PLXS Plexus Corp. - Common Stock
NASDAQ · Electrical Equipment · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$273.13
· of 52w range
· above low
· to high
$132.0352w low
$307.0652w high
Market Cap (MRQ)
$7.29B
P/E (TTM)
40.3
EPS (TTM)
$6.78
Revenue (TTM)
$4.03B
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52W Range
$132–$307
Analyst Rating
BUY
Price Target
$305
P/E
40.3
ROE
12.6%
Net Profit Margin
4.6%
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PLXS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$273.13
Market Cap (MRQ)
$7.29B
P/E (TTM)
40.3
EPS (TTM)
$6.78
Revenue (TTM)
$4.03B
ROE (TTM)
12.6%
52W Range
$132–$307
PLXS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Sept. 1, 2000 | 2-for-1 | Forward |
| Aug. 26, 1997 | 2-for-1 | Forward |
| March 23, 1992 | 3-for-2 | Forward |
About Plexus Corp. - Common Stock Company overview from Wikipedia
sectorIndustrials
industryElectrical Equipment
employees20,000
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$4.03B2016-10-01 → 2025-09-27
EPS$6.262016-10-01 → 2025-09-27
Free Cash Flow$154M2016-10-01 → 2025-09-27
Net margin4.6%2016-10-01 → 2025-09-27
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | PLXS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 40.35Y avg ≈22.6 | ≈22.6 | 45.7 | Undervalued | |
| P/S (TTM) | 1.85Y avg ≈0.8 | ≈0.8 | 1.8 | Fair value | |
| P/B (MRQ) | 4.85Y avg ≈2.4 | ≈2.4 | 3.3 | Overvalued | |
| Price / FCF (TTM) | 117.85Y avg ≈17.6 | ≈17.6 | · | · | |
| Price / Cash Flow (TTM) | 42.65Y avg ≈-7.0 | ≈-7.0 | 13.4 | Overvalued | |
| Price / Tangible Book | 5.05Y avg ≈2.4 | ≈2.4 | · | · | |
| PEG Ratio | ≈4.1 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | PLXS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 11.4%5Y avg ≈9.3% | ≈9.3% | 14.2% | Top tier | |
| Operating Margin (TTM) | 5.7%5Y avg ≈4.7% | ≈4.7% | 5.0% | Top tier | |
| EBITDA Margin (TTM) | 7.6%5Y avg ≈6.4% | ≈6.4% | 7.0% | Top tier | |
| Pretax Margin (TTM) | 5.3%5Y avg ≈4.0% | ≈4.0% | 4.3% | Top tier | |
| Net Profit Margin (TTM) | 4.6%5Y avg ≈3.6% | ≈3.6% | 3.3% | Top tier | |
| ROA (TTM) | 5.5%5Y avg ≈4.7% | ≈4.7% | 4.0% | Top tier | |
| ROE (TTM) | 12.6%5Y avg ≈11.8% | ≈11.8% | 10.2% | Top tier | |
| ROIC | 12.8%5Y avg ≈13.3% | ≈13.3% | 9.1% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | PLXS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.55Y avg ≈1.5 | ≈1.5 | 1.9 | Low liquidity | |
| Quick Ratio | 0.65Y avg ≈0.6 | ≈0.6 | 0.9 | Low liquidity | |
| Interest Coverage | 17.45Y avg ≈10.6 | ≈10.6 | 7.8 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | PLXS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 1.8%5Y avg ≈3.1% | ≈3.1% | · | · | |
| Revenue CAGR 3Y | 0.89%5Y avg ≈3.9% | ≈3.9% | · | · | |
| Revenue CAGR 5Y | 2.9% | · | · | · | |
| EPS YoY | 56.1%5Y avg ≈12.4% | ≈12.4% | · | · | |
| Net Income YoY | 54.6%5Y avg ≈10.7% | ≈10.7% | · | · | |
| EPS CAGR 3Y | 8.8%5Y avg ≈3.8% | ≈3.8% | · | · | |
| EPS CAGR 5Y | 9.8% | · | · | · | |
| Net Income CAGR 3Y | 7.7%5Y avg ≈2.2% | ≈2.2% | · | · | |
| Net Income CAGR 5Y | 8.0% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | PLXS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.35Y avg ≈1.3 | ≈1.3 | 1.3 | In line | |
| Inventory Turnover | 2.95Y avg ≈2.8 | ≈2.8 | 4.6 | Weak | |
| Receivables Turnover | 6.35Y avg ≈6.4 | ≈6.4 | 6.4 | In line | |
| Revenue / Employee | ≈$201.6K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
6.7%
Next Report
Oct 20, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | $2.32 | $2.17 | 7.1% | |
| March 31, 2026 | $2.05 | $1.92 | 6.8% | |
| Dec. 31, 2025 | $1.78 | $1.79 | -0.60% | |
| Sept. 30, 2025 | $2.14 | $1.91 | 12.3% | |
| June 30, 2025 | $1.90 | $1.75 | 8.5% | |
| March 31, 2025 | $1.66 | $1.57 | 6.0% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.03B | $3.96B | $4.21B | $3.93B | $3.48B | $3.50B | $3.30B | $2.87B | $2.53B | $2.56B | $2.65B | $2.38B | |
| Cost of Revenue | $3.63B | $3.58B | $3.82B | $3.46B | $3.05B | $3.08B | $2.87B | $2.62B | $2.27B | $2.33B | $2.41B | $2.15B | |
| Gross Profit | $407M | $379M | $395M | $347M | $323M | $313M | $292M | $258M | $256M | $227M | $240M | $226M | |
| SG&A Expense | $199M | $191M | $176M | $167M | $144M | $153M | $148M | $139M | $126M | $121M | $122M | $114M | |
| Operating Income | $202M | $168M | $196M | $178M | $176M | $153M | $142M | $118M | $130M | $99M | $115M | $101M | |
| Interest Expense | $12M | $29M | $32M | $16M | $14M | $16M | $13M | $12M | $14M | $15M | $14M | $12M | |
| Interest Income | $4M | $4M | $3M | $1M | $1M | $2M | $2M | $5M | $5M | $4M | $3M | $3M | |
| Other Non-op | $-7M | $-13M | $-6M | $-5M | $-3M | $-4M | $-5M | $-3M | $451.0K | $-2M | $1M | $2M | |
| Pretax Income | $188M | $130M | $161M | $158M | $160M | $135M | $126M | $108M | $122M | $87M | $106M | $93M | |
