Every material Form 8-K Plexus filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Plexus reported fiscal fourth-quarter 2026 revenue of $1.427 billion and GAAP diluted EPS of $2.51, up from $1.058 billion and $1.87 a year earlier. For fiscal 2026, revenue was $4.965 billion and GAAP diluted EPS was $7.41, compared with $4.033 billion and $6.26 in fiscal 2025. Guidance for fiscal first quarter 2027 calls for revenue of $1.410 billion to $1.460 billion and GAAP diluted EPS of $2.16 to $2.32.
Q4 fiscal 2026 revenue of $1.427 billion vs. $1.058 billion in Q4 fiscal 2025; GAAP diluted EPS $2.51 vs. $1.87
Fiscal 2026 revenue of $4.965 billion vs. $4.033 billion; GAAP diluted EPS $7.41 vs. $6.26
Q1 fiscal 2027 guidance: revenue $1.410 billion to $1.460 billion; GAAP diluted EPS $2.16 to $2.32
Board approved a $100 million 2027 share repurchase program in August 2026, available to begin fiscal 2027
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.
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
Plexus Corp. entered a Second Amended and Restated Credit Agreement on June 5, 2026, replacing its 2022 credit agreement in its entirety with JPMorgan Chase Bank, N.A. as administrative agent. The revolving facility has a $500 million maximum commitment, which the company can increase by $250 million to $750 million, and matures June 5, 2031. The filing describes the new facility as a routine refinancing of the existing credit line, with no new borrowing amount stated.
Revolving credit facility: maximum commitment of $500 million, expandable by $250 million to $750 million at the company's election, subject to conditions
Maturity date: June 5, 2031, replacing the Amended and Restated Credit Agreement dated June 9, 2022
Financial covenants: interest coverage ratio of at least 3.00 to 1.00 and leverage ratio no greater than 3.50 to 1.00, with a temporary increase to 4.25 to 1.00 permitted for certain material acquisitions
Plexus reported fiscal second-quarter 2026 revenue of $1.164 billion, up 19% from a year earlier, with GAAP diluted EPS of $1.82 versus $1.41, both above its own guidance ranges. The company also guided fiscal third-quarter revenue to $1.200 billion to $1.250 billion, and said CFO Patrick Jermain will retire after July 31, 2026, with David Abuhl taking over as CFO on May 11, 2026.
Q2 fiscal 2026 revenue was $1,163.8 million, up from $980.2 million a year earlier; GAAP diluted EPS was $1.82 versus $1.41 and above the $1.53 to $1.68 guidance range
Fiscal Q3 2026 guidance: revenue of $1.200 billion to $1.250 billion and GAAP diluted EPS of $1.25 to $1.41
David Abuhl, formerly CFO of Enterprise Supply Chain at Kimberly-Clark, becomes SVP and CFO on May 11, 2026
Patrick Jermain's pay ends at retirement on July 31, 2026; his unvested RSUs and PSUs continue to vest under the retirement agreement
Plexus reported fiscal first quarter 2026 revenue of $1.070 billion, up 10% from a year earlier, with GAAP diluted EPS of $1.51 versus $1.34 a year earlier. The company guided fiscal second quarter revenue to $1.110 billion to $1.150 billion and GAAP diluted EPS to $1.53 to $1.68, and said it now sees potential to meet or exceed the high end of its 9% to 12% revenue growth goal. Free cash flow was negative $50.6 million in the quarter, though the company reconfirmed its fiscal 2026 free cash flow expectation of approximately $100 million.
Q1 fiscal 2026 revenue was $1.070 billion, up 10% year over year and 1% sequentially; GAAP diluted EPS was $1.51 and non-GAAP diluted EPS was $1.78.
Q2 fiscal 2026 guidance: revenue of $1.110 billion to $1.150 billion, GAAP diluted EPS of $1.53 to $1.68, and non-GAAP EPS of $1.80 to $1.95.
Won 22 manufacturing programs representing $283 million in annualized revenue when fully ramped.
Free cash flow was negative $50.6 million for the quarter; the company bought back $22.4 million of shares and has $62.6 million left under its $100.0 million authorization.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Plexus filing is on SEC EDGAR ↗. 8-K briefs of other companies →