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Plexus
Plexus (PLXS) investor relations material
Plexus 47th Annual Raymond James Institutional Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.47th Annual Raymond James Institutional Investor Conference summary2 Mar, 2026
Company overview and market focus
Designs, manufactures, and services complex electronic and electromechanical products for healthcare, industrial, and aerospace/defense sectors.
Healthcare products often meet Class II and III regulatory requirements, including robotic-assisted surgery systems.
Industrial segment is driven by semiconductor capital equipment, industrial automation, and energy management.
Aerospace and defense focus on commercial aerospace, defense guidance, unmanned systems, and commercial space.
Targets annual revenue growth of 9%-12%, operating margin of 6%+, and 15% ROIC.
Market trends and growth drivers
Recent years saw flat growth, but current momentum is strong due to ramping programs and new wins.
Semiconductor capital equipment and commercial space are experiencing robust growth.
Healthcare and defense markets show positive trends, while industrial remains mixed.
Commercial aerospace recovery could provide further upside.
Growth is occurring even as not all market sectors are fully recovered.
Capacity expansion and supply chain strategy
Recent investments include a new facility in Penang, Malaysia, and expansion in Thailand.
New Penang site reached break-even quickly and can scale to $1 billion in capacity.
Manufacturing footprint supports growth to $5–6 billion revenue, with focus on expanding existing locations.
Nearshoring and regional supply chain strategies help manage uncertainty and customer needs.
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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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