Plexus Corp.

NasdaqGS:PLXS Stok Raporu

Piyasa değeri: US$7.7b

Plexus Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Plexus kazanç ve gelirin sırasıyla yıllık 13.9% ve 10.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 13.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 13.4% olacağı tahmin edilmektedir.

Anahtar bilgiler

13.9%

Kazanç büyüme oranı

13.70%

EPS büyüme oranı

Electronic kazanç büyümesi27.3%
Gelir büyüme oranı10.9%
Gelecekteki özkaynak getirisi13.42%
Analist kapsamı

Low

Son güncelleme22 Jun 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Seeking Alpha • Jun 21

Plexus: A Flawless Strategic Pivot, But Priced In

Summary Plexus Corp has transformed its business model, focusing on high-complexity, regulated sectors like aerospace, defense, and medical devices. PLXS achieved 19% YoY revenue growth in Q2, with a record $4B manufacturing funnel and 30 new programs, supporting diversification and resilience. Despite strong execution and sector tailwinds, PLXS is rated 'Hold' as the current price (~$300) is near fair value ($325–$328), limiting upside. I monitor for revenue above $1.2B, operating margin >5.9%, and inventory declines as key signals for accelerating demand and a better entry point. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
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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Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:PLXS - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
9/30/20285,626263N/A2522
9/30/20275,2422251962555
9/30/20264,728192461615
4/4/20264,31018876172N/A
1/3/20264,12717776180N/A
9/27/20254,033173154249N/A
6/28/20254,025163251337N/A
3/29/20253,968143352442N/A
12/28/20243,954120400493N/A
9/28/20243,961112341437N/A
6/29/20243,934111213306N/A
3/30/20243,99510287193N/A
12/30/20234,099126102212N/A
9/30/20234,21013962166N/A
7/1/20234,310149-2176N/A
4/1/20234,270171-5136N/A
12/31/20224,088157-7814N/A
10/1/20223,811138-128-26N/A
7/2/20223,531121-123-15N/A
4/2/20223,364111-4949N/A
1/1/20223,356126-2847N/A
10/2/20213,36913985143N/A
7/3/20213,439143206249N/A
4/3/20213,482152211254N/A
1/2/20213,36812390142N/A
10/3/20203,390117160210N/A
7/4/20203,287117144201N/A
4/4/20203,230106129195N/A
1/4/20203,251117N/A223N/A
9/28/20193,164109N/A115N/A
6/29/20193,125145N/A32N/A
3/30/20193,052146N/A29N/A
12/29/20182,962134N/A-36N/A
9/29/20182,87413N/A67N/A
6/30/20182,772-31N/A91N/A
3/31/20182,665-32N/A69N/A
12/30/20172,570-15N/A161N/A
9/30/20172,528112N/A172N/A
7/1/20172,511102N/A127N/A
4/1/20172,560103N/A142N/A
12/31/20162,57490N/A186N/A
10/1/20162,55676N/A128N/A
7/2/20162,57281N/A144N/A
4/2/20162,57479N/A127N/A
1/2/20162,60686N/A188N/A
10/3/20152,65494N/A77N/A
7/4/20152,65297N/A86N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: PLXS 'nin tahmini kazanç büyümesi (yıllık 13.9% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: PLXS şirketinin kazançlarının (yıllık 13.9% ) US pazarından (yıllık 18.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: PLXS şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: PLXS şirketinin gelirinin (yıllık 10.9% ) US pazarından (yıllık 12.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: PLXS şirketinin gelirinin (yıllık 10.9% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: PLXS 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 13.4 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/28 17:37
Gün Sonu Hisse Fiyatı2026/06/26 00:00
Kazançlar2026/04/04
Yıllık Kazançlar2025/09/27

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Plexus Corp. 15 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Reik ReadBaird
Wamsi MohanBofA Global Research
Andrew HuangB. Riley Securities, Inc.