PLXS — Stock Film
STOCK FILMSCENE 1/11PLXS · $255
Stock Expert AI presents
PLXS
Plexus Corp
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Plexus Corp. What it actually does.

Provides electronic manufacturing services (EMS) to various industries. Offers design and development services for electronic products. Now — the numbers.

on the stock market since 1986
20K employees
$6.8B market value
WHERE DOES THE MONEY COME FROM?
59%Asia Pacific
Asia PacificAmericas 30%EMEA 11%
59% of revenue comes from one region: Asia Pacific.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$4B
The net profit left over:
$172.9M
Out of every $100 in sales, $4 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 4%

This is an established company with proven profits.

THE SALES TREND
Sales are moving sideways.

No real growth (5% a year).

$3.4B
2021
2022
2023
2024
$4B
2025
Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
8 / 8
EXPECTATIONS MET OR BEATEN
8
Oct 2024
Jul 2026
8 TIMES IN THE LAST 8 QUARTERS
It clears the bar, quarter after quarter.
INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
50
average

Profit indicators sit around the sector average.

FINANCIAL STRENGTH
69
strong

The cash pile is strong; debt and other items pull the grade toward the middle.

VALUATION
48
weak

Clearly below the class average.

GROWTH
53
average

There is growth, but not at top-of-the-class tempo.

PRICE MOMENTUM
81
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 16% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
Strong cash, light debt

There is $306.8M in the vault; even if every debt were paid off, $131.3M would remain.

2
THE BRIGHT SIDE · 2/2
Delivers on expectations

It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/3
A rich price tag

The company’s market value is 40 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 48/100.

3
THE RISKS · 3/3
Executives aren’t buying

No clear buy-side message is coming from the executive floor.

FINALE · THE GRADE
B+
63 / 100 · MoonshotScore

On our five-subject report card, PLXS sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: PLXS is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

Analysts’ average target sits above today’s price, yet the valuation grade (48/100) says the stock isn’t cheap.

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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film