Plexus Corp. (PLXS)


October 28, 2022

PLXS: Big Beat and Raise

By Steven Fox

We raise our F2023E (Sept) EPS for Plexus (PLXS; $95.92; E/W) from $5.30 to $5.80 after the company delivered substantial FQ4 (Sept) upside, reflecting its ability to better meet multi-quarter levels of pent-up demand across…

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October 26, 2022

PLXS: First Look at FQ4 (Sep) Results and Outlook

By Steven Fox

Plexus (PLXS; $96.55; E/W) reported FQ4 (Sep) non-GAAP EPS of $1.78, which was substantially ahead of our $1.25 and consensus of $1.27 on sales of $1,124mm (vs. our $1,000mm and the Street’s $1,008mm). PLXS also…

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July 28, 2022

Showing Right Market Mix for Macro

By Steven Fox

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July 19, 2022

Mix Should Provide Macro Buffers

By Steven Fox

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July 22, 2021

Back on Track

By Steven Fox

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