Plexus Corp.

NasdaqGS:PLXS Stok Raporu

Piyasa değeri: US$7.2b

Plexus Bilanço Sağlığı

Finansal Sağlık kriter kontrolleri 6/6

Plexus şirketinin toplam hissedar öz sermayesi $1.5B ve toplam borcu $190.2M olup, bu da borç-öz sermaye oranını 12.8% seviyesine getiriyor. Toplam varlıkları ve toplam yükümlülükleri sırasıyla $3.4B ve $1.9B dir. Plexus 'in FAVÖK'ü $222.3M faiz karşılama oranı 29.2 dur. Şirketin $303.1M tutarında nakit ve kısa vadeli yatırımları bulunmaktadır.

Anahtar bilgiler

12.77%

Borç/özkaynak oranı

US$190.22m

Borç

Faiz karşılama oranı29.2x
NakitUS$303.13m
EşitlikUS$1.49b
Toplam yükümlülüklerUS$1.87b
Toplam varlıklarUS$3.36b

Son finansal sağlık güncellemeleri

Güncelleme yok

Recent updates

Seeking Alpha Jul 10

Plexus: The Multiple Has Front-Run The Story

Summary Plexus has doubled in 12 months, now trading at 32x forward P/E, despite lacking direct AI infrastructure exposure. Q2 delivered strong revenue (+19% YoY), margin expansion, and robust sector momentum, especially in industrial semi-cap and aerospace/defense. PLXS's valuation has outpaced fundamentals; FCF yield remains sub-1%, and AI exposure is indirect, limiting upside versus peers. We rate PLXS a Hold with a fair value target of $240, citing full valuation and risk of multiple compression. Read the full article on Seeking Alpha
Anlatı Güncellemesi Jul 06

PLXS: Secular Growth Exposure And Macro Uncertainty Will Likely Cap Further Upside

The Plexus analyst price target has been adjusted from $280.75 to $293.25. Analysts cite reaffirmed long-term growth and margin potential following recent management meetings as the key rationale for the update.
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.
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...

Finansal Durum Analizi

Kısa Vadeli Yükümlülükler: PLXS 'nin kısa vadeli varlıkları ( $2.6B ) kısa vadeli yükümlülüklerini ( $1.7B ) aşıyor.

Uzun Vadeli Yükümlülükler: PLXS şirketinin kısa vadeli varlıkları ( $2.6B ) uzun vadeli yükümlülüklerini ( $158.9M ) aşmaktadır.


Borç-Özkaynak Tarihçesi ve Analizi

Borç Seviyesi: PLXS şirketinin toplam borcundan daha fazla nakiti var.

Borcun Azaltılması: PLXS 'nin borç/öz sermaye oranı son 5 yılda 19.3% seviyesinden 12.8% seviyesine düştü.

Borç Kapsamı: PLXS 'nin borcu işletme nakit akışı ( 90.4% ) tarafından iyi bir şekilde karşılanmaktadır.

Faiz Kapsamı: PLXS 'in borcuna ilişkin faiz ödemeleri EBIT ( 29.2 x kapsam) tarafından iyi bir şekilde karşılanmaktadır.


Bilanço


Sağlıklı şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/12 22:14
Gün Sonu Hisse Fiyatı2026/07/10 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.