| Income Tax | $15M | $18M | $22M | $20M | $21M | $18M | $17M | $95M | $10M | $11M | $12M | $6M | |
| Net Income | $173M | $112M | $139M | $138M | $139M | $117M | $109M | $13M | $112M | $76M | $94M | $87M | |
| EPS (Basic) | $6.39 | $4.08 | $5.04 | $4.96 | $4.86 | $4.02 | $3.59 | $0.40 | $3.33 | $2.29 | $2.81 | $2.58 | |
| EPS (Diluted) | $6.26 | $4.01 | $4.95 | $4.86 | $4.76 | $3.93 | $3.50 | $0.38 | $3.24 | $2.24 | $2.74 | $2.52 | |
| Shares (Basic) | 27,038,000 | 27,397,000 | 27,582,000 | 27,862,000 | 28,575,000 | 29,195,000 | 30,271,000 | 33,003,000 | 33,612,000 | 33,374,000 | 33,618,000 | 33,785,000 | |
| Shares (Diluted) | 27,616,000 | 27,909,000 | 28,114,000 | 28,439,000 | 29,167,000 | 29,916,000 | 31,074,000 | 33,919,000 | 34,553,000 | 34,098,000 | 34,379,000 | 34,655,000 | |
| EBITDA | $280M | $246M | $266M | $241M | $237M | $210M | $194M | $167M | $130M | $99M | $115M | $101M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $306M | $345M | $256M | $275M | $270M | $386M | $224M | $297M | $569M | $433M | $357M | $347M | |
| Receivables | $657M | $622M | $662M | $738M | $520M | $482M | $488M | $395M | $366M | $417M | $385M | $324M | |
| Inventory | $1.23B | $1.31B | $1.56B | $1.60B | $972M | $763M | $701M | $794M | $655M | $564M | $569M | $526M | |
| Prepaid Expense | $55M | $75M | $50M | $62M | $53M | $32M | $32M | $30M | $28M | $19M | $23M | $28M | |
| Current Assets | $2.40B | $2.48B | $2.67B | $2.82B | $1.93B | $1.78B | $1.54B | $1.52B | $1.62B | $1.43B | $1.33B | $1.23B | |
| PP&E (Net) | $546M | $501M | $492M | $445M | $395M | $384M | $384M | $341M | $315M | $291M | $317M | $335M | |
| PP&E (Gross) | $1.23B | $1.14B | $1.08B | $1.00B | $953M | $902M | $857M | $801M | $741M | $696M | $725M | $721M | |
| Accum. Depreciation | $681M | $634M | $583M | $556M | $558M | $518M | $472M | $460M | $427M | $404M | $407M | $386M | |
| Intangibles | · | · | · | · | · | · | · | $8M | $0 | · | · | · | |
| Other Non-current Assets | $28M | $27M | $25M | $28M | $36M | $36M | $65M | $63M | $39M | $36M | $36M | $40M | |
| Total Assets | $3.14B | $3.15B | $3.32B | $3.39B | $2.46B | $2.29B | $2.00B | $1.93B | $1.98B | $1.77B | $1.69B | $1.61B | |
| Accounts Payable | $727M | $606M | $647M | $806M | $635M | $516M | $445M | $506M | $414M | $397M | $401M | $396M | |
| Current Liabilities | $1.52B | $1.64B | $1.81B | $2.01B | $1.13B | $1.00B | $866M | $738M | $908M | $650M | $579M | $547M | |
| Capital Leases | $29M | $32M | $39M | $34M | $38M | $37M | $0 | · | · | · | · | $8M | |
| Deferred Tax | $6M | $8M | $4M | $6M | $6M | $6M | $5M | $14M | $0 | · | $10M | $5M | |
| Other Non-current Liabilities | $36M | $38M | $29M | $22M | $26M | $24M | $18M | $20M | $16M | $15M | $12M | $13M | |
| Total Liabilities | $1.68B | $1.83B | $2.11B | $2.30B | $1.43B | $1.31B | $1.14B | $1.01B | $950M | $849M | $849M | $828M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | $175M | $250M | $250M | |
| Common Stock | $547.0K | $545.0K | $543.0K | $541.0K | $538.0K | $535.0K | $529.0K | $526.0K | $519.0K | $513.0K | $506.0K | $500.0K | |
| Paid-in Capital | $696M | $681M | $661M | $652M | $640M | $622M | $597M | $581M | $555M | $531M | $497M | $476M | |
| Retained Earnings | $2.00B | $1.82B | $1.71B | $1.57B | $1.43B | $1.30B | $1.18B | $1.06B | $1.05B | $937M | $861M | $766M | |
| Treasury Stock | $1.26B | $1.19B | $1.13B | $1.09B | $1.04B | $935M | $893M | $711M | $574M | $540M | $510M | $480M | |
| AOCI | $18M | $11M | $-24M | $-36M | $-3M | $-5M | $-18M | $-12M | $-5M | $-12M | $-6M | $19M | |
| Stockholders' Equity | $1.45B | $1.32B | $1.21B | $1.10B | $1.03B | $977M | $866M | $921M | $1.03B | $917M | $842M | $781M | |
| Liabilities + Equity | $3.14B | $3.15B | $3.32B | $3.39B | $2.46B | $2.29B | $2.00B | $1.93B | $1.98B | $1.77B | $1.69B | $1.61B | |
| Shares Outstanding | 26,828,000 | 27,122,000 | 27,466,000 | 27,679,000 | 28,047,000 | 29,002,000 | 29,004,000 | 31,838,000 | 33,464,000 | 33,457,000 | 33,500,000 | 33,653,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $78M | $78M | $70M | $63M | $61M | $57M | $52M | $48M | $45M | $47M | · | · | |
| Stock-based Comp | $30M | $30M | $21M | $23M | $25M | $24M | $21M | $18M | $17M | $19M | $13M | $13M | |
| Deferred Tax | $-16M | $-7M | $-22M | $-11M | $-3M | $-4M | $-10M | $20M | $-366.0K | $-330.0K | $-597.0K | $-2M | |
| Amort. of Intangibles | · | · | · | · | · | $1M | · | · | · | $0 | $0 | $603.0K | |
| Restructuring | $5M | $20M | $23M | $2M | $3M | $6M | $2M | $0 | $0 | $7M | $2M | $11M | |
| Other Non-cash | $-15M | $224M | $-42M | $-240M | $-79M | $16M | $-57M | $-33M | · | · | · | · | |
| Operating Cash Flow | $249M | $437M | $166M | $-26M | $143M | $210M | $115M | $67M | $172M | $128M | $77M | $88M | |
