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Plexus PLXS Impact to revenue from performance obligations satisfied (or partially satisfied) in previous periods

Impact to revenue from performance obligations satisfied (or partially satisfied) in previous periods at other companies

Plexus logo
PlexusPLXS
$959.77M+13.7%
Willis Towers Watson logo
Willis Towers WatsonWTW
$0
EMCOR Group logo
EMCOR GroupEME
$16.73M+436%
AeroVironment logo
AeroVironmentAVAV
$1.5M+11.0%
L3Harris Technologies logo
L3Harris TechnologiesLHX
$40.7B+22.6%
AeroVironment logo
AeroVironmentAVAV
57%+14.0pp

Other financials

Income statement

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Revenue$1.2M+18.7%
Gross profit-$1.0B-18.4%
Operating income$61.8M+26.7%
Net income$49.8M+27.5%
EPS (diluted)$1.82+29.1%

Balance sheet

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Cash & equivalents$303.1M-2.4%
Total debt$77.5M-8.4%
Total equity$1.5B+10.2%
Total assets$3.4B+8.9%

Cash flow

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Operating cash flow$28.5M-22.4%
CapEx$12.5M-38.3%
Free cash flow-$50.6M-287%

Valuation

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Market cap$8.03B+98.0%
Enterprise value$7.8B+105%
P/E42.8×+14.4×
P/S+1.0×

Profitability

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Gross margin3.9%-6.1pp
Operating margin5.5%+0.8pp
Net margin4.6%+1.0pp
FCF margin1.9%-8.2pp

Returns & leverage

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Return on equity13.2%+2.3pp
Debt / equity0.1×0.0×
Current ratio1.5×0.0×

Where this comes from

Reported directly by Plexus in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerPerformanceObligationSatisfiedInPreviousPeriod.

The official record: Plexus’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Plexus's impact to revenue from performance obligations satisfied (or partially satisfied) in previous periods?
Plexus (PLXS) reported impact to revenue from performance obligations satisfied (or partially satisfied) in previous periods of $959.77M in Q1 2026.
How has Plexus's impact to revenue from performance obligations satisfied (or partially satisfied) in previous periods changed year-over-year?
Plexus's impact to revenue from performance obligations satisfied (or partially satisfied) in previous periods increased by 13.7% year-over-year, from $844.38M to $959.77M.
What is the long-term trend for Plexus's impact to revenue from performance obligations satisfied (or partially satisfied) in previous periods?
Over 4 years (2021 to 2025), Plexus's impact to revenue from performance obligations satisfied (or partially satisfied) in previous periods has grown at a 2.8% compound annual growth rate (CAGR), from $3.05B to $3.41B.
What does impact to revenue from performance obligations satisfied (or partially satisfied) in previous periods mean?
This metric reflects the revenue recognized in the current period that relates to performance obligations satisfied or partially satisfied in previous reporting periods. It captures adjustments or catch-up revenue recognition resulting from changes in transaction price estimates or contract modifications. This provides insight into the timing of revenue recognition relative to the actual delivery of goods or services.