Plexus Announces Fiscal Third Quarter Financial Results
PLEXUS CORP (PLXS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Plexus Announces Fiscal Third Quarter Financial Results NEENAH, WI – July 29, 2026 - Plexus Corp. (NASDAQ: PLXS) today announced financial results for our fiscal third quarter ended July 4, 2026, and guidance for our fiscal fourth quarter ending October 3, 2026. • Reports record
How this was made
The 30-second read
Why it matters
The filing provides a complete earnings-and-guidance package: record Q3 revenue, GAAP and non-GAAP EPS and operating margin, Q4 revenue/EPS ranges, and a cash-cycle/free-cash-flow outlook that can drive both earnings multiple and near-term cash-flow expectations.
Market read
Fresh Q4 guidance and cash-flow commentary create a tradable setup for earnings-multiple repricing and positioning into the next quarter.
What to watch
Stock-based compensation is explicitly included in GAAP and excluded in non-GAAP; traders may reframe the quality of earnings and margin sustainability around working-capital investment needs.
Background
This is Plexus’ SEC Form 8-K (Item 2.02) with fiscal third-quarter results for the quarter ended July 4, 2026, plus fiscal fourth-quarter guidance ending October 3, 2026.
Ticker impact
Plexus reported fiscal Q3 revenue of $1.305B and GAAP diluted EPS of $1.58, and initiated Q4 guidance of $1.330B to $1.380B.
Likely positive near-term bias if the market focuses on Q4 revenue growth and non-GAAP EPS/margin, partially offset by the guided free-cash-flow usage.
The filing includes fresh, specific Q4 revenue and EPS ranges, margin guidance, and a cash-flow outlook for fiscal 2026 and early fiscal 2027, which are direct inputs to valuation and positioning.
Market effects
Strength in Aerospace/Defense and Industrial, including semiconductor capital equipment, may reinforce demand expectations for electronics manufacturing services and related supply chains.
No explicit regional macro drivers beyond segment revenue mix (Americas, Asia-Pacific, EMEA).
Guidance for revenue growth and working-capital efficiency can influence broader sentiment toward global industrial electronics outsourcing demand.
Counterpoint
The company’s Q4 revenue and EPS outlook may be less supportive if investors discount non-GAAP metrics and focus on the guided free-cash-flow usage for fiscal 2026.
Key entities
- companyPlexus Corp.
Reported record fiscal Q3 revenue and issued fiscal Q4 guidance, including margin and EPS ranges and a free-cash-flow usage outlook.
