PLXS — what changed in the latest 10-Q
A section-by-section comparison of PLXS's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-06 vs the prior 10-Q · 2026-05-07
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +21 | −17 | ~49 | 25 |
| Market risk (Item 3) | Text added/removed | +1 | −1 | ~2 | 3 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 0 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Legal proceedings
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-06
EMEA. Net sales for the three months ended July 4, 2026 in the EMEA segment decreased $7.7 million, or 6.6%, as compared to the three months ended June 28, 2025. The decrease in net sales was driven by a decrease of $9.1 million due to a disengagement with a customer and overall net decreased custom…
production ramps for new customers. The increase was partially offset by a decrease of $16.1 million for end-of-life products, overall net decreased end-market demand and a decrease of $6.9 million due to a disengagement with a customer.
During the nine months ended July 4, 2026, net sales in the Healthcare/Life Sciences sector increased $216.1 million, or 17.9%, as compared to the nine months ended June 28, 2025. The increase in net sales was driven by an increase of $253.0 million in production ramps of new products for existing c…
Industrial. Net sales for the three months ended July 4, 2026 in the Industrial sector increased $174.8 million, or 42.2%, as compared to the three months ended June 28, 2025. The increase in net sales was driven by overall net increased customer end-market demand, an increase of $12.4 million due t…
compensation expense primarily due to $12.9 million of accelerated stock-based compensation expense related to executive retirement agreements.
Text removed vs the prior filing · source: 10-Q · 2026-05-07
EMEA. Net sales for the three months ended April 4, 2026 in the EMEA segment increased $13.2 million, or 12.9%, as compared to the three months ended March 29, 2025. The increase in net sales was driven by overall net increased customer end-market demand.
During the six months ended April 4, 2026, net sales in the Healthcare/Life Sciences sector increased $154.1 million, or 19.6%, as compared to the six months ended March 29, 2025. The increase in net sales was driven by an increase of $118.5 million in production ramps of new products for existing c…
Industrial. Net sales for the three months ended April 4, 2026 in the Industrial sector increased $81.7 million, or 20.6%, as compared to the three months ended March 29, 2025. The increase in net sales was driven by overall net increased customer
end-market demand, an increase of $15.8 million due to production ramps for new customers and an increase of $15.1 million due to production ramps of new products for existing customers.
Other expense. Other expense for the three months ended April 4, 2026 increased $0.2 million compared to the three months ended March 29, 2025.
Market risk (Item 3)
Text added vs the prior filing · source: 10-Q · 2026-08-06
As of July 4, 2026, our only material interest rate risk was associated with our Credit Facility. Borrowings under the Credit Facility bear interest, at the Company's option, at a rate equal to an alternate base rate, Term SOFR, EURIBOR, or Daily Simple SONIA, plus, in each case, an applicable inter…
Text removed vs the prior filing · source: 10-Q · 2026-05-07
As of April 4, 2026, our only material interest rate risk was associated with our Credit Facility. Borrowings under the Credit Facility bear interest, at the Company's option, at (a)(1) for borrowings denominated in U.S. dollars, the Term Secured Overnight Financing Rate ("SOFR"), (2) for borrowings…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice