.44 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$880.9m (up 15% from 2Q 2020). Net income: US$41.8m (up 223% from 2Q 2020). Profit margin: 4.7% (up from 1.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Apr 29
President recently sold €195k worth of stock On the 26th of April, Todd Kelsey sold around 3k shares on-market at roughly €77.95 per share. In the last 3 months, they made an even bigger sale worth €504k. Todd has been a seller over the last 12 months, reducing personal holdings by €2.3m. Duyuru • Apr 24
Plexus Corp. Announces Earnings Guidance for the Third Quarter Ending July 3, 2021 Plexus Corp. announced earnings guidance for the third quarter ending July 3, 2021. For the quarter, the company expects revenue guidance of $875to $915 million with GAAP diluted EPS guidance of $1.23 to $1.38, excluding any unforeseen COVID-19 impacts. Reported Earnings • Apr 24
Second quarter 2021 earnings released: EPS US$1.45 (vs US$0.44 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$880.9m (up 15% from 2Q 2020). Net income: US$41.8m (up 223% from 2Q 2020). Profit margin: 4.7% (up from 1.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Mar 06
President recently sold €504k worth of stock On the 1st of March, Todd Kelsey sold around 7k shares on-market at roughly €72.02 per share. This was the largest sale by an insider in the last 3 months. Todd has been a seller over the last 12 months, reducing personal holdings by €2.1m. Is New 90 Day High Low • Mar 01
New 90-day high: €72.00 The company is up 15% from its price of €62.50 on 01 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €82.13 per share. 