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.
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.
Plexus Corp’s President & CEO Todd P. Kelsey sold 1,000 shares of common stock in an open-market transaction at $290.00 per share. After this sale, he directly holds 70,388 shares. This appears to be a relatively small, routine disposition compared with his remaining stake.
PLXS-related Form 144: Notices of proposed sales of Common Stock are reported by multiple selling parties, listing specific sale dates and share counts. The excerpt lists completed sales on several 2026 and 2026-05 dates and shows proposed or recent dispositions of up to 1,000 Performance Stock Units.
The filing names Todd P. Kelsey and a trust with Kelly M. Liv as sellers and provides per-sale share counts and gross proceeds for each dated transaction.
Plexus Corp director Karen Marie Rapp sold 500 shares of common stock in an open-market transaction at $270.00 per share. The trade was executed under a pre-arranged Rule 10b5-1 trading plan adopted on February 2, 2026. Following this sale, she directly holds 8,035 Plexus shares.