Plexus (NASDAQ:PLXS) Updates Q4 2025 Earnings Guidance

Plexus (NASDAQ:PLXS - Get Free Report) issued an update on its fourth quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.820-1.970 for the period, compared to the consensus estimate of 1.872. The company issued revenue guidance of $1.0 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion.

Plexus Stock Performance

Shares of PLXS stock traded up $4.96 during trading hours on Friday, reaching $123.25. 577,047 shares of the company's stock were exchanged, compared to its average volume of 182,590. The company has a market cap of $3.34 billion, a P/E ratio of 21.00 and a beta of 0.80. The company's 50 day moving average is $133.46 and its two-hundred day moving average is $134.03. Plexus has a 1 year low of $103.43 and a 1 year high of $172.89. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.53 and a quick ratio of 0.71.

Plexus (NASDAQ:PLXS - Get Free Report) last issued its earnings results on Wednesday, July 23rd. The technology company reported $1.90 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.71 by $0.19. The business had revenue of $1.02 billion during the quarter, compared to the consensus estimate of $1.02 billion. Plexus had a return on equity of 12.53% and a net margin of 4.04%. The company's revenue for the quarter was up 6.0% on a year-over-year basis. During the same period in the prior year, the business posted $1.45 EPS. Equities research analysts anticipate that Plexus will post 5.9 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

PLXS has been the subject of a number of analyst reports. Sidoti raised Plexus from a "neutral" rating to a "buy" rating and increased their target price for the stock from $135.00 to $150.00 in a research note on Friday. Stifel Nicolaus set a $145.00 price objective on Plexus in a research note on Thursday, April 24th. Needham & Company LLC dropped their price objective on Plexus from $162.00 to $158.00 and set a "buy" rating for the company in a research note on Thursday. Benchmark reaffirmed a "buy" rating and issued a $160.00 price objective on shares of Plexus in a research note on Wednesday, June 4th. Finally, Wall Street Zen raised Plexus from a "buy" rating to a "strong-buy" rating in a research note on Monday, June 30th. Two research analysts have rated the stock with a hold rating, three have assigned a buy rating and one has issued a strong buy rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $153.25.

Insider Transactions at Plexus

In other Plexus news, CFO Patrick John Jermain sold 4,328 shares of the firm's stock in a transaction on Thursday, May 15th. The stock was sold at an average price of $132.29, for a total transaction of $572,551.12. Following the completion of the transaction, the chief financial officer owned 25,637 shares of the company's stock, valued at approximately $3,391,518.73. This trade represents a 14.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Michael J. Running sold 646 shares of the firm's stock in a transaction on Friday, May 30th. The stock was sold at an average price of $130.05, for a total value of $84,012.30. Following the transaction, the insider directly owned 630 shares of the company's stock, valued at $81,931.50. The trade was a 50.63% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 12,032 shares of company stock worth $1,582,222 over the last ninety days. 1.76% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Plexus

Hedge funds have recently bought and sold shares of the stock. United Services Automobile Association purchased a new position in Plexus during the first quarter worth $218,000. AQR Capital Management LLC increased its position in Plexus by 103.1% during the first quarter. AQR Capital Management LLC now owns 8,384 shares of the technology company's stock worth $1,074,000 after buying an additional 4,255 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Plexus by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,971 shares of the technology company's stock worth $2,046,000 after buying an additional 705 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Plexus by 12.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 79,584 shares of the technology company's stock worth $10,197,000 after buying an additional 9,078 shares in the last quarter. Hedge funds and other institutional investors own 94.45% of the company's stock.

About Plexus

Plexus Corp. provides electronic manufacturing services in the United States and internationally. It offers design, develop, supply chain, new product introduction, and manufacturing solutions, as well as sustaining services to companies in the healthcare/life sciences, industrial/commercial, aerospace/defense, and communications market sectors.