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Plexus Corp. (PLXS) Fundamental Analysis & AI Grade 2026

PLXS Nasdaq Printed Circuit Boards WI CIK: 0000785786
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-04-04
Combined AI Grade
B
60% Confidence
N/A
B
60% Conf
Pending
Analysis scheduled

📊 PLXS Key Takeaways

Revenue: $2.2M
Net Margin: 4,073.7%
Free Cash Flow: $-34.6M
Current Ratio: 1.54x
Debt/Equity: 0.13x
EPS: $3.32
AI Grade: B with 60% confidence
Plexus Corp. (PLXS) receives a B fundamental grade with 60% confidence from our AI analysis based on SEC 10-K filings. With revenue of $2.2M, net profit margin of 4,073.7%, and return on equity (ROE) of 6.1%, Plexus Corp. demonstrates mixed fundamentals in the Market sector. Below is our complete PLXS stock analysis for 2026.

Is Plexus Corp. (PLXS) a Good Investment?

Claude

PLEXUS maintains financial stability with a fortress balance sheet and low leverage, but fundamentals are constrained by zero revenue growth and negative free cash flow (-$34.6M) despite $91M net income, indicating a mature, capital-intensive business where recent earnings gains from operational improvements are unlikely sustainable without topline expansion.

Plexus Corp. Key Strengths (PLXS)

Claude
  • + Strong balance sheet with minimal leverage (0.13x debt/equity) and $303.1M cash position
  • + Excellent debt service capacity with 18.4x interest coverage ratio
  • + Substantial earnings growth of 54.6% YoY demonstrates operational efficiency improvements

PLXS Stock Risks: Plexus Corp. Investment Risks

Claude
  • ! Stagnant revenue (0.0% YoY growth) signals market maturity or competitive headwinds in PCB contract manufacturing
  • ! Negative free cash flow of -$34.6M despite profitability raises questions about earnings quality and capital intensity sustainability
  • ! Razor-thin operating margins (~5%) and gross margins (~10%) leave minimal margin for error in commodity-like industry

Key Metrics to Watch

Claude
  • * Revenue growth acceleration - must return to positive territory to validate business health
  • * Free cash flow conversion from net income - critical test of profitability sustainability
  • * Gross margin stability and operating leverage - determine ability to defend margins against pricing pressure

Plexus Corp. (PLXS) Financial Metrics & Key Ratios

Revenue
$2.2M
Net Income
$91.0M
EPS (Diluted)
$3.32
Free Cash Flow
$-34.6M
Total Assets
$3.4B
Cash Position
$303.1M

💡 AI Analyst Insight

Plexus Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

PLXS Profit Margin, ROE & Profitability Analysis

Gross Margin 10,087.4%
Operating Margin 5,206.9%
Net Margin 4,073.7%
ROE 6.1%
ROA 2.7%
FCF Margin -1,547.7%

PLXS vs Market Sector: How Plexus Corp. Compares

How Plexus Corp. compares to Market sector averages

Net Margin
PLXS 4,073.7%
vs
Sector Avg 12.0%
PLXS Sector
ROE
PLXS 6.1%
vs
Sector Avg 15.0%
PLXS Sector
Current Ratio
PLXS 1.5x
vs
Sector Avg 1.8x
PLXS Sector
Debt/Equity
PLXS 0.1x
vs
Sector Avg 0.7x
PLXS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Plexus Corp. Stock Overvalued? PLXS Valuation Analysis 2026

Based on fundamental analysis, Plexus Corp. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
6.1%
Sector avg: 15%
Net Profit Margin
4,073.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.13x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Plexus Corp. Balance Sheet: PLXS Debt, Cash & Liquidity

Current Ratio
1.54x
Quick Ratio
0.74x
Debt/Equity
0.13x
Debt/Assets
55.7%
Interest Coverage
18.43x
Long-term Debt
$187.0M

PLXS Revenue & Earnings Growth: 5-Year Financial Trend

PLXS 5-year financial data: Year 2021: Revenue $3.5B, Net Income $108.6M, EPS $3.50. Year 2022: Revenue $3.9B, Net Income $117.5M, EPS $3.93. Year 2023: Revenue $4.3B, Net Income $138.9M, EPS $4.76. Year 2024: Revenue $4.3B, Net Income $138.2M, EPS $4.86. Year 2025: Revenue $4.2B, Net Income $139.1M, EPS $4.95.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Plexus Corp.'s revenue has grown significantly by 20% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.95 reflects profitable operations.

PLXS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-1,547.7%
Free cash flow / Revenue

PLXS Quarterly Earnings & Performance

Quarterly financial performance data for Plexus Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $980.2K $39.1M $1.41
Q1 2026 $976.1K $37.3M $1.34
Q3 2025 $960.8K $25.1M $0.91
Q2 2025 $966.9K $16.2M $0.58
Q1 2025 $976.1K $29.2M $1.04
Q3 2024 $991.0M $15.8M $0.56
Q2 2024 $997.5M $16.2M $0.58
Q1 2024 $1.0B $29.2M $1.04

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Plexus Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$13.1M
Cash generated from operations
Stock Buybacks
$43.4M
Shares repurchased (TTM)
Capital Expenditures
$47.7M
Investment in assets
Dividends
None
No dividend program

PLXS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Plexus Corp. (CIK: 0000785786)

📋 Recent SEC Filings

Date Form Document Action
May 29, 2026 4 xslF345X06/wk-form4_1780090720.xml View →
May 22, 2026 4 xslF345X06/wk-form4_1779483376.xml View →
May 13, 2026 4 xslF345X06/wk-form4_1778703135.xml View →
May 11, 2026 4 xslF345X06/wk-form4_1778531462.xml View →
May 8, 2026 4 xslF345X06/wk-form4_1778273396.xml View →

Frequently Asked Questions about PLXS

What is the AI rating for PLXS?

Plexus Corp. (PLXS) has an AI grade of B with 60% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PLXS's key strengths?

Claude: Strong balance sheet with minimal leverage (0.13x debt/equity) and $303.1M cash position. Excellent debt service capacity with 18.4x interest coverage ratio.

What are the risks of investing in PLXS?

Claude: Stagnant revenue (0.0% YoY growth) signals market maturity or competitive headwinds in PCB contract manufacturing. Negative free cash flow of -$34.6M despite profitability raises questions about earnings quality and capital intensity sustainability.

What is PLXS's revenue and growth?

Plexus Corp. reported revenue of $2.2M.

Does PLXS pay dividends?

Plexus Corp. does not currently pay dividends.

Where can I find PLXS SEC filings?

Official SEC filings for Plexus Corp. (CIK: 0000785786) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PLXS's EPS?

Plexus Corp. has a diluted EPS of $3.32.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is PLXS's fundamental grade?

Based on our AI fundamental analysis in May 2026, Plexus Corp. has a B grade with 60% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is PLXS stock overvalued or undervalued?

Valuation metrics for PLXS: ROE of 6.1% (sector avg: 15%), net margin of 4,073.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is PLXS's AI grade for 2026?

Our dual AI analysis gives Plexus Corp. a combined B grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is PLXS's free cash flow?

Plexus Corp.'s operating cash flow is $13.1M, with capital expenditures of $47.7M. FCF margin is -1,547.7%.

How does PLXS compare to other Market stocks?

Vs Default sector averages: Net margin 4,073.7% (avg: 12%), ROE 6.1% (avg: 15%), current ratio 1.54 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-04-04 | Powered by Claude AI