Consensus estimates for the quarter ending September 30, 2026, place Plexus Corp’s revenue at $1.36 billion and EPS at $2.55, while the stock currently trades around $220.15 compared to an average analyst target of $277.00.
Investors are primarily focused on the growth of the company’s manufacturing opportunity funnel, which reached a record $4.5 billion in the prior quarter.
This growth is driven by surging demand in the aerospace and defense sectors and expansion in semiconductor capital equipment. Management recently upgraded its fiscal 2026 revenue growth outlook to over 20% while increasing global production capacity to sustain this anticipated 28% year-over-year revenue increase.