| CapEx | $95M | $95M | $104M | $102M | $57M | $50M | $91M | $63M | $39M | $31M | $35M | $65M | |
| Investing Cash Flow | $-96M | $-95M | $-93M | $-102M | $-57M | $-50M | $-89M | $-75M | $-38M | $-27M | $-35M | $-63M | |
| Stock Repurchased | $65M | $56M | $41M | $50M | $108M | $41M | $182M | $137M | $34M | $30M | $30M | $30M | |
| Net Stock Activity | $-65M | $-56M | $-41M | $-50M | $-108M | $-41M | $-182M | $-137M | $-34M | $-30M | $-30M | $-30M | |
| Financing Cash Flow | $-196M | $-256M | $-93M | $139M | $-204M | $-1M | $-97M | $-265M | $1M | $-21M | $-26M | $-21M | |
| Net Change in Cash | $-41M | $91M | $-19M | $5M | $-117M | $162M | $-71M | $-272M | $136M | $76M | $11M | $5M | |
| Free Cash Flow | $154M | $341M | $62M | $-128M | $85M | $160M | $25M | $4M | $133M | $97M | $41M | $23M | |
| Levered FCF | $143M | $316M | $35M | $-142M | $73M | $146M | $14M | $3M | $121M | $84M | $29M | $12M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 10.1% | 9.3% | 9.1% | 8.8% | 9.3% | 8.9% | 8.8% | 9.0% | 10.1% | 8.9% | 9.0% | -208.1% | |
| Operating Margin | 5.0% | 4.1% | 4.5% | 4.5% | 5.1% | 4.4% | 4.3% | 4.1% | 5.1% | 3.9% | 4.3% | -92.8% | |
| Net Margin | 4.3% | 2.7% | 3.2% | 3.5% | 4.0% | 3.4% | 3.3% | 0.45% | 4.4% | 3.0% | 3.5% | -80.5% | |
| Pretax Margin | 4.7% | 3.2% | 3.7% | 4.0% | 4.6% | 3.9% | 3.8% | 3.7% | 4.8% | 3.4% | 4.0% | -86.1% | |
| EBITDA Margin | 7.0% | 6.0% | 6.2% | 6.1% | 6.8% | 6.0% | 5.9% | 5.8% | 5.1% | 3.9% | 4.3% | -92.8% | |
| ROA | 5.5% | 3.5% | 4.1% | 4.7% | 5.9% | 5.5% | 5.5% | 0.67% | 6.0% | 4.4% | 5.7% | 5.7% | |
| ROE | 12.3% | 8.6% | 11.6% | 12.8% | 13.6% | 12.2% | 12.6% | 1.5% | 11.5% | 8.7% | 11.6% | 11.8% | |
| ROIC | 12.8% | 10.9% | 13.9% | 14.2% | 14.8% | 13.6% | 14.1% | 1.6% | 11.7% | 9.5% | 12.2% | 12.0% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.5 | 1.5 | 1.4 | 1.7 | 1.8 | 1.8 | 2.1 | 1.8 | 2.2 | 2.3 | 2.2 | |
| Quick Ratio | 0.6 | 0.6 | 0.5 | 0.5 | 0.7 | 0.9 | 0.8 | 0.9 | 1.0 | 1.3 | 1.3 | 1.2 | |
| Interest Coverage | 17.4 | 5.8 | 6.2 | 11.2 | 12.4 | 9.5 | 11.1 | 9.7 | 9.6 | 6.8 | 8.3 | 8.2 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.3 | 1.3 | 1.3 | 1.5 | 1.6 | 1.7 | 1.5 | 1.4 | 1.5 | 1.6 | -0.1 | |
| Inventory Turnover | 2.9 | 2.5 | 2.4 | 2.7 | 3.5 | 4.2 | 4.0 | 3.6 | 3.7 | 4.1 | 4.4 | 4.6 | |
| Receivables Turnover | 6.3 | 6.4 | 6.2 | 6.2 | 6.9 | 7.2 | 7.5 | 7.6 | 6.5 | 6.4 | 7.5 | -0.3 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $54.22 | $48.85 | $44.21 | $39.59 | $36.66 | $33.70 | $29.84 | $28.93 | $30.66 | $27.40 | $25.14 | $23.21 | |
| Revenue / Share | $146.04 | $146.12 | $153.65 | $138.11 | $119.34 | $117.05 | $106.08 | $84.72 | $73.16 | $74.96 | $77.21 | $-3.13 | |
| Cash Flow / Share | $9.02 | $15.64 | $5.90 | $-0.92 | $4.89 | $7.03 | $3.71 | $1.97 | $4.97 | $3.75 | $2.23 | $2.55 | |
| Cash / Share | $11.42 | $12.72 | $9.33 | $9.93 | $9.63 | $13.30 | $7.71 | $9.34 | $17.00 | $12.94 | $10.66 | $10.30 | |
| EPS (TTM) | $6.26 | $4.01 | $4.95 | $4.86 | $4.76 | $3.93 | $3.50 | $0.38 | $3.24 | $2.24 | $2.74 | $2.52 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.8% | -5.9% | 7.2% | 12.8% | -0.60% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.89% | 4.4% | 6.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 56.1% | -19.0% | 1.8% | 2.1% | 21.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 8.8% | -5.5% | 8.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 54.6% | -19.6% | 0.62% | -0.48% | 18.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 7.7% | -7.0% | 5.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 8.0% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.03B | $3.96B | $4.21B | $3.93B | $3.48B | $3.50B | $3.30B | $2.87B | $2.53B | $2.56B | $2.65B | $2.38B | |
| Net Income TTM | $173M | $112M | $139M | $138M | $139M | $117M | $109M | $13M | $112M | $76M | $94M | $87M | |
| Market Cap | $3.84B | $3.70B | $2.55B | $2.42B | $2.55B | $2.06B | $1.81B | $1.86B | $1.88B | $1.57B | $1.27B | $1.27B | |
| P/E | 22.9 | 34.0 | 18.8 | 18.0 | 19.1 | 18.1 | 17.9 | 154.0 | 17.3 | 20.9 | 13.9 | 15.0 | |
| P/S | 1.0 | 0.9 | 0.6 | 0.6 | 0.7 | 0.6 | 0.6 | 0.6 | 0.7 | 0.6 | 0.5 | 0.5 | |
| P/B | 2.6 | 2.8 | 2.1 | 2.2 | 2.5 | 2.1 | 2.1 | 2.0 | 1.8 | 1.7 | 1.5 | 1.6 | |
| P / Tangible Book | 2.6 | 2.8 | 2.1 | 2.2 | 2.5 | 2.1 | · | · | · | · | · | · | |
| P / Cash Flow | 15.4 | 8.5 | 15.4 | -92.4 | 17.9 | 9.8 | 15.7 | 27.9 | 10.9 | 12.3 | 16.6 | 14.4 | |
| P / FCF | 25.0 | 10.8 | 41.3 | -19.0 | 29.9 | 12.8 | 73.5 | 459.8 | 14.1 | 16.2 | 30.7 | 54.9 | |
| Earnings Yield | 4.4% | 2.9% | 5.3% | 5.5% | 5.2% | 5.5% | 5.6% | 0.65% | 5.8% | 4.8% | 7.2% | 6.7% |
Income Statement
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1M | $1M | $1M | $4.03B | $1M | $980.2K | $976.1K | $3.96B | $960.8K | $966.9K | $982.6K | $945M | $1.10B | $1.12B | $1.33B | |
