Plexus Announces Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results · EMSNow
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, with GAAP EPS of $7.41 and non-GAAP EPS of $8.97. The company guided Q1 2027 revenue to $1.41B-$1.46B and non-GAAP EPS to $2.46-$2.62. Plexus won 36 manufacturing programs worth $290M in annualized revenue and repurchased $21.4M of shares in Q4.
How this was made
The 30-second read
Why it matters
The earnings beat and new $100M buyback program provide fresh catalysts for price movement.
Market read
First‑report earnings with material guidance and buyback, likely to move PLXS and influence the EMS sector.
What to watch
Potential supply‑chain constraints or macro‑economic slowdown could temper the upside despite strong numbers.
Background
Plexus Corp. (NASDAQ: PLXS) is a contract electronics manufacturer reporting its FY 2026 results and FY 2027 Q1 outlook.
Ticker impact
Plexus Corp. reported Q4 2026 results and FY 2026 guidance, including $4.965B revenue and FY EPS $7.41, plus a $100M share repurchase program.
likely modest upside as investors price in revenue beat and new buyback authorization
First‑report earnings release with material numbers; market typically reacts to revenue beats and buyback news.
Market effects
Highlights strength in the EMS/contract manufacturing sector, supporting peers with similar exposure.
Positive for US‑listed industrial and technology stocks, especially those with high ROIC.
Reinforces demand trends in North American manufacturing, modest global ripple.
Counterpoint
If guidance is seen as modest relative to revenue growth, the stock could face profit‑taking pressure.
Key entities
- ExecutiveTodd Kelsey
President and CEO of Plexus, provided commentary on results and outlook.
- ExecutiveDavid Abuhl
CFO, discussed operating margin goals and cash flow expectations.
