| --- | --- | --- | --- | |-------|-------|------------------------------------|-------| | | | | | | | | | | | | | | | | | | Fiscal fourth quarter 2022 | | | | | financial results October 27, 2022 | | | | | | | PLEXUS CORP. Safe harbor and fair disclosure statement Some of the statements made and information provided during our call as well as information included in the supporting materials will be forward looking statements, including, without limitation, those regarding revenue, gross margin, selling & a ...

Financial Data and Key Metrics Changes - The fiscal fourth-quarter revenue reached $1.12 billion, representing a year-over-year growth of 33% and significantly exceeding guidance [4][6] - Fiscal 2022 revenue totaled $3.81 billion, a 13% increase from fiscal 2021, surpassing the 9% to 12% growth target [7][8] - GAAP EPS for the fourth quarter was $1.78, which included $0.18 of stock-based compensation expense, exceeding guidance [4][28] - The GAAP operating margin for the fourth quarter was 5.5%, achieving the target and reflecting fixed cost leverage [6][27] Business Line Data and Key Metrics Changes - The industrial sector grew revenue by 14% in the fiscal fourth quarter, significantly above expectations [17] - The Healthcare/Life Sciences sector achieved exceptional growth of 17% in the fiscal fourth quarter, exceeding expectations [18] - The Aerospace and Defense sector grew 8% in the fiscal fourth quarter, also above expectations [19] Market Data and Key Metrics Changes - The funnel of qualified manufacturing opportunities maintained a record level of $3.4 billion at the end of the fiscal fourth quarter [24] - The company won $214 million in new manufacturing programs during the fourth quarter, bringing the total for fiscal 2022 to $1 billion [6][20] Company Strategy and Development Direction - The company aims for at least 9% to 12% revenue growth, a 5.5% GAAP operating margin, and a 15% return on invested capital [8] - The focus on operational excellence and investments in manufacturing capabilities are expected to drive future growth [15][30] - The company is exploring opportunities in vehicle electrification and other secular growth markets [6][52] Management's Comments on Operating Environment and Future Outlook - Management noted ongoing supply chain challenges but expressed optimism about strong customer demand and new program ramps [14][25] - The company anticipates robust year-over-year revenue growth despite macroeconomic uncertainties [15][70] - Management highlighted the importance of strategic discussions among customers regarding long-term manufacturing strategies due to supply chain disruptions [85] Other Important Information - The company has made significant progress in environmental, social, and governance (ESG) initiatives, including energy reduction and diversity programs [9][10] - Capital expenditures for the fiscal year were just over $100 million, with plans for continued share repurchase activity [29][30] Q&A Session Summary Question: What percentage of revenue does the semiconductor capital equipment business represent? - The semiconductor business accounts for about 20% of company revenue, with minimal near-term impact anticipated from market fluctuations [37][38] Question: How is unfilled demand breaking down by market verticals? - The company expects growth in Healthcare/Life Sciences and a conservative outlook for the industrial sector, while Aerospace and Defense faces supply chain constraints [40][41] Question: What is the outlook for the industrial segment given recent trends? - The backlog remains strong, and while some softness is noted, no dramatic decline is expected [44][45] Question: Can you elaborate on the electrification program mentioned? - The company is involved in providing solutions for industrial equipment and infrastructure supporting electric vehicles, which is a growing market [52][56] Question: What is the pricing versus volume dynamic? - Inflation is seen in the mid-single digits, with ongoing discussions with customers regarding labor cost increases [82] Question: Has there been any change in sentiment regarding the economy? - There has been no significant change in de-commit rates, and supply chain constraints remain a primary challenge [77][78]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________________________________________________ FORM 10-Q ____________________________________________________________________________________________________________________________________ (Mark One) (State or other jurisdiction of incorporation) (I.R.S. Employer Identification No.) One Plexus Way Neenah, Wisconsin 54957 (Address of ...

Plexus Corp. (NASDAQ:PLXS) Q3 2022 Earnings Conference Call July 27, 2022 8:30 AM ET Company Participants Shawn Harrison – Vice President-Communications and Investor Relations Todd Kelsey – Chief Executive Officer Steve Frisch – President and Chief Strategy Officer Pat Jermain – Executive Vice President and Chief Financial Officer Oliver Mihm – Executive Vice President and Chief Operating Officer Conference Call Participants Anja Soderstrom – Sidoti Steven Fox – Fox Advisors Melissa Fairbanks – Raymond Jame ...

| --- | --- | --- | --- | --- | |-------|-------|------------------------------------------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | Fiscal third quarter 2022 financial results July 28, 2022 | | | | | | | | | PLEXUS CORP. Safe harbor and fair disclosure statement Some of the statements made and information provided during our call as well as information included in the supporting materials will be forward looking statements, including, without limitation, those regarding ...

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 2, 2022 Table of Contents ____________________________________________________________________________________________________________________________________ FORM 10-Q ____________________________________________________________________________________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Mark One) ...

| --- | --- | --- | --- | |-------|-------|--------------------------------------------------------------|-------| | | | | | | | | | | | | | | | | | | Fiscal second quarter 2022 financial results April 28, 2022 | | | | | | | PLEXUS CORP. Safe harbor and fair disclosure statement Some of the statements made and information provided during our call as well as information included in the supporting materials will be forward looking statements, including, without limitation, those regarding revenue, gross margi ...

Plexus Corp (NASDAQ:PLXS) Q2 2022 Earnings Conference Call April 28, 2022 8:30 AM ET Company Participants Todd Kelsey – President and Chief Executive Officer Steven Frisch – Executive Vice President and Chief Operating Officer Patrick Jermain – Executive Vice President and Chief Financial officer Shawn Harrison – Vice President of Communications Conference Call Participants James Ricchiuti – Needham Steven Fox – Fox Advisors Matthew Sheerin – Stifel Melissa Fairbanks – Raymond James Paul Cheng – JPMorgan Op ...

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 January 1, 202 ...

| --- | --- | --- | --- | --- | |-------|-------|---------------------------------------------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | Fiscal first quarter 2022 financial results January 26, 2022 | | | | | | | | | PLEXUS CORP. Safe harbor and fair disclosure statement Some of the statements made and information provided during our call as well as information included in the supporting materials will be forward looking statements, including, without limitation, those rega ...