| Cost of Revenue | $1.17B | $1.04B | $964M | $954M | $915M | $882M | $875M | $943M | $866M | $879M | $894M | $927M | $968M | $993M | $1.16B | |
| Gross Profit | $131M | $119M | $106M | $105M | $103M | $98M | $101M | $108M | $94M | $88M | $88M | $97M | $103M | $101M | $131M | |
| SG&A Expense | $70M | $57M | $52M | $52M | $50M | $49M | $49M | $54M | $46M | $48M | $43M | $43M | $46M | $44M | $51M | |
| Operating Income | $61M | $62M | $54M | $53M | $54M | $49M | $47M | $54M | $39M | $29M | $45M | $53M | $57M | $57M | $81M | |
| Interest Expense | $4M | $3M | $3M | $2M | $3M | $3M | $4M | $6M | $7M | $8M | $8M | $8M | $8M | $7M | $6M | |
| Interest Income | $1M | $812.0K | $984.0K | $883.0K | $934.0K | $871.0K | $1M | $1M | $1M | $817.0K | $808.0K | $847.0K | $759.0K | $934.0K | $501.0K | |
| Other Non-op | $-2M | $-1M | $-2M | $-2M | $-2M | $-2M | $-1M | $-4M | $-3M | $-3M | $-4M | $347.0K | $-2M | $-2M | $-2M | |
| Pretax Income | $56M | $58M | $51M | $50M | $50M | $45M | $43M | $45M | $30M | $19M | $35M | $46M | $48M | $49M | $73M | |
| Income Tax | $13M | $8M | $10M | $-2M | $5M | $6M | $6M | $4M | $5M | $3M | $6M | $6M | $7M | $7M | $9M | |
| Net Income | $43M | $50M | $41M | $51M | $45M | $39M | $37M | $41M | $25M | $16M | $29M | $40M | $41M | $42M | $65M | |
| EPS (Basic) | $1.61 | $1.86 | $1.54 | $1.90 | $1.67 | $1.44 | $1.38 | $1.51 | $0.92 | $0.59 | $1.06 | $1.46 | $1.48 | $1.53 | $2.32 | |
| EPS (Diluted) | $1.58 | $1.82 | $1.51 | $1.87 | $1.64 | $1.41 | $1.34 | $1.48 | $0.91 | $0.58 | $1.04 | $1.44 | $1.45 | $1.49 | $2.27 | |
| Shares (Basic) | 26,712,000 | 26,757,000 | 26,766,000 | · | 27,059,000 | 27,109,000 | 27,087,000 | · | 27,364,000 | 27,542,000 | 27,485,000 | · | 27,661,000 | 27,639,000 | · | |
| Shares (Diluted) | 27,294,000 | 27,310,000 | 27,349,000 | · | 27,532,000 | 27,662,000 | 27,763,000 | · | 27,765,000 | 27,929,000 | 28,013,000 | · | 28,184,000 | 28,305,000 | · | |
| EBITDA | $61M | $62M | $74M | · | $54M | $49M | $66M | · | $39M | $29M | $64M | · | $57M | $74M | · |
Balance Sheet
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $314M | $303M | $249M | $306M | $238M | $311M | $317M | $345M | $270M | $265M | $232M | · | $270M | $248M | · | |
| Receivables | $795M | $702M | $680M | $657M | $664M | $609M | $597M | $622M | $644M | $646M | $656M | · | $661M | $734M | · | |
| Inventory | $1.49B | $1.37B | $1.31B | $1.23B | $1.28B | $1.28B | $1.29B | $1.31B | $1.43B | $1.52B | $1.58B | · | $1.65B | $1.65B | · | |
| Prepaid Expense | $103M | $98M | $70M | $55M | $71M | $60M | $54M | $75M | $77M | $71M | $55M | · | $66M | $68M | · | |
| Current Assets | $2.90B | $2.64B | $2.46B | $2.40B | $2.40B | $2.40B | $2.39B | $2.48B | $2.54B | $2.63B | $2.65B | · | $2.78B | $2.81B | · | |
| PP&E (Net) | · | · | · | $546M | · | · | · | $501M | · | · | · | · | · | · | · | |
| PP&E (Gross) | · | · | · | $1.23B | · | · | · | $1.14B | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $681M | · | · | · | $634M | · | · | · | · | · | · | · | |
| Other Non-current Assets | $30M | $28M | $29M | $28M | $28M | $28M | $27M | $27M | $26M | $26M | $25M | · | $30M | $29M | · | |
| Total Assets | $3.63B | $3.36B | $3.19B | $3.14B | $3.11B | $3.09B | $3.07B | $3.15B | $3.17B | $3.28B | $3.30B | · | $3.38B | $3.40B | · | |
| Accounts Payable | $979M | $852M | $746M | $727M | $722M | $680M | $666M | $606M | $593M | $627M | $647M | · | $729M | $754M | · | |
| Current Liabilities | $1.95B | $1.71B | $1.54B | $1.52B | $1.52B | $1.57B | $1.57B | $1.64B | $1.72B | $1.74B | $1.74B | · | $1.92B | $1.95B | · | |
| Capital Leases | $24M | $26M | $27M | $29M | $31M | $33M | $35M | $32M | $32M | $34M | $36M | · | $31M | $32M | · | |
| Deferred Tax | $7M | $5M | $5M | $6M | $6M | $7M | $7M | $8M | $4M | $4M | $4M | · | $5M | $6M | · | |
| Other Non-current Liabilities | $36M | $37M | $38M | $36M | $41M | $40M | $39M | $38M | $36M | $32M | $30M | · | $26M | $24M | · | |
| Total Liabilities | $2.10B | $1.87B | $1.70B | $1.68B | $1.69B | $1.73B | $1.75B | $1.83B | $1.90B | $2.02B | $2.04B | · | $2.20B | $2.25B | · | |
| Common Stock | $549.0K | $549.0K | $547.0K | $547.0K | $547.0K | $547.0K | $545.0K | $545.0K | $545.0K | $545.0K | $543.0K | · | $543.0K | $541.0K | · | |
| Paid-in Capital | $710M | $690M | $699M | $696M | $688M | $681M | $685M | $681M | $670M | $663M | $664M | · | $652M | $654M | · | |
| Retained Earnings | $2.13B | $2.09B | $2.04B | $2.00B | $1.94B | $1.90B | $1.86B | $1.82B | $1.78B | $1.76B | $1.74B | · | $1.66B | $1.61B | · | |
| Treasury Stock | $1.32B | $1.30B | $1.28B | $1.26B | $1.23B | $1.22B | $1.20B | $1.19B | $1.17B | $1.15B | $1.13B | · | $1.12B | $1.10B | · | |
| AOCI | $7M | $11M | $22M | $18M | $20M | $-14M | $-24M | $11M | $-16M | $-9M | $-3M | · | $-8M | $-14M | · | |
