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Side-by-side financial comparison of PLEXUS CORP (PLXS) and Champion Homes, Inc. (SKY). Click either name above to swap in a different company.
PLEXUS CORP is the larger business by last-quarter revenue ($1.2B vs $656.6M, roughly 1.8× Champion Homes, Inc.). Champion Homes, Inc. runs the higher net margin — 8.3% vs 4.3%, a 4.0% gap on every dollar of revenue. On growth, PLEXUS CORP posted the faster year-over-year revenue change (18.7% vs 1.8%). Over the past eight quarters, Champion Homes, Inc.'s revenue compounded faster (10.6% CAGR vs 7.2%).
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.
Champion Homes, Inc., is a mobile and modular home manufacturing company. It is one of the largest modular homebuilders in North America. The company also provides factory-built housing to the United States and western Canada.
PLXS vs SKY — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $656.6M |
| Net Profit | $49.8M | $54.3M |
| Gross Margin | 10.2% | 26.2% |
| Operating Margin | 5.3% | 9.5% |
| Net Margin | 4.3% | 8.3% |
| Revenue YoY | 18.7% | 1.8% |
| Net Profit YoY | 27.5% | -11.7% |
| EPS (diluted) | $1.82 | $0.97 |
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 | — | ||
| Q4 25 | — | $656.6M | ||
| Q3 25 | — | $684.4M | ||
| Q2 25 | — | $701.3M | ||
| Q1 25 | — | $593.9M | ||
| Q4 24 | — | $644.9M | ||
| Q3 24 | — | $616.9M | ||
| Q2 24 | — | $627.8M |
| Q1 26 | $41.2M | — | ||
| Q4 25 | — | $54.3M | ||
| Q3 25 | — | $58.2M | ||
| Q2 25 | — | $64.7M | ||
| Q1 25 | — | $36.3M | ||
| Q4 24 | — | $61.5M | ||
| Q3 24 | — | $54.7M | ||
| Q2 24 | — | $45.8M |
| Q1 26 | 9.9% | — | ||
| Q4 25 | — | 26.2% | ||
| Q3 25 | — | 27.5% | ||
| Q2 25 | — | 27.1% | ||
| Q1 25 | — | 25.7% | ||
| Q4 24 | — | 28.1% | ||
| Q3 24 | — | 27.0% | ||
| Q2 24 | — | 26.2% |
| Q1 26 | 5.1% | — | ||
| Q4 25 | — | 9.5% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | — | 7.1% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 8.8% |
| Q1 26 | 3.8% | — | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 8.5% | ||
| Q2 25 | — | 9.2% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | — | 7.3% |
| Q1 26 | $1.51 | — | ||
| Q4 25 | — | $0.97 | ||
| Q3 25 | — | $1.03 | ||
| Q2 25 | — | $1.13 | ||
| Q1 25 | — | $0.63 | ||
| Q4 24 | — | $1.06 | ||
| Q3 24 | — | $0.94 | ||
| Q2 24 | — | $0.79 |
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 | $659.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $1.6B |
| Total Assets | $3.4B | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $248.8M | — | ||
| Q4 25 | — | $659.8M | ||
| Q3 25 | — | $618.7M | ||
| Q2 25 | — | $605.3M | ||
| Q1 25 | — | $610.3M | ||
| Q4 24 | — | $581.8M | ||
| Q3 24 | — | $570.2M | ||
| Q2 24 | — | $548.9M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B |
| Q1 26 | $3.2B | — | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $100.0M |
| Free Cash FlowOCF − Capex | — | $92.9M |
| FCF MarginFCF / Revenue | — | 14.1% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | — | 1.84× |
| TTM Free Cash FlowTrailing 4 quarters | — | $259.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $100.0M | ||
| Q3 25 | — | $75.9M | ||
| Q2 25 | — | $75.3M | ||
| Q1 25 | — | $46.0M | ||
| Q4 24 | — | $50.4M | ||
| Q3 24 | — | $59.8M | ||
| Q2 24 | — | $84.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $92.9M | ||
| Q3 25 | — | $67.0M | ||
| Q2 25 | — | $66.4M | ||
| Q1 25 | — | $33.4M | ||
| Q4 24 | — | $37.3M | ||
| Q3 24 | — | $45.7M | ||
| Q2 24 | — | $73.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 14.1% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | — | 5.6% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 7.4% | ||
| Q2 24 | — | 11.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.84× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.27× | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | — | 1.85× |
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% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
