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PLXS Plexus Corporation

Information Technology, filed as PLEXUS CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 0.1%
  • $39M
  • 1 add 1 reduce

In 2026 Q2 First Eagle Investment Management added to Plexus, while Mairs & Power trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Mairs & Power). Not free-float ownership.

  1. Mairs & Power Reduce 0.11%
  2. First Eagle Investment Manage... Add 0.05%

Who owns PLXS

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.05%, was 0.03% Add +36.3% 92,077 $28M History
Mairs & Power 0.11% Reduce −14.4% 39,276 $12M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by PLXS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All PLXS insider trades
  • None no insider bought on the open market
  • $18M sold by 9 insiders outside a trading plan
  • $6.3M sold by 3 insiders under 10b5-1 plans
  1. Todd P. Kelsey CEO
    Planned sale
    $359K 1,500 shares at $239.16 2.3% of stake
    Traded Oct 21 Filed Oct 22
    ↗
  2. Todd P. Kelsey CEO
    Planned sale
    $364K 1,500 shares at $242.41 2.3% of stake
    Traded Sep 16 Filed Sep 17
    ↗
  3. Karen Marie Rapp Director
    Planned sale
    $120K 500 shares at $240.87 6.2% of stake
    Traded Aug 31 Filed Sep 1
    ↗
  4. Todd P. Kelsey CEO
    Planned sale
    $376K 1,500 shares at $250.98 2.2% of stake
    Traded Aug 19 Filed Aug 20
    ↗
  5. Michael V Schrock Director
    Planned sale
    $1.1M 4,000 shares at $275.00 9% of stake
    Traded Aug 11 Filed Aug 13
    ↗
  6. Todd P. Kelsey CEO
    Planned sale
    $391K 1,500 shares at $260.88 2.2% of stake
    Traded Jul 15 Filed Jul 16
    ↗
  7. Todd P. Kelsey CEO
    Planned sale
    $442K 1,500 shares at $294.98 2.1% of stake
    Traded Jun 17 Filed Jun 18
    ↗
  8. Michael J. Running Regional President - AMER
    Sale
    $139K 510 shares at $272.17 43% of stake
    Traded Jun 5 Filed Jun 8
    ↗
  9. Todd P. Kelsey CEO
    Sale
    $290K 1,000 shares at $290.00 1.4% of stake
    Traded Jun 3 Filed Jun 4
    ↗
  10. Karen Marie Rapp Director
    Planned sale
    $135K 500 shares at $270.00 5.9% of stake
    Traded Jun 1 Filed Jun 3
    ↗
  11. Todd P. Kelsey CEO
    Sale
    $275K 1,000 shares at $274.75 1.4% of stake
    Traded May 27 Filed May 29
    ↗
  12. Todd P. Kelsey CEO
    Planned sale
    $379K 1,500 shares at $252.77 2% of stake
    Traded May 20 Filed May 22
    ↗
  13. Victor (Pang Hau) Tan Regional President - APAC
    Sale
    $814K 3,000 shares at $271.23 22% of stake
    Traded May 11 Filed May 13
    ↗
  14. Angelo Michael Ninivaggi Jr. EVP, Chief Legal & PAO & Secy
    Sale
    $1.5M 5,568 shares at $264.02 26% of stake
    Traded May 7–8 Filed May 11
    ↗
  15. Todd P. Kelsey CEO
    Sale
    $1.7M 6,403 shares at $267.10 8% of stake
    Traded May 4–6 Filed May 6
    ↗

Also filed in the last 12 months, not counted as buying or selling: 29 option exercises, 17 share withholdings for taxes, 4 gifts, and 1 other transaction.

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,5.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07,9.01 Filing Doc

Source: SEC EDGAR submissions, updated about 20 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.32B $4.08B $4.03B
Gross profit $394.55M $378.53M $406.51M
Gross margin * 9.1% 9.3% 10.1%
Net income $139.09M $111.82M $172.88M
Net margin * 3.2% 2.7% 4.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.67B $2.48B $2.4B
Total non-current assets $648.95M $676.67M $738.32M
Total assets $3.32B $3.15B $3.14B
Total current liabilities $1.81B $1.64B $1.52B
Total non-current liabilities $294.12M $185.7M $163.84M
Total equity $1.21B $1.32B $1.45B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $165.82M $436.5M $249.23M
Cash from investing -$93.3M -$94.95M -$95.61M
Cash from financing -$92.72M -$255.59M -$196.4M
Net change in cash -$18.82M $90.81M -$40.7M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.