| Stockholders' Equity | $1.53B | $1.49B | $1.48B | $1.45B | $1.42B | $1.35B | $1.32B | $1.32B | $1.27B | $1.26B | $1.27B | $1.21B | $1.18B | $1.15B | $1.10B | |
| Liabilities + Equity | $3.63B | $3.36B | $3.19B | $3.14B | $3.11B | $3.09B | $3.07B | $3.15B | $3.17B | $3.28B | $3.30B | · | $3.38B | $3.40B | · | |
| Shares Outstanding | 26,677,000 | 26,757,000 | 26,713,000 | 26,828,000 | 26,985,000 | 27,122,000 | 27,062,000 | 27,122,000 | 27,285,000 | 27,470,000 | 27,504,000 | 27,466,000 | 27,647,000 | 27,612,000 | 27,679,000 |
Cash Flow
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $19M | $19M | $19M | $19M | $20M | $20M | $19M | $20M | $20M | $19M | $19M | $18M | $17M | $16M | $16M | |
| Stock-based Comp | $21M | $8M | $8M | $8M | $8M | $8M | $7M | $11M | $7M | $8M | $5M | $6M | $6M | $6M | $5M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-12M | |
| Restructuring | $0 | $0 | $0 | $0 | $0 | $0 | $5M | $0 | $9M | $11M | $0 | $0 | $0 | $0 | $-2M | |
| Other Non-cash | · | · | $-84M | · | · | · | $-10M | · | · | · | $-57M | · | · | $-113M | · | |
| Operating Cash Flow | $26M | $28M | $-15M | $132M | $27M | $37M | $54M | $220M | $132M | $88M | $-3M | $90M | $106M | $-49M | $-392.0K | |
| CapEx | $27M | $12M | $35M | $35M | $14M | $20M | $27M | $26M | $17M | $23M | $29M | $24M | $26M | $23M | $17M | |
| Investing Cash Flow | $-27M | $-13M | $-35M | $-35M | $-14M | $-20M | $-26M | $-26M | $-18M | $-23M | $-29M | $-16M | $-26M | $-22M | $-16M | |
| Stock Repurchased | $21M | $21M | $22M | $22M | $18M | $13M | $13M | $20M | $19M | $18M | $0 | $4M | $12M | $11M | $3M | |
| Net Stock Activity | · | · | $-22M | · | · | · | $-13M | · | · | · | $0 | · | · | $-11M | · | |
| Financing Cash Flow | $12M | $38M | $-8M | $-28M | $-90M | $-25M | $-53M | $-121M | $-109M | $-31M | $6M | $-70M | $-58M | $39M | $17M | |
| Net Change in Cash | $11M | $54M | $-57M | $69M | $-73M | $-7M | $-30M | $78M | $5M | $33M | $-24M | $3M | $22M | $-28M | $-2M | |
| Free Cash Flow | · | · | $-51M | · | · | · | $27M | · | · | · | $-32M | · | · | $-72M | · | |
| Levered FCF | · | · | $-53M | · | · | · | $24M | · | · | · | $-38M | · | · | $-78M | · |
Profitability
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 10069.1% | 10240.6% | 9920.8% | · | 10143.1% | 9972.9% | 10315.5% | · | 9.5% | 8.8% | 8.7% | · | 9.4% | 9.0% | · | |
| Operating Margin | 4695.1% | 5313.6% | 5090.8% | · | 5264.4% | 4977.8% | 4800.6% | · | 4.0% | 2.9% | 4.5% | · | 5.2% | 5.1% | · | |
| Net Margin | 3295.0% | 4280.0% | 3849.3% | · | 4430.5% | 3986.4% | 3817.9% | · | 2.5% | 1.6% | 2.9% | · | 3.7% | 3.8% | · | |
| Pretax Margin | 4326.3% | 4973.3% | 4770.0% | · | 4894.0% | 4593.4% | 4455.8% | · | 3.1% | 1.9% | 3.5% | · | 4.4% | 4.4% | · | |
| EBITDA Margin | 4695.1% | 5313.6% | 6888.8% | · | 5264.4% | 4977.8% | 6788.9% | · | 4.0% | 2.9% | 6.4% | · | 5.2% | 6.6% | · | |
| ROA | 1.3% | 1.6% | 1.3% | · | 1.4% | 1.2% | 1.2% | · | 0.76% | 0.49% | 0.87% | · | · | 1.4% | · | |
| ROE | 2.9% | 3.5% | 2.9% | · | 3.4% | 3.0% | 2.9% | · | 2.1% | 1.3% | 2.4% | · | · | 3.9% | · | |
| ROIC | 3.0% | 3.6% | 3.0% | · | 3.4% | 3.1% | 3.0% | · | 2.6% | 2.0% | 3.0% | · | · | 4.2% | · |
Liquidity & Solvency
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.5 | 1.6 | · | 1.6 | 1.5 | 1.5 | · | 1.5 | 1.5 | 1.5 | · | · | 1.4 | · | |
| Quick Ratio | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.5 | 0.5 | · | · | 0.5 | · | |
| Interest Coverage | 15.0 | 18.1 | 18.9 | · | 21.4 | 15.6 | 13.2 | · | 5.3 | 3.6 | 5.9 | · | 6.9 | 8.3 | · |
Efficiency
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.3 | 0.3 | 0.3 | · | · | 0.4 | · | |
| Inventory Turnover | 0.8 | 0.8 | 0.7 | · | 0.7 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | · | 0.7 | · | |
| Receivables Turnover | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 1.5 | 1.5 | 1.5 | · | · | 1.7 | · |
Per Share
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $57.31 | $55.68 | $55.44 | · | $52.59 | $49.84 | $48.74 | · | $46.41 | $45.86 | $46.06 | · | · | $41.66 | · | |
| Revenue / Share | $0.05 | $0.04 | $0.04 | · | $0.04 | $0.04 | $0.04 | · | $35.69 | $35.72 | $35.99 | · | $38.92 | $39.60 | · | |
| Cash Flow / Share | · | · | $-0.56 | · | · | · | $1.93 | · | · | · | $-0.11 | · | · | $-1.72 | · | |
| Cash / Share | $11.77 | $11.33 | $9.31 | · | $8.80 | $11.45 | $11.72 | · | $9.89 | $9.65 | $8.43 | · | · | $8.98 | · | |
| EPS (TTM) | $6.78 | $6.84 | $6.43 | · | $5.87 | $5.14 | $4.31 | · | $3.97 | $3.62 | $4.49 | · | · | · | · |
Valuation (TTM)
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.03B | $4.03B | $4.03B | · | $3.96B | $3.96B | $3.96B | · | $948M | $1.99B | $3.09B | · | · | · | · | |
| Net Income TTM | $185M | $188M | $177M | · | $163M | $143M | $120M | · | $111M | $102M | $126M | · | · | · | · | |
