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PLXS vs TTMI
Which Stock Would AI Choose? Plexus Corp. (PLXS) vs. TTM Technologies (TTMI) Stock Comparison
Key Takeaways
- TTMI has delivered explosive year-to-date gains of approximately 116%, significantly outpacing PLXS's 73% rise, driven by AI data center and defense demand.
- Both stocks operate in electronic manufacturing but TTMI commands a premium valuation with a trailing P/E (price-to-earnings ratio) of 89 versus PLXS's 40.
- PLXS exhibits lower risk with a beta of 0.75 and minimal debt/equity of 13%, contrasting TTMI's higher beta of 1.76 and 58% leverage.
- Recent earnings beats for both: PLXS Q1 revenue up 10% YoY, TTMI Q4 sales up 19% amid sector tailwinds.
- Market caps reflect momentum: TTMI at $15.5B dwarfs PLXS's $6.8B, signaling stronger investor positioning.
Introduction
This stock comparison pits PLXS (Plexus Corp.) against TTMI (TTM Technologies), two key players in the electronic manufacturing services sector. Both companies serve overlapping markets like aerospace/defense and industrial applications, making them relevant for investors tracking electronics supply chain dynamics. Traders focused on relative performance, momentum shifts, and sector exposure will find value here, especially amid recent volatility in technology hardware and AI-driven demand. This analysis highlights price behavior, sentiment, and positioning in the current market environment.
PLXS Overview and Recent Performance
Plexus Corp. (PLXS) specializes in electronic manufacturing services, offering design, supply chain, and production solutions for aerospace/defense, healthcare/life sciences, and industrial sectors. In recent market activity, the stock has surged, with year-to-date gains exceeding 70% and a 100%+ rise over the past year, trading near its 52-week high of $259. Key influences include strong fiscal Q1 2026 results, with revenue up nearly 10% year-over-year to $1.07 billion, fueled by new program wins and industrial segment momentum. Analyst upgrades and a robust $3.6 billion pipeline have bolstered sentiment, though shares trade at a trailing P/E of 39.5 amid upcoming Q2 earnings.
TTMI Overview and Recent Performance
TTM Technologies (TTMI) focuses on printed circuit boards (PCBs), RF components, and mission systems across aerospace/defense (A&D), commercial, and RF&S segments, with exposure to data centers and AI infrastructure. Recent weeks have seen exceptional momentum, with year-to-date returns over 115% and a staggering 640% one-year gain, hitting new 52-week highs around $149. Performance reflects Q4 2025 results exceeding expectations, sales up 19% to $774 million, propelled by defense contracts and AI demand. Elevated valuations (P/E near 89) underscore growth optimism, tempered by higher debt levels.
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Head-to-Head Comparison
Both PLXS and TTMI thrive in electronic components manufacturing, with shared aerospace/defense exposure, but diverge in focus: PLXS emphasizes diversified end-to-end services across healthcare and industrial, while TTMI leads in PCBs and RF for AI/data centers. Growth drivers favor TTMI's AI tailwinds over PLXS's steady program wins. Recent momentum tilts to TTMI with triple-digit YTD gains versus PLXS' solid but milder uptrend. Risk profiles contrast sharply: PLXS offers stability (low beta, debt), suiting conservative investors, while TTMI's volatility suits growth seekers. Sector sentiment boosts both amid tech hardware demand, but TTMI's larger market cap signals stronger positioning.
Tickeron AI Verdict
Tickeron’s AI currently leans toward TTMI, citing superior trend consistency, explosive relative performance, and catalysts in AI data centers and defense that position it favorably amid market uptrends. PLXS remains compelling for stability seekers, but TTMI's momentum suggests higher probability of near-term outperformance based on observable factors.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PLXS is a StrongBuy and TTMI is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
PLXS’s FA Score shows that 2 FA rating(s) are green whileTTMI’s FA Score has 2 green FA rating(s).
- PLXS’s FA Score: 2 green, 3 red.
- TTMI’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
PLXS’s TA Score shows that 4 TA indicator(s) are bullish while TTMI’s TA Score has 4 bullish TA indicator(s).
- PLXS’s TA Score: 4 bullish, 4 bearish.
- TTMI’s TA Score: 4 bullish, 4 bearish.
Price Growth
PLXS (@Electronic Components) experienced а +8.06% price change this week, while TTMI (@Electronic Components) price change was +15.77% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +5.17%. For the same industry, the average monthly price growth was +8.59%, and the average quarterly price growth was +54.39%.
Reported Earning Dates
PLXS is expected to report earnings on Jul 29, 2026.
TTMI is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Electronic Components (+5.17% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| PLXS | TTMI | PLXS / TTMI | |
| Capitalization | 7.89B | 20.2B | 39% |
| EBITDA | 297M | 422M | 70% |
| Gain YTD | 100.694 | 181.232 | 56% |
| P/E Ratio | 43.19 | 105.46 | 41% |
| Revenue | 4.31B | 3.1B | 139% |
| Total Cash | 303M | 410M | 74% |
| Total Debt | 260M | 1.05B | 25% |
PLXS | TTMI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 80 | 80 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 51 Fair valued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 2 | |
SMR RATING 1..100 | 63 | 67 | |
PRICE GROWTH RATING 1..100 | 36 | 34 | |
P/E GROWTH RATING 1..100 | 16 | 9 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
PLXS's Valuation (51) in the Electronic Components industry is in the same range as TTMI (71). This means that PLXS’s stock grew similarly to TTMI’s over the last 12 months.
TTMI's Profit vs Risk Rating (2) in the Electronic Components industry is in the same range as PLXS (9). This means that TTMI’s stock grew similarly to PLXS’s over the last 12 months.
PLXS's SMR Rating (63) in the Electronic Components industry is in the same range as TTMI (67). This means that PLXS’s stock grew similarly to TTMI’s over the last 12 months.
TTMI's Price Growth Rating (34) in the Electronic Components industry is in the same range as PLXS (36). This means that TTMI’s stock grew similarly to PLXS’s over the last 12 months.
TTMI's P/E Growth Rating (9) in the Electronic Components industry is in the same range as PLXS (16). This means that TTMI’s stock grew similarly to PLXS’s over the last 12 months.
| PLXS | TTMI | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 63% | 4 days ago 66% |
| Stochastic ODDS (%) | 4 days ago 58% | 4 days ago 79% |
| Momentum ODDS (%) | 4 days ago 68% | 4 days ago 88% |
| MACD ODDS (%) | 4 days ago 74% | 4 days ago 77% |
| TrendWeek ODDS (%) | 4 days ago 68% | 4 days ago 77% |
| TrendMonth ODDS (%) | 4 days ago 69% | 4 days ago 78% |
| Advances ODDS (%) | 4 days ago 69% | 4 days ago 78% |
| Declines ODDS (%) | 6 days ago 56% | 6 days ago 67% |
| BollingerBands ODDS (%) | 4 days ago 67% | 4 days ago 78% |
| Aroon ODDS (%) | 4 days ago 66% | 4 days ago 79% |
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