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PLXS vs VICR
Which Stock Would AI Choose? Plexus Corp (PLXS) vs. Vicor Corp (VICR) Stock Comparison
Key Takeaways
- PLXS reported record Q2 fiscal 2026 revenue of $1.164 billion, up 19% year-over-year, with non-GAAP EPS of $2.05 beating estimates.
- VICR delivered Q1 2026 revenue of $113 million, up 20% year-over-year, with EPS of $0.44 topping forecasts and backlog surging 75% to $301 million.
- Both stocks exhibit strong recent momentum: PLXS up over 55% YTD with 28% monthly gains; VICR up 143% YTD amid AI and high-performance computing demand.
- PLXS focuses on diversified electronics manufacturing services across healthcare, industrial, and aerospace; VICR specializes in modular power systems for high-growth sectors like HPC (high-performance computing).
- Recent market activity shows VICR with higher volatility but superior long-term returns, while PLXS offers relative stability.
- Tickeron's AI tools highlight sector trends favoring power and manufacturing plays in current conditions.
Introduction
This stock comparison examines PLXS and VICR, two leaders in the electronics and power components sectors. Both companies serve demanding markets like aerospace, defense, industrial automation, and healthcare, where precision engineering drives growth. Traders seeking momentum in recent market uptrends and investors eyeing relative performance in electronics manufacturing services (EMS) and modular power systems will find value here. With strong quarterly results and expanding backlogs amid broader sector recovery, this analysis highlights key contrasts in business models, recent momentum, and market positioning to inform stock comparison decisions.
PLXS Overview and Recent Performance
Plexus Corp (PLXS) is a global provider of electronic manufacturing services, specializing in design, supply chain management, and production for complex products in healthcare/life sciences, industrial, and aerospace/defense sectors. Headquartered in Neenah, Wisconsin, the company operates across Americas, Asia-Pacific, and EMEA regions with over 20,000 employees.
In recent weeks, PLXS shares have gained over 27% in the past month, reflecting robust Q2 fiscal 2026 results announced late April. Revenue hit a record $1.164 billion, up 19% year-over-year, driven by program ramps, market share gains, and demand across all sectors. Non-GAAP EPS reached $2.05, surpassing estimates by 9.43%, with 30 new manufacturing programs won adding $355 million in potential annualized revenue. Management raised fiscal 2026 growth outlook to mid-teens, fueled by aerospace/defense and industrial strength. Sentiment has shifted positively on operational execution and diversification, though shares dipped slightly post-earnings amid profit-taking.
VICR Overview and Recent Performance
Vicor Corp (VICR) designs, manufactures, and markets modular power components and systems for high-performance applications in aerospace/defense, industrial, and high-performance computing sectors. Based in Andover, Massachusetts, it focuses on advanced DC-DC converters and power solutions for mission-critical devices.
Recent market activity has propelled VICR shares up 66% in the past month and 143% YTD, underscoring explosive demand. Q1 2026 revenue climbed 20% year-over-year to $113 million, beating estimates, with GAAP EPS of $0.44 exceeding forecasts by 10%. Backlog ballooned 75% to $301 million, signaling strength in high-performance compute (HPC), AI infrastructure, and defense. Gross margins expanded 800 basis points to 55.2%, supported by advanced product mix. Guidance points to Q2 revenue near $126 million and full-year nearly $570 million. Positive sentiment stems from capacity expansions and bookings, though volatility persists in this high-growth niche.
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Head-to-Head Comparison
PLXS and VICR operate in complementary electronics niches but diverge in scale and focus. PLXS' EMS model emphasizes end-to-end manufacturing for diversified sectors, yielding steady revenue from program wins and supply chain resilience, with lower beta (0.75) for reduced volatility. Growth drivers include healthcare (15%+ sector rise) and aerospace ramps.
In contrast, VICR targets specialized power solutions for HPC and AI, boasting higher margins (55%+) but elevated risk from sector concentration and beta near 1.9. Recent momentum favors VICR (543% 1-year return vs. PLXS' 102%), driven by backlog surges, though trade-offs include greater drawdowns. Market sentiment leans bullish on both amid electronics recovery, but PLXS offers broader exposure while VICR rides high-growth catalysts.
Tickeron AI Verdict
Tickeron’s AI currently favors VICR due to superior trend consistency in high-performance computing, explosive backlog growth (75%+), and positioning in AI-driven power demand. While PLXS shows stability and beats on diversified revenue, VICR's catalysts suggest higher probabilistic upside in prevailing market conditions, tempered by volatility.
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 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 Hold and VICR is a Hold.
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 whileVICR’s FA Score has 0 green FA rating(s).
