Reading PLPC? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track PLPC free→Reading PLPC? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track PLPC free→NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-06-16
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral, while earnings quality is robust, cash backs up reported profits. Management's recent track record has been steady, but risk is elevated, and the sector backdrop is a headwind. Peer multiples imply a price about 31% below where it trades (it looks expensive on this basis); the read is fair. This assessment hinges on guidance changes, as a cut could negatively impact estimates, while a raise could provide a momentum boost. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 6 valuation methods, at three horizons. Current price $380.16. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $380 PLPC trades at 55× p/e — 1.6× the 33× p/e peer median. The market is re-rating it beyond its own range; our $285 fair value is medium-confidence here. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 34% near-term growth, ahead of our forecast of about 11%. This describes what's priced in, not a forecast of the move.
No fragility gates fired.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 57% of the time over the next year (vs 64% for the rest of the cohort, n=4882).
Over the trailing year it converted 2.15x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 64% of the time over the next year (vs 57% for the rest of the cohort, n=3333).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $2.58 → $2.41 (-6.6% / 30d). 0 raised, 1 cut, 1 covering analysts.
0 upgrades, 0 downgrades / 30d. 0% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$242.
How much price usually moves either way.
On a bad day, this stock has moved -$484.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $2,233.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: The FOMC meeting could impact industrial sector performance. A strong response might benefit PLPC's valuation.
Confirms one read:Sector performance gets better after the FOMC meeting on June 17.
Confirms the other:Sector performance worsens or remains flat after the FOMC meeting.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for PLPC yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On April 29, 2026, Preformed Line Products Company issued a press release announcing earnings for the quarter ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1. This information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act,…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Electrical Components & Equipment.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
PLPC PREFORMED LINE PRODUCTS COMPANY | Typical Show detailsSector percentile: 69 of 100 | full | elevated |
ETN Eaton Corporation | Typical Show detailsSector percentile: 70 of 100 | full | moderate |
VRT Vertiv | Typical Show detailsSector percentile: 60 of 100 | expensive | elevated |
EMR Emerson Electric | Typical Show detailsSector percentile: 63 of 100 | fair | moderate |
BE Bloom Energy Corp. | Typical Show detailsSector percentile: 42 of 100 | expensive | high |
4 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 59% for the rest of the cohort, n=792).
Not investment advice. As of 2026-06-16.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Management has increased the EPS guidance to $8.70 for the fiscal year ending December 31, 2026.
The company continues to maintain its dividend per share at $0.21, reflecting stability in shareholder returns.
Management aims to increase operating income, as evidenced by recent financial performance.
Why it matters: If revenue growth speeds up, it could signal a positive shift in company momentum. This would be important as the sector is currently maturing and growth is slowing.
Confirms:Earnings report shows revenue growth above 5% year over year.
Disproves:Earnings report shows revenue growth below 5% year over year.
Results of Operations and Financial Condition. On March 4, 2026, Preformed Line Products Company issued a press release announcing earnings for the quarter and year ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1. This information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Ex…
Regulation FD Disclosure. On December 11, 2025, the Board of Directors of Preformed Line Products (NASDAQ: PLPC) announced that it's Board of Directors approved a 5% increase in the company’s quarterly cash dividend. The dividend will rise from $0.20 per share to $0.21 per share, payable on January 20, 2026 to shareholders of record as of January 5, 2026. This is the first dividend increase since 2001 when Preformed Line Products listed its shares on the NASDAQ stock exchange. A copy of the f…
Results of Operations and Financial Condition. On October 29, 2025, Preformed Line Products Company issued a press release announcing earnings for the quarter ended September 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1. This information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchang…
Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. The Board of Directors (the “Board”) of Preformed Line Products Company (the “Company”) announces with great sadness that Michael E. Gibbons, a long-tenured director of the Company, passed away unexpectedly on September 14, 2025. Mr. Gibbons had been a director since 2008 and served as the Chairman of the Audit Committee and a member of the Compensation Committee. He was a valued and dedica…