| Market Cap | $7.34B | $5.55B | $4.07B | · | $3.66B | $3.47B | $4.27B | · | $2.82B | $2.60B | $2.97B | · | · | $2.84B | · | |
| P/E | 40.6 | 30.3 | 23.7 | · | 23.1 | 24.9 | 36.6 | · | 26.0 | 26.2 | 24.1 | · | · | · | · | |
| P/S | 1.8 | 1.4 | 1.0 | · | 0.9 | 0.9 | 1.1 | · | 3.0 | 1.3 | 1.0 | · | · | · | · | |
| P/B | 4.8 | 3.7 | 2.7 | · | 2.6 | 2.6 | 3.2 | · | 2.2 | 2.1 | 2.3 | · | · | 2.5 | · | |
| P / Tangible Book | 4.8 | 3.7 | 2.7 | · | 2.6 | 2.6 | 3.2 | · | 2.2 | 2.1 | 2.3 | · | · | 2.5 | · | |
| P / Cash Flow | · | · | -264.4 | · | · | · | 79.6 | · | · | · | -981.8 | · | · | -58.2 | · | |
| Earnings Yield | 2.5% | 3.3% | 4.2% | · | 4.3% | 4.0% | 2.7% | · | 3.9% | 3.8% | 4.2% | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2021-10-02 |
|---|---|---|---|---|---|
| Revenue | $4.03B | $3.96B | $4.21B | $3.93B | $3.48B |
| Gross Margin % | 10.1% | 9.3% | 9.1% | 8.8% | 9.3% |
| Operating Margin % | 5.0% | 4.1% | 4.5% | 4.5% | 5.1% |
| Net Income | $173M | $112M | $139M | $138M | $139M |
| Diluted EPS | $6.26 | $4.01 | $4.95 | $4.86 | $4.76 |
| Metric | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2021-10-02 |
|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.5 | 1.5 | 1.4 | 1.7 |
| Quick Ratio | 0.6 | 0.6 | 0.5 | 0.5 | 0.7 |
| Metric | 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-10-01 | 2021-10-02 |
|---|---|---|---|---|---|
| Free Cash Flow | $154M | $341M | $62M | $-128M | $85M |
Institutional owners (13F) 474 filers · $8.2B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
474
Value held
$8.2B
New positions
106
Exited positions
35
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 106 (+12 vs prior Q) | 35 (+2 vs prior Q) | 139 (+26 vs prior Q) | 133 (0 vs prior Q) | -8K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $1,311,630,781 | 4,362,360 | 16.05% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $634,516,830 | 2,110,343 | 7.76% | Shares |
| VANGUARD GROUP INC | $534,015,867 | 3,632,761 | 6.53% | Shares |
| DISCIPLINED GROWTH INVESTORS INC /MN | $433,245,926 | 1,440,935 | 5.30% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $362,804,357 | 1,206,653 | 4.44% | Shares |
| AMERICAN CENTURY COMPANIES INC | $356,058,855 | 1,184,217 | 4.36% | Shares |
| STATE STREET CORP | $329,158,188 | 1,095,217 | 4.03% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $250,392,314 | 832,842 | 3.06% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $241,030,622 | 801,518 | 2.95% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $229,088,290 | 761,926 | 2.80% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $220,209,888 | 732,397 | 2.69% | Shares |
| EARNEST PARTNERS LLC | $188,879,691 | 628,196 | 2.31% | Shares |
| JPMORGAN CHASE & CO | $128,579,544 | 445,648 | 1.57% | Shares |
| ALLIANCEBERNSTEIN L.P. | $116,053,800 | 572,992 | 1.42% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $111,884,719 | 372,118 | 1.37% | Shares |
| Nuveen, LLC | $110,756,606 | 368,366 | 1.36% | Shares |
| MORGAN STANLEY | $104,851,331 | 348,725 | 1.28% | Shares |
| NORTHERN TRUST CORP | $98,484,761 | 327,551 | 1.21% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $96,758,011 | 321,808 | 1.18% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $94,912,198 | 315,669 | 1.16% | Shares |
| Invesco Ltd. | $92,768,422 | 308,539 | 1.14% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $83,185,928 | 276,664 | 1.02% | Shares |
| Cartenna Capital, LP | $79,677,550 | 265,000 | 0.98% | Shares |
| BROWN ADVISORY INC | $70,043,714 | 232,959 | 0.86% | Shares |
| GOLDMAN SACHS GROUP INC | $68,066,577 | 226,383 | 0.83% | Shares |
| Boston Trust Walden Corp | $62,546,576 | 208,024 | 0.77% | Shares |
| EMERALD ADVISERS, LLC | $62,452,767 | 207,712 | 0.76% | Shares |
| BANK OF AMERICA CORP /DE/ | $60,280,727 | 200,488 | 0.74% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $57,792,382 | 192,212 | 0.71% | Shares |
| Bank of New York Mellon Corp | $55,525,368 | 184,672 | 0.68% | Shares |
| FMR LLC | $49,070,203 | 163,203 | 0.60% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $46,925,868 | 156,071 | 0.57% | Shares |
| Qube Research & Technologies Ltd | $40,787,690 | 135,656 | 0.50% | Shares |
| EMERALD MUTUAL FUND ADVISERS TRUST | $40,514,080 | 134,746 | 0.50% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $35,754,774 | 118,917 | 0.44% | Shares |
| MILLENNIUM MANAGEMENT LLC | $32,267,904 | 107,320 | 0.39% | Shares |
| CONGRESS ASSET MANAGEMENT CO | $31,189,401 | 103,733 | 0.38% | Shares |
| D. E. Shaw & Co., Inc. | $28,992,105 | 96,425 | 0.35% | Shares |
| ROYAL BANK OF CANADA | $28,900,000 | 96,119 | 0.35% | Shares |
| First Eagle Investment Management, LLC | $27,684,791 | 92,077 | 0.34% | Shares |
