Plexus publishes Q4 2026 earnings call transcript
PLXS•Plexus reported fourth-quarter revenue up 35% year over year to $1.43 billion and non-GAAP earnings of $2.84 per share. It raised its fiscal 2027 revenue growth forecast to the mid- to upper teens and set a 6.5%-7% non-GAAP operating margin goal.
1. Quarterly results
Plexus reported fourth-quarter revenue of $1.43 billion, up 35% year over year, and non-GAAP earnings of $2.84 per share, exceeding guidance.
2. Outlook and margin goal
Management raised its fiscal 2027 revenue growth forecast to the mid- to upper teens, citing stronger demand and continued program ramps. It introduced a 6.5%-7% non-GAAP operating margin goal, up from 6%, citing revenue leverage and efficiency gains. For fiscal first-quarter, Plexus guided to revenue of $1.41 billion-$1.46 billion and non-GAAP earnings of $2.46-$2.62 per share.
