Plexus Announces Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results
Plexus Corp. (PLXS) reported fiscal Q4 2026 revenue of $1.427B, GAAP EPS of $2.51, and non-GAAP EPS of $2.84. Full-year 2026 revenue was $4.965B, GAAP EPS $7.41, non-GAAP EPS $8.97. Q1 2027 guidance: revenue $1.41B-$1.46B, GAAP EPS $2.16-$2.32, non-GAAP EPS $2.46-$2.62. The company won $290M in new programs and repurchased $21.4M in shares.
How this was made
The 30-second read
Why it matters
The earnings beat and raised guidance suggest a positive re‑rating, while the share repurchase program reinforces confidence.
Market read
First‑report earnings and guidance for Plexus provide fresh data for traders; the numbers are material for the stock and its sector.
What to watch
Potential headwinds from supply-chain constraints or slower customer spending are not addressed in the release.
Background
Plexus Corp. (NASDAQ: PLXS) announced its fiscal Q4 2026 results and FY 2026 performance, along with FY 2027 Q1 guidance, in a GlobeNewswire release.
Ticker impact
Plexus Corp. released its Q4 2026 results and FY 2026 earnings, plus FY 2027 Q1 guidance, marking the first public disclosure of these numbers.
likely modest upside as the market prices in better-than-expected earnings and higher Q1 guidance
Revenue and EPS both exceeded prior guidance; operating margins improved; share repurchase program signals confidence.
Market effects
Positive earnings may lift the broader electronic manufacturing services sector.
Supports bullish sentiment for US-listed mid‑cap industrial stocks.
Limited to investors tracking US industrial and contract manufacturing equities.
Counterpoint
If the market had already priced in strong growth, the modest sequential revenue increase could disappoint.
Key entities
- ExecutiveTodd Kelsey
President and CEO of Plexus, provided commentary on results.
- ExecutiveDavid Abuhl
CFO of Plexus, discussed margin goals and cash flow expectations.