| Public Sector Pension Investment Board | $27,645,404 | 91,946 | 0.34% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $25,453,000 | 84,653 | 0.31% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $25,386,771 | 84,434 | 0.31% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $25,110,756 | 83,516 | 0.31% | Shares |
| MetLife Investment Management, LLC | $23,698,509 | 78,819 | 0.29% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $22,433,128 | 110,759 | 0.27% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $21,231,512 | 70,614 | 0.26% | Shares |
| CITADEL ADVISORS LLC | $21,172,279 | 70,417 | 0.26% | Shares |
| RHUMBLINE ADVISERS | $20,659,609 | 68,712 | 0.25% | Shares |
| WELLS FARGO & COMPANY/MN | $20,333,560 | 67,628 | 0.25% | Shares |
Company insiders 46 insiders · 25 officers · 17 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Todd P. Kelsey | President & CEO | Sept. 16, 2026 S | 64,388 | 0 | 32 | $-8,335,351 |
| David Westen Abuhl | Sr. VP & CFO | Sept. 15, 2026 M | 1,700 | 0 | 0 | $0 |
| Patrick John Jermain | Exec. VP & CFO | May 6, 2026 I | 0 | 0 | 5 | $-2,758,877 |
| Ginger M Jones | Sr. VP and CFO | April 23, 2014 M | 37,618 | 0 | 0 | $0 |
| Gordon F Bitter | Senior VP & CFO | May 17, 2006 A | 8,044 | 0 | 0 | $0 |
| Michael J. Running | Regional President - AMER | June 5, 2026 S | 665 | 0 | 3 | $-472,392 |
| Victor (Pang Hau) Tan | Regional President - APAC | May 11, 2026 S | 10,457 | 0 | 3 | $-1,430,190 |
| Frank Zycinski | Regional President - EMEA | Feb. 12, 2026 S | 0 | 0 | 1 | $-288,180 |
| Scott Theune | Regional President - AMER | Nov. 16, 2023 M | 10,607 | 0 | 0 | $0 |
| Oliver K. Mihm | Exec VP & COO | Feb. 17, 2026 M | 12,809 | 0 | 4 | $-2,952,621 |
| Thomas B Sabol | Executive VP and COO | Aug. 14, 2003 A | · | 0 | 0 | $0 |
| Steven J. Frisch | Chief Strategy Officer | Aug. 16, 2024 S | 30,070 | 0 | 0 | $0 |
| Ronnie Darroch | EVP Global Ops & Reg Pres-EMEA | May 1, 2023 S | 0 | 0 | 0 | $0 |
| Yong Jin Lim | Regional Pres - Plxs Asia Pac. | Nov. 24, 2020 M | 62,814 | 0 | 0 | $0 |
| Michael T Verstegen | Sr. Vice President | Sept. 30, 2014 M | 18,125 | 0 | 0 | $0 |
| Michael D. Buseman | Exec. VP Global Mfg Operations | Oct. 30, 2013 M | 6,250 | 0 | 0 | $0 |
| Joseph Mauthe | Sr. VP Global Human Resources | July 25, 2013 I | 0 | 0 | 0 | $0 |
| Thomas J Czajkowski | Vice President | Oct. 31, 2008 A | 5,800 | 0 | 0 | $0 |
| George W F Setton | Corporate Treasurer and CTO | Oct. 31, 2008 A | 0 | 0 | 0 | $0 |
| David A Clark | Vice President | April 28, 2008 A | 5,000 | 0 | 0 | $0 |
| Simon Painter | Corp Controller/Prin Acct Off. | April 28, 2008 A | 0 | 0 | 0 | $0 |
| Robert J Kronser | Executive VP and CT&SO | Nov. 30, 2007 S | 3,340 | 0 | 0 | $0 |
| David H Rust | VP-Human Resources | Feb. 7, 2007 P | 3,197 | 0 | 0 | $0 |
| Paul L Ehlers | Senior Vice President | May 17, 2006 A | 18,400 | 0 | 0 | $0 |
| Joseph D Kaufman | Senior VP and CLO | May 5, 2006 M | 11,783 | 0 | 0 | $0 |
| Karen Marie Rapp | Director | Aug. 31, 2026 S | 7,535 | 0 | 4 | $-424,965 |
| Joann M Eisenhart | Director | Feb. 9, 2026 A | 21,705 | 0 | 0 | $0 |
| Jennifer Wuamett | Director | Feb. 9, 2026 A | 3,349 | 0 | 0 | $0 |
| Joel J Quadracci | Director | Feb. 9, 2026 A | 7,478 | 0 | 0 | $0 |
| Dean A Foate | Director | Feb. 9, 2026 A | 99,429 | 0 | 2 | $-3,074,450 |
| Paul A Rooke | Director | Feb. 9, 2026 A | 15,991 | 0 | 0 | $0 |
| Peter Kelly | Director | Jan. 30, 2024 M | 34,771 | 0 | 0 | $0 |
| Stephen P Cortinovis | Director | Feb. 15, 2022 M | 29,888 | 0 | 0 | $0 |
| David J Drury | Director | Feb. 1, 2021 M | 16,680 | 0 | 0 | $0 |
| Ralf R Boer | Director | Jan. 27, 2021 M | 34,298 | 0 | 0 | $0 |
| Philip R Martens | Director | Jan. 25, 2017 M | 3,174 | 0 | 0 | $0 |
| Mary A Winston | Director | Jan. 26, 2016 M | 17,148 | 0 | 0 | $0 |
| John L Nussbaum | Director | Jan. 25, 2013 S | 71,388 | 0 | 0 | $0 |
| Charles M Strother | Director | Jan. 24, 2011 A | 9,000 | 0 | 0 | $0 |
| Thomas J Prosser | Director | Dec. 1, 2006 A | 20,256 | 0 | 0 | $0 |
| Hagen Jan K Ver | Director | Dec. 1, 2004 A | 10,000 | 0 | 0 | $0 |
| Michael V Schrock | · | Aug. 11, 2026 S | 40,329 | 0 | 1 | $-1,100,000 |
| Angelo Michael Ninivaggi Jr | · | May 8, 2026 S | 16,266 | 0 | 9 | $-2,902,265 |
| Randy J Martinez | · | Feb. 25, 2026 S | 5,201 | 0 | 1 | $-203,140 |
| Rainer Jueckstock | · | Feb. 9, 2026 A | 29,740 | 0 | 0 | $0 |
| Michael Mcguire | · | July 28, 2005 M | 200 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 57 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PSCT · Invesco Exchange-Traded Fund Trust … | 2.91% | 58,937 SH | Oct. 1, 2026 | Daily |
| CSMD · Professionally Managed Portfolios | 1.84% | 33,300 NS | July 31, 2026 | N-PORT |
| XSMO · Invesco Exchange-Traded Fund Trust | 1.72% | 189,014 SH | Oct. 1, 2026 | Daily |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 1.51% | 16,551 SH | Oct. 1, 2026 | Daily |
