Company profile

Ticker
PLXS
Exchange
Website
CEO
Todd P. Kelsey
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
IRS number
391344447

PLXS stock data

(
)

Calendar

20 Nov 20
27 Nov 20
3 Oct 21

News

Quarter (USD) Jul 20 Apr 20 Jan 20 Jun 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Oct 20 Sep 19 Sep 18 Sep 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Plexus earnings reports.

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
18 Nov 20 Darroch Ronnie Common Stock, $.01 par value Payment of exercise Dispose F No 74.82 2,910 217.73K 10,115
18 Nov 20 Darroch Ronnie Common Stock, $.01 par value Option exercise Aquire M No 0 6,160 0 13,025
18 Nov 20 Darroch Ronnie Performance Stock Units Common Stock Option exercise Dispose M No 0 6,160 0 2,160
18 Nov 20 Darroch Ronnie Performance Stock Units Common Stock Grant Aquire A No 0 3,080 0 8,320
18 Nov 20 Frisch Steven J. Common Stock, $.01 par value Payment of exercise Dispose F No 74.82 5,236 391.76K 55,872
18 Nov 20 Frisch Steven J. Common Stock, $.01 par value Option exercise Aquire M No 0 11,140 0 61,108
18 Nov 20 Frisch Steven J. Performance Stock Units Common Stock Option exercise Dispose M No 0 11,140 0 3,890
18 Nov 20 Frisch Steven J. Performance Stock Units Common Stock Grant Aquire A No 0 5,570 0 15,030
18 Nov 20 Patrick John Jermain Common Stock, $.01 par value Payment of exercise Dispose F No 74.82 4,024 301.08K 43,214
18 Nov 20 Patrick John Jermain Common Stock, $.01 par value Option exercise Aquire M No 0 8,560 0 47,238
92.5% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 219 194 +12.9%
Opened positions 42 31 +35.5%
Closed positions 17 29 -41.4%
Increased positions 60 59 +1.7%
Reduced positions 80 69 +15.9%
13F shares
Current Prev Q Change
Total value 4.98B 4.15B +20.0%
Total shares 27.06M 27.3M -0.9%
Total puts 19K 3.1K +512.9%
Total calls 55.2K 27.5K +100.7%
Total put/call ratio 0.3 0.1 +205.3%
Largest owners
Shares Value Change
BLK BlackRock 4.18M $295.32M -2.9%
Vanguard 3.01M $212.86M -1.4%
Dimensional Fund Advisors 2.06M $145.72M -5.3%
Disciplined Growth Investors 2.03M $143.29M -2.5%
Earnest Partners 1.31M $92.74M +96.2%
Victory Capital Management 1.03M $72.92M -3.5%
STT State Street 890.43K $62.89M -5.0%
SAMG Silvercrest Asset Management 825.36K $58.3M -1.3%
BNP Paribas Asset Management Holding 684.45K $48.34M -2.5%
Massachusetts Financial Services 672.13K $47.47M -18.3%
Largest transactions
Shares Bought/sold Change
Earnest Partners 1.31M +643.96K +96.2%
BEN Franklin Resources 461.86K -297.1K -39.1%
Fiduciary Management 620.84K +239.84K +63.0%
Public Employees Retirement System Of Ohio 1.95K -181.51K -98.9%
Massachusetts Financial Services 672.13K -150.87K -18.3%
Cooke & Bieler 249.88K -127.35K -33.8%
New York State Common Retirement Fund 374.3K +126.58K +51.1%
BLK BlackRock 4.18M -125.71K -2.9%
Dimensional Fund Advisors 2.06M -115.93K -5.3%
MNGPF Man 99.86K +99.86K NEW

Financial report summary

?
Risks
  • We have a complex business model, and our failure to properly manage or execute on that model could adversely affect our operations, financial results and reputation.
Management Discussion
  • Net sales. Fiscal 2020 net sales increased $226.0 million, or 7.1%, as compared to fiscal 2019.
  • Net sales are analyzed by management by geographic segment, which reflects our reportable segments, and by market sector. Management measures operational performance and allocates resources on a geographic segment basis. Our global business development strategy is based on our targeted market sectors.
  • AMER. Net sales for fiscal 2020 in the AMER segment decreased $101.5 million, or 7.1%, as compared to fiscal 2019. The decrease in net sales was driven by overall net decreased customer end-market demand, primarily in the Healthcare/Life Sciences and Communications sectors. The decrease was also driven by a reduction in net sales of $46.3 million due to manufacturing transfers to our APAC segment and $23.6 million due to disengagements with customers. These decreases were partially offset by a $111.3 million increase in production ramps of new products for existing customers, inclusive of increased demand due to COVID-19, and a $27.8 million increase in production ramps for new customers.
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Avg
New words: abolish, airline, ample, annum, aspire, assist, aware, bad, Bangkok, benchmark, body, bolstering, Boulder, calibrate, candor, child, cleaning, complement, constrained, contact, country, crime, cryptocurrency, curtail, decontamination, differentiate, differentiation, discrimination, Disease, distancing, divert, drawn, drew, duty, dynamic, eleven, emblematic, embrace, Empathetic, empathy, encrypting, encryption, Entrepreneurial, ESG, essential, estate, EU, excessive, exhaustive, extort, extraordinary, feedback, feel, fight, fill, frontline, geography, geopolitical, graduate, guided, harassment, hinder, holistic, home, honest, hotline, humility, hygiene, implicit, inclusion, inclusive, infection, Ingrained, instill, intensify, Interbank, intermittent, investor, irrespective, January, language, learning, left, lessor, Likewise, London, lone, mandated, mentality, mission, motivate, nation, National, nurture, onset, opportunity, Organizational, outbreak, outlined, pandemic, password, pathing, perfect, philosophy, pledge, posed, prepay, Prioritize, progressively, prohibit, prolonged, promotor, proud, proximity, pursuit, ransomware, Ratify, ready, recruit, recruiting, relationship, relief, remotely, residual, resurgence, retention, reward, robust, ROU, safeguard, safest, satisfaction, score, screening, shelter, sincere, Solve, sound, spent, spread, stakeholder, stronger, survey, swing, symptom, Teamwork, temperature, Thailand, thing, threat, top, tracing, transportation, travel, UK, unchanged, underperformance, unfair, unintentional, upholding, urgency, validate, vetting, virtual, visitor, voice, weakening
Removed: advancement, aggressive, air, alleging, Appleton, applying, Appvion, assumption, attached, book, capitalization, classify, computerized, confidence, considerable, consultation, coordinating, deciding, desired, discovered, disposal, emission, enabling, enforcing, executing, expired, failed, force, idea, impaired, implementing, invest, Juarez, land, Law, low, modification, OECD, offsetting, opposed, posture, practice, predominance, presidential, principle, rated, recovery, redundancy, refinancing, relocation, resiliency, reversal, scaling, shell, skill, socially, storage, stream, underway