The earnings call reflected strong financial performance, new business wins, and positive customer sentiment, contributing to a positive outlook. However, challenges in certain sectors, such as Healthcare/Life Sciences and Aerospace, present potential areas of concern.

Company Guidance -

Q4 2025

During the Q3 2025 earnings call, Plexus provided optimistic guidance for the upcoming fiscal quarters. Key metrics include a revenue of $1.018 billion for Q3, aligning with their guidance, and a non-GAAP operating margin of 6%, meeting their stated goal. They reported a non-GAAP EPS of $1.90, surpassing expectations, and a free cash flow of $13.2 million, significantly better than anticipated. Looking ahead, Plexus forecasts Q4 revenue between $1.025 billion to $1.065 billion, a non-GAAP operating margin of 5.7% to 6.1%, and EPS of $1.82 to $1.97. They also project approximately $100 million in free cash flow for fiscal 2025, indicating strong cash management and operational efficiency. The company anticipates continued revenue growth through new program ramps, share gains, and strategic investments, with a robust outlook for fiscal 2026 across all market sectors without relying on end-market demand improvements.

Strong Revenue and EPS Performance

For the fiscal third quarter, Plexus met its revenue guidance with $1.018 billion and exceeded EPS guidance with a non-GAAP EPS of $1.90, benefiting from strong operating performance and a favorable tax rate.

New Program Wins and Market Expansion

Plexus secured 41 new manufacturing programs worth $250 million annually. These wins were well diversified across market sectors, contributing to future growth prospects.

Recognition as a Top Workplace

Plexus received national and regional recognition as a top workplace, including being listed as one of America's greatest workplaces in manufacturing 2025 by Newsweek.

Strong Cash Flow and Debt Reduction

Plexus generated $13.2 million in free cash flow, reduced debt, and increased share repurchase authorization, positioning the company for long-term shareholder value.

Positive Customer Satisfaction

Plexus achieved a 7-year high in customer satisfaction scores, indicating strong customer sentiment and potential for future market share gains.

Plexus (PLXS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

PLXS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q4)	1.87 / -	1.85	―	―	―
Jul 23, 2025	2025 (Q3)	1.71 / 1.90	1.45	31.03% (+0.45)
Apr 23, 2025	2025 (Q2)	1.54 / 1.66	0.94	76.60% (+0.72)
Jan 22, 2025	2025 (Q1)	1.59 / 1.73	1.04	66.35% (+0.69)
Oct 23, 2024	2024 (Q4)	1.55 / 1.85	1.44	28.47% (+0.41)
Jul 24, 2024	2024 (Q3)	1.27 / 1.45	1.32	9.85% (+0.13)
Apr 24, 2024	2024 (Q2)	0.87 / 0.94	1.45	-35.17% (-0.51)
Jan 24, 2024	2024 (Q1)	1.05 / 1.04	1.49	-30.20% (-0.45)
Oct 25, 2023	2023 (Q4)	1.26 / 1.44	1.78	-19.10% (-0.34)
Jul 26, 2023	2023 (Q3)	1.16 / 1.32	1.33	-0.75% (-0.01)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

PLXS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$133.83	$118.29	-11.61%
Apr 23, 2025	$127.17	$125.35	-1.43%
Jan 22, 2025	$170.49	$153.30	-10.08%
Oct 23, 2024	$135.57	$144.89	+6.87%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Plexus (PLXS) report earnings?

Plexus (PLXS) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).

What is Plexus (PLXS) earnings time?

Plexus (PLXS) earnings time is at Oct 22, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is PLXS EPS forecast?

PLXS EPS forecast for the fiscal quarter 2025 (Q4) is 1.87.

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