Plexus(US:PLXS)2021-04-22 16:04Financial Performance - Q2F21 - Revenue for Q2F21 reached $881 million, falling within the guidance range of $860 to $900 million[5] - GAAP diluted EPS was $1.42, exceeding the guidance range of $1.17 to $1.32[5] - GAAP operating margin was 5.8%, surpassing the guidance range of 5.0% to 5.5%[5, 42] - Free cash flow was $75 million, derived from $82 million in cash from operations less $7 million in capital expenditures[44] - Return on invested capital was 17.3%, which is 920 basis points above the fiscal 2021 WACC of 8.1%[44] Business Development & Wins - Quarterly manufacturing wins totaled $284 million[9] - Trailing four quarter wins exceeded $1 billion, setting a new record[9] - The company secured 6 new logos, including a notable AMS win[9] Sector Performance - Q2F21 - Industrial sector revenue was $407 million, representing 46% of total revenue, an 8% increase compared to Q1F21[15] - Healthcare and Life Sciences sector revenue was $350 million, accounting for 40% of total revenue, a 10% increase compared to Q1F21[15] - Aerospace and Defense sector revenue was $124 million, making up 14% of total revenue, a 7% decrease compared to Q1F21[15] Q3F21 Guidance - Revenue is projected to be between $875 million and $915 million[10] - GAAP diluted EPS is expected to be in the range of $1.23 to $1.38[10]