Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PLXS
HoldPremium GrowerPlexus Corp. · Technology · United States · $6.4B · Avg Vol: $54M/d
COMPANY DESCRIPTION
Plexus Corp. provides comprehensive electronic manufacturing services (EMS) and product realization solutions to companies operating in highly regulated and complex industries like healthcare, aerospace, and industrial sectors. The company's competitive advantage lies in its specialized expertise in high-complexity, low-volume manufacturing and design services, coupled with robust supply chain management and engineering capabilities. This allows Plexus to be a critical partner for clients requiring sophisticated electronic product development and production.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.8B | 4.2B | 4.0B | 4.0B | 1.9% | 4.6B | 4.9B | 5.6B | 17.5% |
| EPS | 4.96 | 5.04 | 4.08 | 6.39 | 8.8% | 6.77 | 7.47 | 8.66 | 16.4% |
| Shares | 27.7M | 27.5M | 27.1M | 26.8M | -3.1% | 26.7M | — | — | — |
| Debt | 495.4M | 469.6M | 279.6M | 167.2M | -30.4% | 307.0M | — | — | — |
| Equity | 1.1B | 1.2B | 1.3B | 1.5B | 9.9% | — | — | — | — |
| Op CF | -26.2M | 165.8M | 436.5M | 249.2M | 22.6% | 171.0M | — | — | — |
| Inv CF | -101.6M | -93.3M | -94.9M | -95.6M | — | — | — | — | — |
| Fin CF | 139.3M | -92.7M | -255.6M | -196.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of PLXS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PLXS | Plexus Corp.(you) | $6.4B | 54 | Hold |
| RAL | Ralliant Corporation | $6.8B | 57 | Hold |
| VICR | Vicor Corporation | $8.7B | 45 | Hold |
| OSIS | OSI Systems, Inc. | $3.3B | 52 | Hold |
| OLED | Universal Display Corporation | $3.8B | 58 | Hold |
| TTMI | TTM Technologies, Inc. | $12.5B | 50 | Hold |
| BELFA | Bel Fuse Inc. | $3.0B | 57 | Hold |
| LFUS | Littelfuse, Inc. | $10.3B | 64 | Hold |
| ROG | Rogers Corporation | $2.2B | 60 | Hold |
| KN | Knowles Corporation | $2.9B | 72 | Buy |
Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.3%