{"schema_version":"secwatch.filing_event.v1","accession":"0000785786-26-000028","form_type":"8-K","ticker":"PLXS","cik":"0000785786","company_name":"PLEXUS CORP","filed_at":"2026-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.724790+00:00","generated_at":"2026-05-15T02:34:02.005471+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Plexus Q2 revenue $1.164B record beats guidance; EPS $1.82 GAAP; guides Q3 above consensus; CFO transition","bullets":["Q2 revenue $1.164B, above guidance range $1.11-1.15B; GAAP diluted EPS $1.82 vs guidance $1.53-1.68.","Non-GAAP Q2 adjusted EPS $2.05, above guidance $1.80-1.95; non-GAAP operating margin 6.0%.","Q3 guidance: revenue $1.20-1.25B, GAAP EPS $1.25-1.41, non-GAAP EPS $2.02-2.18.","CFO Patrick Jermain retiring July 31, 2026; David Abuhl appointed CFO effective May 11, 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0000785786-26-000028","json":"https://secwatch.observer/filing/0000785786-26-000028.json","markdown":"https://secwatch.observer/filing/0000785786-26-000028.md","text":"https://secwatch.observer/filing/0000785786-26-000028.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/785786/000078578626000028/0000785786-26-000028-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/785786/000078578626000028/plxs-20260428.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:34:02.005471+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"31cbf321d65b15c2799f26f8b1f499be95e99182","claim":"PLEXUS CORP reported fiscal third quarter ending July 4, 2026 results: EPS $2.02 to $2.18. Guidance initiated.","evidence_excerpt":"Initiates fiscal third quarter 2026 revenue guidance of $1.200 billion to $1.250 billion with GAAP diluted EPS of $1.25 to $1.41, including $0.77 of stock-based compensation expense.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785786/000078578626000028/0000785786-26-000028-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal third quarter ending July 4, 2026"},{"label":"EPS","value":"$2.02 to $2.18"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"31cbf321d65b15c2799f26f8b1f499be95e99182","claim":"PLEXUS CORP reported fiscal third quarter ending July 4, 2026 results: EPS $2.02 to $2.18. Guidance initiated.","evidence_excerpt":"Fiscal third quarter non-GAAP EPS guidance of $2.02 to $2.18 excludes stock-based compensation expense.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785786/000078578626000028/0000785786-26-000028-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal third quarter ending July 4, 2026"},{"label":"EPS","value":"$2.02 to $2.18"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"48627e3ef6c6be9179a85a06cc29718684b96915","claim":"PLEXUS CORP reported fiscal second quarter ended April 4, 2026 results: EPS $2.05.","evidence_excerpt":"Plexus Corp. (NASDAQ: PLXS) today announced financial results for our fiscal second quarter ended April 4, 2026, and guidance for our fiscal third quarter ending July 4, 2026. • Reports record fiscal second quarter 2026 revenue of $1.164 billion, GAAP operating margin of 5.3% and GAAP diluted EPS of $1.82.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785786/000078578626000028/0000785786-26-000028-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal second quarter ended April 4, 2026"},{"label":"EPS","value":"$2.05"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"48627e3ef6c6be9179a85a06cc29718684b96915","claim":"PLEXUS CORP reported fiscal second quarter ended April 4, 2026 results: EPS $2.05.","evidence_excerpt":"• Reports fiscal second quarter 2026 non-GAAP operating margin of 6.0% and non-GAAP diluted EPS of $2.05, excluding $0.23 of stock-based compensation expense.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785786/000078578626000028/0000785786-26-000028-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal second quarter ended April 4, 2026"},{"label":"EPS","value":"$2.05"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"c41e6a1b4d","claim":"Patrick J. Jermain departed as Executive Vice President and Chief Financial Officer at PLEXUS CORP.","evidence_excerpt":"On April 27, 2026, Patrick J. Jermain, the Executive Vice President and Chief Financial Officer of Plexus Corp. (\"Plexus\" or the \"Company\"), informed the Company of his intent to retire from his employment with the Company at midnight on July 31, 2026 (the \"Retirement Date\").","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785786/000078578626000028/0000785786-26-000028-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retire"},{"label":"Role","value":"Executive Vice President and Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"d1034ac930","claim":"David Abuhl was appointed as Senior Vice President, Chief Financial Officer and principal financial and accounting officer at PLEXUS CORP.","evidence_excerpt":"On May 11, 2026, in accordance with the Company’s succession plan, David Abuhl will assume the role of Senior Vice President, Chief Financial Officer and principal financial and accounting officer.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785786/000078578626000028/0000785786-26-000028-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Senior Vice President, Chief Financial Officer and principal financial and accounting officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}