- PLXS’s FA Score: 2 green, 3 red.
- VICR’s FA Score: 0 green, 5 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 2 TA indicator(s) are bullish while VICR’s TA Score has 4 bullish TA indicator(s).
- PLXS’s TA Score: 2 bullish, 5 bearish.
- VICR’s TA Score: 4 bullish, 5 bearish.
Price Growth
PLXS (@Electronic Components) experienced а -3.05% price change this week, while VICR (@Electronic Components) price change was +6.71% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +2.49%. For the same industry, the average monthly price growth was +10.72%, and the average quarterly price growth was +38.03%.
Reported Earning Dates
PLXS is expected to report earnings on Jul 29, 2026.
VICR is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Electronic Components (+2.49% 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 | VICR | PLXS / VICR | |
| Capitalization | 6.92B | 12.5B | 55% |
| EBITDA | 297M | 120M | 248% |
| Gain YTD | 75.803 | 149.699 | 51% |
| P/E Ratio | 37.85 | 91.53 | 41% |
| Revenue | 4.31B | 472M | 913% |
| Total Cash | 303M | 404M | 75% |
| Total Debt | 260M | 7.15M | 3,638% |
PLXS | VICR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 92 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 58 Fair valued | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 14 | 35 | |
SMR RATING 1..100 | 61 | 45 | |
PRICE GROWTH RATING 1..100 | 37 | 34 | |
P/E GROWTH RATING 1..100 | 18 | 35 | |
SEASONALITY SCORE 1..100 | 50 | 90 |
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 (58) in the Electronic Components industry is in the same range as VICR (79). This means that PLXS’s stock grew similarly to VICR’s over the last 12 months.
PLXS's Profit vs Risk Rating (14) in the Electronic Components industry is in the same range as VICR (35). This means that PLXS’s stock grew similarly to VICR’s over the last 12 months.
VICR's SMR Rating (45) in the Electronic Components industry is in the same range as PLXS (61). This means that VICR’s stock grew similarly to PLXS’s over the last 12 months.
VICR's Price Growth Rating (34) in the Electronic Components industry is in the same range as PLXS (37). This means that VICR’s stock grew similarly to PLXS’s over the last 12 months.
PLXS's P/E Growth Rating (18) in the Electronic Components industry is in the same range as VICR (35). This means that PLXS’s stock grew similarly to VICR’s over the last 12 months.
| PLXS | VICR | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 59% | 3 days ago 76% |
| Stochastic ODDS (%) | 3 days ago 63% | 3 days ago 73% |
| Momentum ODDS (%) | 3 days ago 58% | 3 days ago 89% |
| MACD ODDS (%) | 3 days ago 58% | 3 days ago 71% |
| TrendWeek ODDS (%) | 3 days ago 58% | 3 days ago 82% |
| TrendMonth ODDS (%) | 3 days ago 68% | 3 days ago 82% |
| Advances ODDS (%) | 7 days ago 68% | 12 days ago 85% |
| Declines ODDS (%) | 5 days ago 56% | 3 days ago 73% |
| BollingerBands ODDS (%) | N/A | 3 days ago 64% |
| Aroon ODDS (%) | 3 days ago 58% | 3 days ago 82% |
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PLXS and
Correlation & Price change
A.I.dvisor indicates that over the last year, PLXS has been closely correlated with BHE. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLXS jumps, then BHE could also see price increases.
| Ticker / NAME | Correlation To PLXS | 1D Price Change % | ||
|---|---|---|---|---|
| PLXS | 100% | -1.43% | ||
| BHE - PLXS | 73% Closely correlated | -2.40% | ||
| FLEX - PLXS | 71% Closely correlated | -4.00% | ||
| KN - PLXS | 67% Closely correlated | -2.23% | ||
| LFUS - PLXS | 67% Closely correlated | -3.02% | ||
| JBL - PLXS | 60% Loosely correlated | -4.08% | ||
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VICR and
Correlation & Price change
A.I.dvisor indicates that over the last year, VICR has been loosely correlated with BHE. These tickers have moved in lockstep 55% of the time. This A.I.-generated data suggests there is some statistical probability that if VICR jumps, then BHE could also see price increases.
| Ticker / NAME | Correlation To VICR | 1D Price Change % | ||
|---|---|---|---|---|
| VICR | 100% | -5.81% | ||
| BHE - VICR | 55% Loosely correlated | -2.40% | ||
| PLXS - VICR | 49% Loosely correlated | -1.43% | ||
| TTMI - VICR | 48% Loosely correlated | -2.63% | ||
| GLW - VICR | 48% Loosely correlated | -7.91% | ||
| JBL - VICR | 47% Loosely correlated | -4.08% | ||
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