PLEXUS CORP: management transactions · United States · SEC (Form 4)

About PLEXUS CORP

Plexus Corp. (NASDAQ: PLXS) is a U.S.-listed electronics manufacturing services and product-engineering company headquartered in Neenah, Wisconsin, United States. Founded in 1979, Plexus has built its franchise around highly complex, regulated end markets and a full-lifecycle service model that spans design and development, supply chain solutions, new product introduction, manufacturing, and sustaining services. The company operates from a global network of facilities across the Americas, Asia-Pacific, and Europe/Middle East/Africa, supporting multinational customers with geographically integrated production and engineering capabilities. ([investor.plexus.com](https://investor.plexus.com/files/doc_financials/2022/ar/Plexus_-_2022_Annual_Report_and_2023_Proxy_Statement_for_Website.pdf)) Strategically, Plexus is best understood as a specialized EMS platform rather than a pure-volume contract manufacturer. Management focuses on three core market sectors: Aerospace/Defense, Healthcare/Life Sciences, and Industrial. Those segments typically require robust quality systems, traceability, compliance discipline, and manufacturing complexity, all of which tend to support stickier customer relationships and higher value-added content. Plexus serves both established branded-product companies and technology-oriented emerging firms, which helps diversify its customer base and create a pipeline of long-duration programs. ([investor.plexus.com](https://investor.plexus.com/files/doc_financials/2022/ar/Plexus_-_2022_Annual_Report_and_2023_Proxy_Statement_for_Website.pdf)) From a competitive perspective, the company differentiates itself through engineering depth, operational reliability, and the ability to take products from concept through scale-up and long-term sustainment. Its geographic footprint and sector specialization are particularly important in regulated industries where supply-chain resilience, program execution, and quality performance are decisive. Plexus’ investor materials emphasize disciplined capital allocation, operational excellence, and long-term return on invested capital as central elements of its strategy. ([investor.plexus.com](https://investor.plexus.com/files/doc_financials/2022/ar/Plexus_-_2022_Annual_Report_and_2023_Proxy_Statement_for_Website.pdf)) Recent developments suggest continued momentum. For fiscal 2025, Plexus reported revenue of $4.033 billion, GAAP operating margin of 5.0%, and diluted GAAP EPS of $6.26. In fiscal Q2 2026, the company posted record quarterly revenue of $1.164 billion, up 19% year over year, and said it won 30 manufacturing programs during the quarter representing $355 million in annualized revenue once fully ramped. Plexus also continued repurchasing shares under its authorized program. Taken together, these updates indicate solid execution and improving demand visibility, which are relevant for investors assessing the durability of earnings in a cyclical industrial technology name. ([investor.plexus.com](https://investor.plexus.com/news/news-details/2025/Plexus-Announces-Fiscal-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results/))