• Plexus Q2 2026 earnings call drew CEO Todd P. Kelsey, COO Oliver K. Mihm, CFO Patrick John Jermain, incoming CFO David Abuhl, IR head Shawn Matthew Harrison; analysts included Melissa Ann Dailey Fairbanks, Ruben Roy, David Neil Williams, Steven Bryant Fox, Anja Marie Theresa Soderstrom.
• Revenue $1.164 billion beat guidance, up 19% year over year; non-GAAP EPS $2.05 topped outlook; non-GAAP operating margin 6% on 10.2% gross margin.
• Outlook lifted as management forecast mid-teens or greater revenue growth for fiscal 2026, targeting 6% or higher non-GAAP operating margin; Q3 guidance set at revenue $1.2 billion-$1.25 billion, non-GAAP EPS $2.02-$2.18.
• Record new manufacturing program wins of $355 million annualized when fully ramped; qualified manufacturing funnel rose 11% sequentially to $4 billion, with aerospace and defense, industrial funnels up more than 45% year over year.
• Free cash flow came in at $16 million in quarter; fiscal 2026 free cash flow outlook set at $50 million-$75 million with capex $100 million-$120 million, while management flagged tighter supply for some semiconductors, passives, memory, raw PCB fabs.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Plexus Corporation published the original content used to generate this news brief on May 04, 2026, and is solely responsible for the information contained therein.