Plexus Corp. Common Stock (PLXS)

Stalwart

FairStock Score: 43/100 — MIXED

Key Financials

Current Price$216.98
Market Cap$5.8B
P/E Ratio32
ROE12.58%
Dividend Yield—%
SectorTechnology

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look at Plexus as an electronic manufacturing services provider serving aerospace/defense, healthcare/life sciences, and industrial/commercial customers, with 20,000 employees. In fiscal 2025, the year ended 2025-09-27, the company earned $172.9M, or $6.26 per diluted share, on $4.0B of revenue. Fiscal 2024, the year ended 2024-09-28, saw $111.8M net income, or $4.01 per diluted share, on $4.0B of revenue, while fiscal 2023, the year ended 2023-09-30, had $139.1M net income, or $4.95 per diluted share, on $4.2B of revenue. Recent quarters are uneven: in fiscal Q2 2026, the quarter ended 2026-04-04, net income was $49.8M and diluted EPS $1.82; in fiscal Q3 2026, the quarter ended 2026-07-04, net income was $43.0M and diluted EPS $1.58. Fiscal Q3 2025, the quarter ended 2025-06-28, had net income of $45.1M and diluted EPS $1.64. So profits are not compounding smoothly, and the given profit growth measure is -4.71%. The FairStock Lynch category is STALWART, with profit growth of 8.0% a year over five years and revenue growth of 2.9%.

In plain English: Plexus makes electronic parts and products for other companies in aerospace, healthcare, and industrial markets. Sales are growing, but profits recently slipped and cash generation is thin, so the business looks mixed. At the recent price, the stock looks expensive compared with the company's earnings and cash flow.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-07-04) · fiscal Q2 2026 10-Q (period ended 2026-04-04) · fiscal Q1 2026 10-Q (period ended 2026-01-03) · fiscal Q3 2025 10-Q (period ended 2025-06-28) · FY2025 10-K (period ended 2025-09-27) · FY2024 10-K (period ended 2024-09-28) · FY2023 10-K (period ended 2023-09-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer