The EPS miss breaks a strong beat streak and the Jun 2026 consensus of $1.27 implies a sharp sequential decline. Monitor the July 29 Q3 2026 earnings call for guidance and any commentary on demand trends. The stock's historical resilience (83% win rate at T+20) suggests the miss may be partially discounted, but the magnitude of the implied Q3 drop warrants caution.
Price Chart
Executive Summary
Plexus reported Q2 2026 EPS of $2.05, a 4.1% miss versus the $2.14 consensus, with revenue of $1.23B. The miss breaks a streak of four consecutive beats and may pressure the stock, though the company's strong historical win rate (83% at T+20) suggests the market may look through a single miss.
Key Financial Metrics
Key Facts
- EPS of $2.05 missed consensus of $2.14 by 4.1%
- Revenue of $1.23B in line with consensus
- First earnings miss after four consecutive beats
- Next quarter (Jun 2026) Street consensus is $1.27, well below the just-reported $2.05
Financial Impact
EPS miss of $0.09 vs consensus; revenue in line at $1.23B
Risk Factors
- EPS miss may trigger profit-taking after a strong run
- Implied Q3 consensus of $1.27 suggests significant sequential earnings decline
- Insider selling of $442K in the past 30 days adds a cautionary signal
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3328122 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 5w ago | 8-K | $240.94 $263.90 | ▲ +9.53% | ▲ +8.55% | $274.51 (+13.93%) |
Jul 29, 2026 9w ago | Press Release | $241.99 $245.43 | ▲ +1.42% | ▼ −2.54% | $274.51 (+13.44%) |
Jul 15, 2026 11w ago | Press Release | $248.80 $264.04 | ▼ −6.13% | ▼ −2.51% | $274.51 (−10.33%) |
Jun 18, 2026 15w ago | Institutional Cluster | $299.97 $248.80 | ▼ −17.06% | ▼ −17.59% | $274.51 (−8.49%) |
Jun 8, 2026 16w ago | Insider Cluster | $281.48 $255.94 | ▼ −9.07% | ▼ −10.52% | $274.51 (−2.48%) |
Jun 1, 2026 17w ago | Press Release | $271.40 $300.67 | ▲ +10.78% | ▲ +12.08% | $274.51 (+1.14%) |
May 6, 2026 21w ago | Insider Cluster | $265.04 $287.55 | ▲ +8.49% | ▲ +5.71% | $274.51 (+3.57%) |
Apr 29, 2026 22w ago | 8-K | $250.58 $267.89 | ▲ +6.91% | ▲ +1.94% | $274.51 (+9.55%) |
Apr 15, 2026 24w ago | Press Release | $222.88 $261.91 | ▲ +17.51% | ▲ +11.70% | $274.51 (+23.16%) |
Feb 25, 2026 31w ago | Insider Cluster | $204.09 $217.26 | ▲ +6.45% | ▲ +11.69% | $274.51 (+34.50%) |
US Market Status
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