PREFORMED LINE PRODUCTS COMPANY (PLPC)
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-09-09
$410.66-0.26%
Close 2026-09-09 · 1-day change
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-09-09
Broken: Primary pillar broken — EPS reaches at least $8.70 in fiscal 2026: FY26 EPS guidance $6.62 vs $8.70 target.
Preformed Line Products grows earnings steadily with EPS guidance at $8.70 for 2026. Operating income rose to $13.7 million in Q1 2026. The dividend per share remains stable at $0.21. These show solid profit growth and shareholder returns.
The recent sharp share price drop signals risk. EPS estimates have been revised down slightly. The sector faces headwinds that could pressure growth and margins.
The price is about 13% above our fair value near $297. Analysts expect 13% revenue growth. Our view aligns with these expectations but notes recent downward estimate revisions.
Breaks if: Dividend per share falls below $0.21
Breaks if: EPS falls below $8.70 in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on growth in energy and communications markets. The current thesis state is intact, with management effectively driving sales and earnings growth.
The market appears to price in an expensive valuation, reflecting a durable premium compared to peers. There is an expectations gap, indicating that investors may anticipate continued strong performance despite recent challenges.
Fundamentals are likely to remain strong, as management is on track with priorities to increase sales and earnings. However, there is elevated risk due to the potential for guidance cuts and sector performance impacting PLPC's trajectory.
The thesis hinges on the performance of sector bellwethers and whether they continue to beat earnings and guide higher. Additionally, any changes in guidance from PLPC could significantly impact sentiment and expectations.
The most important moves since the prior daily snapshot.
Signal changed from 'favorable' to 'mild_favorable'.
No, our read on the company is unchanged. The signal changed from 'favorable' to 'mild_favorable'. Recent financial performance remains strong, holding in the top half of its industry. The market backdrop is a drag, with sector trends working against it.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Raise earnings per share guidance for fiscal year 2026 to $8.70 based on improved performance and outlook.
Newly stated in 2025-Q4. Management raised EPS guidance to $8.70 for 2026, reflecting a 16% increase from prior year adjusted EPS. This guidance update is recent with no multiple quarter recurrence yet to assess trajectory.
“Adjusted net income for twelve months ending 2025 was $8.70 per diluted share, a 16% increase.”
Breaks if: Operating income falls below $13.7 million in Q1 2026
In the 1 to 3 year view, PLPC shows solid growth potential but is vulnerable to sector dynamics and valuation pressures. Not investment advice.