PLXS at a glance
PLEXUS CORP (PLXS, SEC CIK 785786) filed its latest 10-K annual report on November 14, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 24, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 27, 2025 (FY2025), PLEXUS CORP (PLXS) reported revenue of $4.0 billion (down 1.1% from FY2024) and net income of $172.9 million. Diluted EPS was $6.26.
- As of June 30, 2026, 35 institutional investment managers tracked by SignalX reported holding PLEXUS CORP (PLXS) shares worth $4.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Kelsey Todd P. on September 16, 2026 of 1,500 shares at $242.41 per share.
- In the last 90 days, PLXS insiders reported 0 open-market purchases ($0) and 8 open-market sales ($2.4M) on Form 4, a net sale of $2.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.0B
- −1.1% vs prior year
- Insiders · 90 days
- 0 buys · 8 sells
- Net −$2.4M
- 13F holders
- 35 funds
- $4.0B · +0 vs prior quarter
- Latest 8-K
- Aug 24, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 27, 2025
Business Overview
- Core business model: Design, manufacture, service complex products in regulated markets for Aerospace/Defense, Healthcare/Life Sciences, Industrial sectors
- Emphasis on delivering solutions with zero defects and perfect delivery through operational excellence
- Strategic focus on high growth markets with demanding regulatory environments and commitment to disciplined financial model targeting 9-12% revenue CAGR
- Workforce expanded to over 20,000 employees across 26 global facilities in AMER, APAC, and EMEA regions
- Fiscal 2025 WACC recalculated at 8.9%, aiming for 15% ROIC to drive positive economic return and shareholder value
Risk Factors
- Regulatory tax risk: Expiration of APAC tax holiday on December 31, 2034, provides $43.1M tax reduction in fiscal 2025, subject to certain conditions
- Macroeconomic risk: 85% of $306.8M cash held outside U.S., exposing liquidity to foreign market and currency fluctuations
- Operational vulnerability: 18.2% net sales decline in EMEA segment due to decreased customer demand and $21.0M customer disengagements
- Competitive risk: $54.1M net sales reduction in AMER from customer disengagements and program discontinuation, impacting defense and industrial sectors
- Financial risk: $50M 4.22% Senior Notes due 2028 with covenants; credit facility max commitment $500M (extendable to $750M); $128M max daily borrowing in fiscal 2025
Management Discussion & Analysis
- Revenue and profitability details not disclosed in overview section
- No cash flow, capital allocation, or specific dollar amounts mentioned
- No management outlook or forward-looking guidance detailed in overview
AI summary of the PLXS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 4, 2026
Management Discussion & Analysis
- Quarterly revenue $1,304.8M, up 28.1% YoY from $1,018.3M
- Gross margin 10.1% vs 10.1% YoY; operating margin 4.7% vs 5.3%
- Best sector Industrial revenue $589.5M, up 42.2%; worst EMEA revenue $109.4M, down 6.6%
- Cash and restricted cash $314.6M vs $306.8M; nine-month operating cash flow $39.0M vs $117.2M
- Fiscal 2026 effective tax rate expected at 16.0%–18.0%; headwinds include tariffs, component shortages and customer delays
Risk Factors
- No risk-factors section provided; submitted text contains Items 2, 5, and 6 only
- Credit risk: Second Amended and Restated Credit Agreement dated June 5, 2026
- Capital-allocation risk: $21.4 million remaining under the $100.0 million repurchase program as of July 4, 2026
- Insider-trading compliance risk: Director Michael Schrock’s Rule 10b5-1 plan covers up to 7,667 shares through August 1, 2027
AI summary of the PLXS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- New $100.0 million repurchase authorization begins after current program expires
- $9.6 million remains under the existing $100.0 million authorization as of August 19, 2026
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 ended July 4, 2026; results announced July 29, 2026
- Detailed operating results and financial condition in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Record Q3 revenue $1.305B, up 28% year over year; non-GAAP EPS $2.32 exceeded guidance
- Non-GAAP operating margin 6.3%, while GAAP margin fell to 4.7% after $21.1M stock-based compensation
Item 1.01: Entry into a Material Definitive Agreement
- $500M revolving credit facility, expandable to $750M, enhancing Plexus’ liquidity and acquisition capacity
