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PLXS Transcript
Plexus Corp. (PLXS) Q1 2026 Earnings Call Transcript
Positive1-29
The earnings call highlights strong financial performance, with robust growth in key sectors and optimistic guidance. New program ramps and emerging market momentum in Aerospace and Defense, alongside automation and AI initiatives, enhance operational efficiency. Despite some uncertainties in component lead times and vague management responses, the overall sentiment is positive, supported by a high ROIC and effective cash cycle management. Given the market cap, the stock is expected to react positively, likely in the 2% to 8% range.
Plexus Corp. (PLXS) Q4 2025 Earnings Call Transcript
Unknown10-23
The earnings call shows a mixed picture. While there is confidence in growth, particularly in the Healthcare and Defense sectors, there are concerns over flat revenue in key areas like Industrial and Aerospace. The Q&A reveals uncertainty in the aerospace sector and reliance on future program ramps. Despite positive guidance and strategic investments, the flat revenue and minor delays temper expectations, leading to a neutral outlook.
Plexus Corp. (PLXS) Q3 2025 Earnings Call Transcript
Neutral7-24
Earnings call transcript: Plexus Q4 2024 beats guidance, stock dips
Positive1-22
The earnings call reveals strong financial performance, with record cash flow and debt reduction. Despite some uncertainties, such as the Boeing contract and supply chain challenges, guidance remains optimistic with expected growth in key sectors. The new share repurchase program further boosts shareholder confidence. The company's market cap suggests moderate volatility, aligning with a positive stock price movement prediction of 2% to 8%.
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