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Plexus
Plexus (PLXS) investor relations material
Plexus Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary29 Jan, 2026
Executive summary
Fiscal Q1 2026 revenue reached $1.07 billion, up 10% year-over-year, driven by strong program ramps and market share gains in Healthcare/Life Sciences and Aerospace/Defense sectors.
Non-GAAP EPS was $1.78, at the high end of guidance, and GAAP EPS was $1.51; net income increased 10.5% to $41.2 million.
Secured 22 new manufacturing program wins, including a record $220 million in annualized Aerospace/Defense revenue.
Achieved strong program wins and share gains in Healthcare/Life Sciences and Aerospace/Defense, with robust end-market demand.
Sustainability initiatives included 100% renewable electricity for Penang campus and global charitable donations.
Financial highlights
Gross margin was 9.9%, stable year-over-year and sequentially, with gross profit at $106.1 million.
Non-GAAP operating margin reached 5.8%; GAAP operating margin was 5.1%.
Free cash flow was negative $50.6 million, mainly due to increased inventory and accounts receivable.
Cash and cash equivalents stood at $249 million, with total debt at $158 million.
Repurchased $22.4 million in shares, with $62.6 million remaining under the authorization.
Outlook and guidance
Q2 2026 revenue guidance: $1.11–$1.15 billion, representing 6% sequential and 15% year-over-year growth at midpoint.
Q2 2026 non-GAAP EPS guidance: $1.80–$1.95; GAAP EPS: $1.53–$1.68.
Fiscal 2026 revenue growth expected to meet or exceed the high end of the 9%–12% target; free cash flow expectation reaffirmed at ~$100 million.
Fiscal 2026 capital expenditures estimated at $100–$120 million.
Annual effective tax rate for fiscal 2026 expected at 16%–18%.
How will FY26 FCF target be met after Q1 usage?
Address Industrial sector revenue decline strategy.
Factors impacting sequential ROIC and economic return.
Semicap market demand sustainability beyond Q2?
Quantify AI/automation's FY26 margin/CapEx impact?
How to sustain $100M FCF with growth/CapEx?
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Next Plexus earnings date
Q2 202623 Apr, 2026
Plexus
Next Plexus earnings date
Q2 202623 Apr, 2026
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Frequently asked questions
Plexus Corp is a global electronics manufacturing services company that provides design, engineering, manufacturing, and aftermarket support. It serves customers in the healthcare, industrial, aerospace, and communications sectors with complex product development and supply chain solutions. Plexus Corp is headquartered in Neenah, Wisconsin, and its shares are listed on the NASDAQ.
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