- Maturity extended to June 5, 2031, replacing the June 9, 2022 credit agreement
AI summaries of PLXS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PLXS
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kelsey Todd P. | Sell | Sep 16, 2026 | 1,500 | $242.41 |
| Abuhl David Westen | M | Sep 15, 2026 | 2,500 | - |
| Abuhl David Westen | F | Sep 15, 2026 | 800 | $238.53 |
| Abuhl David Westen | M | Sep 15, 2026 | 2,500 | - |
| Rapp Karen Marie | Sell | Aug 31, 2026 | 500 | $240.87 |
| Kelsey Todd P. | Sell | Aug 19, 2026 | 319 | $248.79 |
| Kelsey Todd P. | Sell | Aug 19, 2026 | 500 | $252.23 |
| Kelsey Todd P. | Sell | Aug 19, 2026 | 681 | $251.09 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.1B | $4.0B |
| Gross Profit | - | $378.5M | $406.5M |
| Operating Income | - | $167.7M | $202.4M |
| Net Income | - | $111.8M | $172.9M |
| Gross Margin | - | 9.3% | 10.1% |
| Op. Margin | - | 4.1% | 5.0% |
| Net Margin | - | 2.7% | 4.3% |
| Balance Sheet | |||
| Total Assets | $3.3B | $3.2B | $3.1B |
| Equity | $1.2B | $1.3B | $1.5B |
| ROE | - | 8.4% | 11.9% |
| Per Share | |||
| EPS | - | $4.01 | $6.26 |
| Cash Flow | |||
| Operating CF | - | $436.5M | $249.2M |
| CapEx | - | $95.2M | $95.3M |
Source: XBRL data in PLEXUS CORP (PLXS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PLXS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 35 | $3.99B |
| Q1 2026 | 35 | $2.62B |
| Q4 2025 | 28 | $1.89B |
| Q3 2025 | 28 | $1.89B |
| Q2 2025 | 28 | $1.78B |
| Q1 2025 | 27 | $1.12B |
| Q4 2024 | 21 | $1.24B |
| Q3 2024 | 18 | $566.8M |
- T. Rowe Price Group+508.1K (+645%)
- JPMorgan Chase & Co+293.8K (+194%)
- BlackRock+87.1K (+2%)
- State Street Corp+47.4K (+5%)
- Invesco Ltd+40.4K (+15%)
- Dimensional Fund Advisors−286.5K (-26%)
- Millennium Management−198.3K (-65%)
- Vanguard Portfolio Management LLC−144.4K (-6%)
- Morgan Stanley−79.2K (-19%)
- D.E. Shaw & Co−67.5K (-41%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 220 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PLXS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jul 4, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 10-Q | May 7, 2026 | Apr 4, 2026 | Analysis | |
| 4 | May 6, 2026 | - | - | |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 16, 2026 | - | - | - |
| 4 | Mar 19, 2026 | - | - | - |
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PLXS SEC filings: frequently asked questions
Are PLXS insiders buying or selling?
In the last 90 days, PLEXUS CORP (PLXS) officers, directors and 10% owners reported no open-market purchases and 8 open-market sales worth $2.4 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PLXS stock?
As of June 30, 2026, the largest PLEXUS CORP (PLXS) holders among the 13F filers tracked by SignalX were BlackRock ($1.3 billion), Vanguard Portfolio Management LLC ($634.5 million), Vanguard Capital Management LLC ($362.8 million), State Street Corp ($329.2 million), Dimensional Fund Advisors ($250.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PLXS's revenue in fiscal year 2025?
For the fiscal year ended September 27, 2025 (FY2025), PLEXUS CORP (PLXS) reported revenue of $4.0 billion (down 1.1% from FY2024) and net income of $172.9 million. Diluted EPS was $6.26. The figures come from the XBRL data in the 10-K.
What are the main risks in PLXS's latest 10-K?
In the 10-K filed November 14, 2025, PLEXUS CORP (PLXS) flagged: Regulatory tax risk: Expiration of APAC tax holiday on December 31, 2034, provides $43.1M tax reduction in fiscal 2025, subject to certain conditions. Macroeconomic risk: 85% of $306.8M cash held outside U.S., exposing liquidity to foreign market and currency fluctuations. (AI summary of the Risk Factors section.)
What did PLXS report in its latest 8-K?
PLEXUS CORP (PLXS) filed an 8-K on August 24, 2026 reporting Item 8.01 (Other Events). New $100.0 million repurchase authorization begins after current program expires.
What are the latest PLXS SEC filings?
PLEXUS CORP (PLXS) filed its latest 10-K annual report on November 14, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 24, 2026 and a Form 4 insider filing on September 17, 2026.
What is PLXS's SEC CIK number?
PLEXUS CORP (PLXS)'s SEC Central Index Key (CIK) is 785786. EDGAR lists every PLXS filing under that number.
Ask anything about PLXS
The research agent reads PLXS's filings, financials, insider trades and 13F holders, then answers with sources.