1,071 1,022 1,024 983 967 600 700 800 900 1,000 1,100 1,200 Q2 F23 Q3 F23 Q4 F23 Q1 F24 Q2 F24 Revenue ($ millions) • Non-GAAP operating margin, including 73 bps of stock-based compensation, met expectations 350 150 Funnel ($ millions) • Winning new outsourcing opportunities and gaining market share Q2F24 Highlights • Partnering with Purdue University to strengthen our sustainable product development solutions 7 5.4% 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% 7.0% • Restructuring charges of approximately $6.5 milli ...

Melissa Fairbanks Todd Kelsey Yes. I think, I'll pass it over to Oliver to give you a little color on that, Melissa. Yes, Melissa. Good morning. As we consider our Q2 performance, I would say that's less subsector based and more customer specific. So we had a few customers that specifically increased their demand through the quarter. And then we had a couple of program ramps, both with new customers and existing customers that were essentially ahead, so moved a little bit faster than expected and those are ...

Table of Contents (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number 001-14423 ____________________________________________________________________________________________________________________________________ PLEXUS CORP. (Exact name of registra ...

Plexus Corp. (NASDAQ:PLXS) Q1 2024 Results Conference Call January 25, 2024 8:30 AM ET Shawn Harrison - Vice President, Communications & Investor Relations Todd Kelsey - Chief Executive Officer Steve Frisch - President & Chief Strategy Officer Pat Jermain - Executive Vice President & Chief Financial Officer Oliver Mihm - Executive Vice President & Chief Operating Officer David Williams - The Benchmark Company Melissa Fairbanks - Raymond James Matt Sheerin - Stifel Nicolaus Anja Soderstrom - Sidoti & Company ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________________________________________________ FORM 10-K ____________________________________________________________________________________________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2023 OR ...

Todd Kelsey Yes. So, David, weÂ're seeing a couple of different factors in semi-cap. One is weÂ're seeing what I would call a modest improvement in end markets. And I would say itÂ's the first time in probably five or six quarters that we saw forecast come up just a bit. WeÂ're also taking advantage of share gains within that market space. So again, if you look back to 2023 – to fiscal 2023, we were down in the low-double-digits on a market that was down 20% to 25% so far outperformed the market. And as we ...

| --- | --- | --- | --- | |-------|-------|---------------------------------------------------------|-------| | | | | | | | | | | | | | | | | | | | | | | | Fiscal fourth quarter 2023 highlights October 25, 2023 | | | | | | | Safe harbor and fair disclosure statement 2 PLEXUS CORP. Revenue ($ millions) ROIC 4,500 4 16% 12% Revenue ROIC Consistently strong performance! PLEXUS CORP. 1,124 1,094 1,071 1,022 1,024 600 700 800 900 1,000 1,100 1,200 Q4 F22 Q1 F23 Q2 F23 Q3 F23 Q4 F23 $1.78 $1.49 $1.45 $1.32 $1.44 ...

Fiscal 2023 fourth quarter guidance | --- | --- | --- | --- | |-------|----------------------------------------------------|------------------|--------------------------------| | | | | | | | REVENUE GUIDE • Robust commercial aerospace demand | | Q4F23 Guidance | | | • Ongoing new program ramps | Revenue | $1.00 billion to $1.04 billion | | | • Incremental weakness in semicap | | | | | • Modest softening of some industrial markets | GAAP Diluted EPS | $1.18 to $1.36* | • Ongoing supply chain challenges EPS G ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________________________________________________ FORM 10-Q ____________________________________________________________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 1, 2023 O ...

Okay. Great. And then maybe just on the incremental weakness that you talked about in the semicap equipment. I think you previously mentioned some of your customers were requesting more inventory held maybe for some upside demand that comes in. Are you seeing a change in that strategy? Or just maybe any color around the semicap equipment, the weakness that you're seeing? Yes. As we talked about throughout the year here, we've definitely seen it come down. I mean, Todd's comment, we see some signs of it bein ...