-- Todd P. Kelsey, Director, President & CEO, on May 04, 2026, sold 6,403 shares in Plexus (PLXS) for $1,710,239. Following the Form 4 filing with the SEC, Kelsey has control over a total of 73,888 common shares of the company, with 73,888 shares held directly.
SEC Filing:
https://www.sec.gov/Archives/edgar/data/785786/000141128226000010/xslF345X05/wk-form4_1778101392.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CGNX delivered solid Q1 2026 results with revenue of $268M (+24% Y/Y), beating consensus by $22M, while adjusted EPS of $0.34 (+113% Y/Y) exceeded expectations by $0.09. Margin expansion continued with adjusted EBITDA margin reaching 26.9% (+1,010 bps Y/Y) and operating margin surging to 22.3% (+1,020 bps), demonstrating exceptional operational leverage. We believe this validates the diversification strategy and suggests industrial automation recovery is gaining momentum. Strong cash generation produced $42.3M in free cash flow (+11% Y/Y), while the company returned $113M to shareholders and maintains $622M in cash with zero debt. Q2 guidance indicates continued momentum with revenue expected at $280M-$300M and adjusted EPS of $0.40-$0.44 (+68% Y/Y at midpoint), above consensus of $0.30. We see the combination of technology leadership, operational excellence, and end-market diversification positioning CGNX well for sustained outperformance through the automation cycle.