Plexus Publishes Q4 2026 Earnings Call Transcript

• Plexus raised its fiscal 2027 revenue growth forecast to the mid- to upper teens, citing stronger demand and continued program ramps.
• The October 29, 2026, fourth-quarter earnings call featured CEO Todd P. Kelsey, CFO David Abuhl and COO Oliver K. Mihm.
• Fourth-quarter revenue rose 35% year over year to $1.43 billion; non-GAAP earnings reached $2.84 per share, exceeding guidance.
• Management introduced a 6.5%-7% non-GAAP operating margin goal, up from 6%, supported by revenue leverage and efficiency gains.
• Fiscal first-quarter revenue guidance was $1.41 billion-$1.46 billion, with non-GAAP earnings projected at $2.46-$2.62 per share.

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