Plexus reports record Q3 revenue of $1.305 billion and guides Q4 revenue higher
Plexus reported record fiscal third-quarter revenue of $1.305 billion, up 28% from a year earlier, and non-GAAP diluted EPS of $2.32 versus $1.90 a year ago. GAAP diluted EPS was $1.58, down from $1.64, after $12.9 million of accelerated stock-based compensation tied to executive retirement agreements. The company guided fourth-quarter revenue to $1.330 billion to $1.380 billion and now expects a usage of free cash flow for fiscal 2026 as it invests in working capital.
Key points
- Q3 revenue of $1.305 billion, up 28% year over year and 12% sequentially, above the $1.200 to $1.250 billion guidance range
- GAAP diluted EPS of $1.58 versus $1.64 a year earlier; non-GAAP diluted EPS of $2.32 versus $1.90
- Fiscal Q4 guidance: revenue of $1.330 to $1.380 billion and GAAP diluted EPS of $2.18 to $2.34
- Expects a usage of free cash flow for fiscal 2026; $21.4 million remains under the $100.0 million share repurchase authorization
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:05 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 29, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.