PLXS PLEXUS CORP

Last updated: Mar 16, 2026

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Execution Consistency

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 3/4 quarters. Q1 2026: $13M, Q3 2025: $19M, Q2 2025: $18M, Q1 2025: $0M

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Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $13M vs trailing avg $12M (+6%)

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What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.

Negative FCF ($-112M), cannot compute buyback ratio

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How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Repurchased 1,819,085 shares = 6.8% of 26,828,000 outstanding (annualized)

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Are officers and directors buying stock with their own money on the open market?

No insider open-market purchases in the last 12 months

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Are insider purchases happening during the same quarters the company is actively buying back stock?

Need both buyback and insider purchase data

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Looking at all open-market transactions, are insiders net buyers or net sellers?

Insiders bought $0M, sold $5M (net selling)

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Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

Company buying back stock while insiders sold 4587918.1x more than bought. 5 C-suite officers among sellers