Plexus

Q4 FY2026 EarningsQ4 FY26 beat consensus across all key financial metrics: revenue reached $1.427B vs. $1.359B expected, while non-GAAP EPS of $2.84 significantly exceeded the $2.55 consensus. The industrial market sector was the primary growth driver, with revenue increasing 48% YoY, offsetting relative softness in Healthcare. Management provided robust Q1 FY27 revenue guidance of $1.41B to $1.46B, well above the prior consensus of ~$1.36B, while raising long-term non-GAAP operating margin targets to 6.5%-7.0%.