Slide 1: Fiscal Third Quarter 2026 Highlights
PLEXUS CONFIDENTIAL FISCAL THIRD QUARTER 2026 HIGHLIGHTS July 29, 2026 1
Slide 2: Safe Harbor and Fair Disclosure Statement
PLEXUS CONFIDENTIAL 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, sel
Slide 3: Fiscal Third Quarter Themes
PLEXUS CONFIDENTIAL FISCAL THIRD QUARTER THEMES F26 Y/Y revenue F26 operating margin Sustained robust growth forecast of of >6% with an working capital 20%+. F27 revenue expectation for efficiency with growth expected to continued operating significant revenue exceed 9-12% goal. margin expansion in
Slide 4: Financial Results
PLEXUS CONFIDENTIAL FINANCIAL RESULTS ● Record revenue exceeded guidance ● 12% sequential and 28% year-over-year revenue growth ● 6.3% non-GAAP operating margin ● Non-GAAP EPS of $2.32 exceeded guidance 4 *Excludes stock-based compensation expense
Slide 5: Wins and Funnel Highlights
PLEXUS CONFIDENTIAL * WINS AND FUNNEL HIGHLIGHTS ● Strong Q3F26 wins of $255 million, with continued robust win activity in Aerospace/Defense ● Record funnel of qualified manufacturing opportunities 5 *Inclusive of sustaining services
Slide 6: Sustainability | Q3F26 Highlights
PLEXUS CONFIDENTIAL SUSTAINABILITY | Q3F26 HIGHLIGHTS ● ASM Supplier Performance Award for Overall Supplier Excellence and ASM PRISM Sustainability Award for Circularity ● Gold Award for Renewable Energy at the Positive Impact Awards in Malaysia for Plexus’ commitment to renewable energy ● Annual Su
Slide 7: Financial Guidance
PLEXUS CONFIDENTIAL FINANCIAL GUIDANCE ● Q4F26 revenue of $1.330 billion to $1.380 billion ● Q4F26 non-GAAP EPS of $2.47 to $2.63 ● F26 revenue growth of 20%+ ● F26 non-GAAP operating margin of 6%+ ● Disciplined working capital efficiency 7 *Excludes stock-based compensation expense **Represents mid
Slide 8: Market Sector Performance - Aerospace/Defense
PLEXUS CONFIDENTIAL MARKET SECTOR PERFORMANCE - AEROSPACE/DEFENSE Q3F26 vs. Q2F26 + 10% Q4F26 Expectations Approximately flat ● Q3F26 beat guidance on broad demand strength ● Wins highlights: and strong Plexus operational performance ○ European and U.S. defense and security ● F26 revenue growth of 2
Slide 9: Market Sector Performance - Healthcare/Life Sciences
PLEXUS CONFIDENTIAL MARKET SECTOR PERFORMANCE - HEALTHCARE/LIFE SCIENCES Q3F26 vs. Q2F26 + 2% Q4F26 Expectations Approximately flat ● Q3F26 beat guidance ● Wins highlights: ● Program ramps continue for Q4F26 ○ Robotic surgical instruments in support of an ● High teens F26 revenue growth existing cus
Slide 10: Market Sector Performance - Industrial
PLEXUS CONFIDENTIAL MARKET SECTOR PERFORMANCE - INDUSTRIAL Q3F26 vs. Q2F26 + 23% Q4F26 Expectations Up high single to low double digits ● Q3F26 beat guidance ● Wins highlights: ● Robust Q4F26 outlook on continued semicap and ○ New customer supporting battery energy industrial demand expansion and pr
Slide 11: Qualified Manufacturing Funnel Trends
PLEXUS CONFIDENTIAL * QUALIFIED MANUFACTURING FUNNEL TRENDS Record Funnel 11 *Inclusive of sustaining services
Slide 12: Income Statement
PLEXUS CONFIDENTIAL INCOME STATEMENT Q3F25 Q2F26 Q3F26 Actual Q3F26 Guidance Revenue $1.018 billion $1.164 billion $1.305 billion $1.200 billion to $1.250 billion Gross margin 10.1% 10.2% 10.1% 9.9% to 10.2% Selling & administrative expense * $49.7 million $57.3 million $70.1 million $69.0 to $70.0
Slide 13: Cash Flow and Balance Sheet
PLEXUS CONFIDENTIAL CASH FLOW AND BALANCE SHEET Q3F25 Q2F26 Q3F26 Free cash flow $13.2 million $16.0 million ($0.7) million Share repurchases $18.4 million $20.6 million $20.6 million Cash balance $238 million $303 million $315 million Total debt $143 million $234 million $275 million Return on inve
Slide 14: Working Capital Trends
PLEXUS CONFIDENTIAL WORKING CAPITAL TRENDS Q3F25 Q4F25 Q1F26 Q2F26 Q3F26 Days in Accounts Receivable 59 57 58 55 56 Days in Contract Assets 13 13 13 12 13 Days in Inventory 128 118 124 120 116 Days in Accounts Payable 72 70 71 74 76 Days in Advanced Payments 59 55 55 49 47 14 Net Cash Cycle Days 69
Slide 15: Fiscal Fourth Quarter 2026 Guidance
PLEXUS CONFIDENTIAL FISCAL FOURTH QUARTER 2026 GUIDANCE Q4F25 Q3F26 Q4F26 Guidance Revenue $1.058 billion $1.305 billion $1.330 billion to $1.380 billion GAAP diluted EPS * $1.87 $1.58 $2.18 to $2.34 Non-GAAP diluted EPS $2.14 $2.32 $2.47 to $2.63 Gross margin 9.9% 10.1% 10.0% to 10.3% Selling & adm
Slide 16: Q&A Thank you.
PLEXUS CONFIDENTIAL Q&A Thank you. 16