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Side-by-side financial comparison of PLEXUS CORP (PLXS) and PROG Holdings, Inc. (PRG). Click either name above to swap in a different company.
PLEXUS CORP is the larger business by last-quarter revenue ($1.2B vs $651.6M, roughly 1.8× PROG Holdings, Inc.). PROG Holdings, Inc. runs the higher net margin — 5.5% vs 4.3%, a 1.3% gap on every dollar of revenue. On growth, PROG Holdings, Inc. posted the faster year-over-year revenue change (457.1% vs 18.7%). Over the past eight quarters, PLEXUS CORP's revenue compounded faster (7.2% CAGR vs 4.9%).
Plex Systems, Inc. is an American software company based in Troy, Michigan. The company develops and markets the Plex Manufacturing Cloud, a software as a service (SaaS) or cloud computing ERP for manufacturing.
PROG Holdings, Inc. is a U.S.-based financial technology firm providing flexible lease-to-own and point-of-sale financing solutions to consumers. Operating primarily in the U.S. market, its core segments include retail partner financing, consumer lending, and payment services that help customers access electronics and household goods without traditional credit requirements.
PLXS vs PRG — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $651.6M |
| Net Profit | $49.8M | $36.1M |
| Gross Margin | 10.2% | — |
| Operating Margin | 5.3% | 10.0% |
| Net Margin | 4.3% | 5.5% |
| Revenue YoY | 18.7% | 457.1% |
| Net Profit YoY | 27.5% | 3.8% |
| EPS (diluted) | $1.82 | $3.68 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.1B | $651.6M | ||
| Q4 25 | — | $525.4M | ||
| Q3 25 | — | $595.1M | ||
| Q2 25 | — | $604.7M | ||
| Q1 25 | — | $684.1M | ||
| Q4 24 | — | $558.9M | ||
| Q3 24 | — | $606.1M | ||
| Q2 24 | — | $592.2M |
| Q1 26 | $41.2M | $36.1M | ||
| Q4 25 | — | $40.5M | ||
| Q3 25 | — | $33.1M | ||
| Q2 25 | — | $38.5M | ||
| Q1 25 | — | $34.7M | ||
| Q4 24 | — | $57.5M | ||
| Q3 24 | — | $84.0M | ||
| Q2 24 | — | $33.8M |
| Q1 26 | 9.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 5.1% | 10.0% | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | 9.0% | ||
| Q2 25 | — | 10.0% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 9.4% |
| Q1 26 | 3.8% | 5.5% | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 10.3% | ||
| Q3 24 | — | 13.9% | ||
| Q2 24 | — | 5.7% |
| Q1 26 | $1.51 | $3.68 | ||
| Q4 25 | — | $0.99 | ||
| Q3 25 | — | $0.82 | ||
| Q2 25 | — | $0.95 | ||
| Q1 25 | — | $0.83 | ||
| Q4 24 | — | $1.33 | ||
| Q3 24 | — | $1.94 | ||
| Q2 24 | — | $0.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $303.1M | $69.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $774.4M |
| Total Assets | $3.4B | $2.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $248.8M | $69.4M | ||
| Q4 25 | — | $308.8M | ||
| Q3 25 | — | $292.6M | ||
| Q2 25 | — | $222.0M | ||
| Q1 25 | — | $213.3M | ||
| Q4 24 | — | $90.9M | ||
| Q3 24 | — | $221.7M | ||
| Q2 24 | — | $250.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $594.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $643.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.5B | $774.4M | ||
| Q4 25 | — | $746.4M | ||
| Q3 25 | — | $703.6M | ||
| Q2 25 | — | $668.7M | ||
| Q1 25 | — | $654.4M | ||
| Q4 24 | — | $650.3M | ||
| Q3 24 | — | $630.8M | ||
| Q2 24 | — | $581.9M |
| Q1 26 | $3.2B | $2.0B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.99× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
PRG
Segment breakdown not available.
