Welcome to our dedicated page for PLEXUS SEC filings (Ticker: PLXS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Plexus Corp.'s SEC filings document operating results, financial condition, governance matters and material corporate events for its complex product design, manufacturing and services business. Recent 8-K reports furnish quarterly and fiscal-year earnings releases and related financial information for the company's product lifecycle operations across regulated end markets.
The filings also record shareholder meeting results, including director elections, advisory executive compensation votes and auditor ratification, as well as officer transition and compensation-arrangement disclosures. These records describe formal governance actions, executive roles and recurring public-company reporting obligations for PLXS.
American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research report their beneficial ownership of Plexus Corp. common stock on an amended Schedule 13G. They collectively report beneficial ownership of 1,184,217 shares, representing 4.4% of the outstanding common stock of Plexus Corp.
The group has sole voting power over 1,051,902 shares and sole dispositive power over 1,184,217 shares, with no shared voting or dispositive power reported. The entities state that various investment company and institutional accounts advised by American Century Investment Management have the right to receive dividends and sale proceeds, and that no single client advised by American Century Investment Management owns more than 5% of the Plexus Corp. common stock.
Plexus Corp director Michael V. Schrock reported selling 4,000 shares of Plexus common stock on August 11, 2026, at a price of $275.00 per share. After this open-market sale, he directly holds 40,329 shares of Plexus common stock. The sale was made pursuant to a Rule 10b5-1 trading plan adopted on May 8, 2026.
Plexus Corp. reported strong top-line growth for the quarter ended July 4, 2026, with net sales of $1,304.8 million, up 28.1% year over year, and nine‑month sales of $3,538.4 million, up 19.0%. Gross margin held at 10.1%. Operating income rose to $61.3 million, but operating margin slipped to 4.7% as selling and administrative expenses increased, driven largely by $20.5 million of stock‑based compensation in the quarter, including $12.9 million from accelerated vesting tied to executive retirements. Net income was $43.0 million versus $45.1 million a year earlier, and diluted EPS was $1.58 versus $1.64, as the effective tax rate climbed to 23.8% due to a new global minimum tax and the absence of a prior‑year discrete tax benefit. For the first nine months, net income rose to $134.0 million and diluted EPS to $4.90.
Growth was broad-based: AMER and APAC sales increased 37.2% and 30.4% in the quarter, while Industrial and Aerospace/Defense sectors grew 42.2% and 27.1%. Cash and restricted cash were $314.6 million and total debt, finance lease and other obligations were $275.5 million. Operating cash flow was $39.0 million and free cash flow was negative $35.3 million, reflecting higher inventories to support program ramps and increased accounts receivable. The company repurchased 341,799 shares for $63.6 million under its 2026 authorization, with $21.4 million of capacity remaining, and reported after‑tax ROIC of 14.9% versus a 9.0% WACC.
Plexus Corp. reported record fiscal third quarter 2026 revenue of $1.305 billion, with GAAP operating margin of 4.7% and GAAP diluted EPS of $1.58. Non-GAAP operating margin was 6.3% and non-GAAP diluted EPS $2.32, excluding $0.74 of stock-based compensation. Revenue exceeded guidance, rising 12% sequentially and 28% year over year.
The company won 31 manufacturing programs representing $255 million in annualized revenue and expanded its funnel of qualified opportunities to $4.5 billion. Return on invested capital was 14.9%, producing a 5.9% economic return, while a 62-day cash cycle marked the best performance in over five years. Free cash flow usage was $0.7 million as working capital supported growth, and $20.6 million of shares were repurchased at an average $258.75 per share.
For fiscal fourth quarter 2026, Plexus guides revenue to $1.330–$1.380 billion, GAAP diluted EPS to $2.18–$2.34 and non-GAAP EPS to $2.47–$2.63. Management now anticipates fiscal 2026 revenue growth in excess of 20% with non-GAAP operating margin greater than 6% and expects a return to meaningful free cash flow generation in early fiscal 2027.
Plexus Corp President & CEO Todd P. Kelsey reported two open-market sales totaling 1,500 shares of Plexus common stock on July 15, 2026. The sales covered 1,000 shares at a weighted average price of $261.0701 and 500 shares at $260.5100 per share, executed pursuant to a Rule 10b5-1 plan adopted on November 20, 2025. One transaction was completed in multiple trades between $261.00 and $261.68 per share, with the disclosed price representing the weighted average.
PLEXUS CORP President & CEO Todd P. Kelsey reported open-market sales of 1,500 shares of common stock on June 17, 2026. The shares were sold at prices between $292.1085 and $296.0900 per share pursuant to a pre-arranged Rule 10b5-1 trading plan. Following these transactions, he directly owns 68,888 shares of Plexus common stock.
Plexus Corp Regional President - AMER Michael J. Running reported an open-market sale of Plexus common stock. He sold 510 shares of common stock at an average price of $272.165 per share. After this transaction, he directly holds 665 shares of Plexus common stock.
Plexus Corp. entered into a Second Amended and Restated Credit Agreement on June 5, 2026, establishing a revolving credit facility with a maximum commitment of $500 million, maturing on June 5, 2031. The facility may, at the Company’s election and subject to conditions, be increased by $250 million to $750 million.
Borrowings bear interest at the Company’s option using an alternate base rate, Term SOFR, EURIBOR or Daily Simple SONIA, plus a margin based on its consolidated leverage metrics. Plexus will also pay a fee of between 10 and 25 basis points on daily unused commitments, tied to its consolidated total debt-to-EBITDA ratio.
The agreement includes financial covenants requiring an interest coverage ratio of at least 3.00 to 1.00 and a leverage ratio not greater than 3.50 to 1.00, with the ability to temporarily increase the leverage limit to 4.25 to 1.00 in connection with certain material acquisitions.
PLXS affiliate submitted a Form 144 to notify a proposed sale of Common Stock through Morgan Stanley Smith Barney LLC. The filing lists 11/16/2023 Performance Stock Units (249) and 01/25/2024 Restricted Stock Vesting Under a Registered Plan (261) as the securities referenced. The notice is associated with 06/05/2026 and identifies NASDAQ as the market.