Plexus Announces Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results
Plexus beat its own guidance across the board in fiscal Q4 2026, posting revenue of $1.427 billion versus a $1.330-1.380 billion guide and non-GAAP EPS of $2.84 versus $2.47-2.63 guided. Fiscal 2026 revenue reached a record $4.965 billion, up 23% year-over-year, with non-GAAP operating margin of 6.2% and ROIC of 15.8%; the company won 36 manufacturing programs worth $290 million in annualized revenue and its qualified funnel grew 33% to a record $4.9 billion.
Key figures
- Eps
- 2.51
- Revenue
- 1427000000
- Guidance
- Q1F27 revenue $1.410B-$1.460B (up 1% sequentially, 34% YoY at midpoint), GAAP EPS $2.16-$2.32, non-GAAP EPS $2.46-$2.62; FY27 mid- to upper-teens revenue growth with increasing operating margin
- Revenue Yoy
- 35%
- Roic
- 15.8%
- Programs won
- 36
- Fy2026 revenue
- 4965000000
- Cash cycle days
- 62
- Economic return
- 6.8%
- Fy2026 buybacks
- 85000000
- Fy2027 fcf target
- at least $100 million
- Q4 free cash flow
- 6400000
- Fy2026 revenue yoy
- 23%
- Opportunity funnel
- 4900000000
- Opportunity funnel yoy
- 33%
- Annualized program wins
- 290000000
- Fy2026 gaap diluted eps
- 7.41
- Q4 non gaap diluted eps
- 2.84
- Q4 gaap operating margin
- 6.0%
- Fy2026 non gaap diluted eps
- 8.97
- Q4 non gaap operating margin
- 6.7%
- New non gaap operating margin goal
- 6.5%-7.0%
AI analysis
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