Plexus posts transcript of Q3 2026 earnings call
Reuters2026/08/03 14:02- Plexus fiscal Q3 2026 earnings call drew CEO Todd P. Kelsey, CFO David Abuhl, IR VP Shawn Matthew Harrison; COO Oliver Mihm missed it due to illness.
- Q3 revenue USD 1.31 billion beat guidance, up 12% sequential, up 28% y/y; non-GAAP operating margin 6.3%; non-GAAP EPS USD 2.32.
- Q4 outlook: revenue USD 1.33-1.38 billion; non-GAAP operating margin 6.1%-6.5%; non-GAAP EPS USD 2.47-2.63; gross margin 10%-10.3%.
- Management projected fiscal 2026 revenue growth above 20% with non-GAAP operating margin above 6%; sees fiscal 2027 growth exceeding 9%-12% target.
- Record qualified manufacturing funnel USD 4.5 billion; 31 program wins worth USD 255 million annualized; data-center power and energy-storage funnel near USD 0.5 billion.
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