Plexus Corp. (PLXS)

NEUTRAL

TechnologyElectronic ComponentsUnited States

基本面

价格

$238.50

市值

$6.25B

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第一部分 · 这家公司值多少

概览

Plexus Corp. provides electronic manufacturing services in the United States, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers design, develop, supply chain, new product introduction, and manufacturing solutions, as well as sustaining services. It serves the aerospace/defense, healthcare/life sciences, and industrial/commercial sectors. Plexus Corp. was founded in 1979 and is headquartered in Neenah, Wisconsin.

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Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

资产负债表与流动性

营收

$4.03B

最近12个月（截至2026/7/4）

净利润

$185M

最近12个月（截至2026/7/4）

自由现金流

$154M

股东权益合计

$1.45B

负债合计

$1.68B

流动比率

1.49

利息覆盖率

18.00

债务/EBITDA

1.10

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

General case合理估值

公允价值

$236.41

当前价格

$238.50

安全边际

-0.9%

公允价值区间

$161.28 - $311.53

估算方法

Analyst price target:$305.75

Discounted cash flow (DCF):$280.75

Earnings multiple (P/E):$178.05

Graham growth formula:$167.18

Earnings power value (EPV):$70.32

Justified P/B:$77.17

Dividend discount (Gordon):Not enough data to compute it

P/FFO, funds from operations:Not enough data to compute it

Mid-cycle earnings:$161.28

Revenue multiple:Not enough data to compute it

分析师共识:强力买入 (10B / 3H / 0S)

最近财报超预期:+7.09%

估值指标

市盈率（P/E）

35.05

ROE

11.9%

市净率（P/B）

4.14

P/FCF

102.35

毛利率

11.4%

ROIC

10.8%

盈利能力雷达图

Value Creation (Economic Moat)

ROIC

10.8%

WACC

9.2%

ROIC − WACC

+1.6 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

基本面分析标准

通过（19）

EPS shows upward trend
EPS CAGR 7.20%
Price CAGR 16.09%
ROIC 10.8%
Debt/Equity ratio
Operating Margin 5.7%
Positive Free Cash Flow
Current Ratio
Interest Coverage
Debt/EBITDA
Return on Tangible Assets
Low reliance on intangibles
ROE 12.5%
Analyst Consensus 77% Buy
Earnings Surprise avg 6.4%
Earnings Quality (OCF/NI) 0.92
Share Dilution -1.0%
Net Margin Trend 4.6% vs 4.1%
Piotroski F-Score 9/9

未通过（8）

Gross Margin 11.4%
P/FCF 102.35
P/B Ratio 4.14
CapEx intensity
Price below Graham Number
DCF valuation (Overvalued)
Revenue Growth 5Y 3.5%
PEG Ratio 3.98

不可用（1）

Dividend Payout NaN%

Piotroski F-评分

9/9

财务状况强健

score

criteria

盈利质量

0.92

中等：利润与现金之间存在一定差距

股权稀释

-1.0%

正在回购股份，对股东友好

公司治理

管理团队

姓名	职位	年龄
Mr. Todd P. Kelsey	President, CEO & Director	60
Mr. Oliver K. Mihm	Executive VP & COO	53
Mr. Angelo M. Ninivaggi J.D.	Executive VP, Chief Legal & Public Affairs Officer and Secretary	58
Mr. Victor Tan	Regional President of APAC	61
Mr. David Abuhl	CFO & Senior VP	-
Mr. Kyle McMillan	Chief Information & Technology Officer	-
Mr. Shawn Matthew Harrison	Vice President of Investor Relations	-
Ms. Lori Ney	Chief Human Resources Officer	-
Mr. Michael J. Running	Regional President of AMER	49
Mr. Scott Theune	Chief Quality Officer	60

审计风险

董事会风险

薪酬风险

股东权利风险

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有：它帮助你在基本面说服你之后，选择何时买入。包含：技术分析、潜力、历史回撤、Gamma 敞口。

Latest News

Recent headlines for PLXS, sourced from Markets Gazette.

4/20/2026POSITIVE
This Plexus Analyst Turns Bullish; Here Are Top 4 Upgrades For Monday
Wall Street analysts have initiated a bullish stance on Plxus Inc., upgrading the stock and raising its price target. This positive analyst sentiment suggests a favorable outlook for the company's future performance, potentially driven by new product developments, market share gains, or improved financial projections. Investors often view such upgrades as indicators of potential stock price appreciation, prompting a closer look at Plxus's fundamentals and competitive positioning.

via Markets Gazette