Plexus Corp

Plexus Corp

Plexus Corporation (PLXS) is an electronics manufacturing services (EMS) provider that offers design, engineering, manufacturing and aftermarket services for medical, industrial, communications and defence customers. With a global manufacturing footprint and integrated supply-chain capabilities, Plexus helps customers bring complex products from prototype to volume production. For investors, important considerations include order backlog, gross margins, and mix-shift toward higher-value engineering and aftermarket services — factors that can influence profitability. The business is sensitive to broader electronics demand and supply-chain disruptions; competition from other contract manufacturers and the capital intensity of production are ongoing considerations. Market capitalisation is around $4.06bn. This summary is for general educational purposes only and not personal advice. Investing involves risks; values can fall as well as rise and past performance is not a reliable indicator of future results. Consider your own situation or consult a financial professional before making investment decisions.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Plexus Corp's stock, anticipating significant growth in value.

Average

Financial Health

Plexus Corp shows steady revenue and cash flow, but low profitability may be a concern.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring PLXS

Tech Tariffs: Could Supply Chain Shifts Create Value?

Tech Tariffs: Could Supply Chain Shifts Create Value?

A massive tech sell-off, triggered by new U.S. tariffs on Chinese goods, has rattled the market. This theme focuses on companies poised to benefit from the resulting supply chain shifts and the increasing need for geopolitical diversification.

Published: October 14, 2025

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Supply Chain Reshoring Investment Theme Explained

Supply Chain Reshoring Investment Theme Explained

In response to Chinese export controls, the US announced a 100% tariff on all Chinese imports, escalating the trade war. This creates a potential investment opportunity in American companies poised to benefit from the reshoring of manufacturing and supply chains.

Published: October 11, 2025

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Powering The iPhone: Apple's Supply Chain

Powering The iPhone: Apple's Supply Chain

Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.

Published: August 3, 2025

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Powering The iPhone: Apple's Supply Chain Partners

Powering The iPhone: Apple's Supply Chain Partners

Apple's recent record-breaking revenue highlights the success of its strategic supply chain diversification. This creates a compelling investment opportunity in the key component and manufacturing partners that are essential to Apple's production ecosystem.

Published: August 1, 2025

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Friend-Shoring Fund

Friend-Shoring Fund

Capitalize on a major economic shift as companies move supply chains to friendly, stable countries. These carefully selected stocks represent the industrial, tech, and logistics leaders building tomorrow's resilient trade networks, chosen by our expert analysts for growth potential.

Published: June 17, 2025

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Fortified Supply Chain

Fortified Supply Chain

These carefully selected companies build resilience by keeping their operations close to home. Professional analysts have identified these businesses for their secure supply lines, which create a competitive advantage and protect against global disruptions.

Published: June 17, 2025

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Why You’ll Want to Watch This Stock

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Order Book Momentum

Backlog and new orders signal near-term revenue momentum; remember demand can be cyclical and subject to volatility.

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Global Footprint

Multiple manufacturing sites diversify customer exposure and supply chains, though geopolitical or logistical disruptions remain a risk.

Tech & Services Shift

A move toward higher-value engineering and aftermarket services can help margins over time, but execution and competition matter.

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