| VAMO · Cambria ETF Trust | 0.76% | 3,271 NS | July 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.58% | 5,876 SH | Oct. 1, 2026 | Daily |
| QIDX · Spinnaker ETF Series | 0.51% | 785 NS | July 31, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.50% | 25,840 NS | July 31, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.48% | 31,794 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.48% | 29,020 SH | Aug. 19, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.44% | 93,544 SH | Aug. 19, 2026 | Daily |
| IWO · iShares Trust | 0.44% | 254,981 SH | Sept. 11, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.43% | 3,898 SH | Oct. 1, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.39% | 14,014 SH | Aug. 19, 2026 | Daily |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0.38% | 5,865 SH | Oct. 1, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.32% | 23,452 SH | Oct. 1, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.28% | 984 NS | July 31, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.27% | 6,278 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.25% | 155,995 SH | Aug. 19, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.25% | 118 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.24% | 6,542 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.22% | 692,894 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.22% | 12,978 NS | July 31, 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.21% | 5,990 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.20% | 7,629 SH | Sept. 11, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.17% | 389,546 SH | Aug. 19, 2026 | Daily |
| FSMD · FIDELITY COVINGTON TRUST | 0.16% | 15,933 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.16% | 17,840 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.14% | 87,663 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.12% | 640 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.10% | 613,706 SH | Aug. 19, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.09% | 307,061 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.09% | 485,303 SH | Aug. 19, 2026 | Daily |
| FTEC · FIDELITY COVINGTON TRUST | 0.08% | 64,005 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.08% | 45,539 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.06% | 1,723 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.03% | 21,436 NS | July 31, 2026 | N-PORT |
| IGM · iShares Trust | 0.03% | 12,574 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.03% | 48,279 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.02% | 457 NS | July 31, 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.02% | 1,526 SH | Aug. 19, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.02% | 2,234 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 5,323 SH | Oct. 1, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.01% | 1,262 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 5,982 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 850,779 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 21,547 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 2,249 SH | Aug. 19, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 7,919 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.01% | 7,668 SH | Sept. 9, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 34,400 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 680 NS | July 31, 2026 | N-PORT |
| IJR · iShares Trust | · | 1,631,721 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 111,376 SH | Sept. 9, 2026 | Daily |
| IJS · iShares Trust | · | 133,717 SH | Sept. 8, 2026 | Daily |
| XJR · iShares Trust | · | 3,698 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 1,077 SH | Sept. 11, 2026 | Daily |
PLXS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 13 analysts
BUY
Median target
$308.00
+12.8%
4 30.8%
Strong Buy
6 46.2%
Buy
3 23.1%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
5 analysts · 2026-09-28Mean target $304.60 +11.5%
← Below all targets
Current price $273.13
Low$275.00
Mean$304.60
High$330.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| PLXS | $3.84B | 22.9 | 1.8% | 4.3% | 12.3% | 10.1% |
| FLEX | $23.94B | 28.1 | 8.1% | 3.1% | 17.3% | 9.2% |
| JBL | $22.02B | 34.6 | 3.2% | 2.2% | 40.4% | 8.9% |
| TTMI | $7.36B | 42.4 | 19.0% | 6.1% | 10.4% | 20.7% |
| SANM | $6.09B | 25.6 | 7.4% | 3.0% | 9.9% | 8.8% |
| IPGP | · | 98.1 | 2.7% | · | · | · |
| BHE | $1.53B | 62.9 | 0.11% | 0.93% | 2.2% | 10.2% |
| CTS | $1.23B | 19.6 | 5.2% | 12.1% | 11.8% | 38.4% |
| KE | $614M | 22.7 | -3.7% | 1.9% | 4.8% | 8.2% |
| FWDI | $2.20B | -1.0 | -9.0% | -918.1% | -22.7% | 28.5% |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Aug 6, 2026