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PLPLPC

Preformed Line Products Company

$PLPC·$2.3B·Electrical Equipment & Parts·Industrials
$429.30+1.9%YTD+102.2%1Y+132.6%
Mentions · last 7 days
2026-08-15: 2 posts2026-08-16: 1 posts2026-08-17: 3 posts2026-08-18: 0 posts2026-08-19: 0 posts2026-08-20: 0 posts2026-08-21: 2 posts8-14%
Price updated 1d ago·X counts updated 1d ago
PLPLPC
$PLPCPreformed Line Products Company
$429.30+1.88%8 posts-14%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $PLPC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

Preformed Line Products crushed Q2 by 86%, up 102% YTD on grid-buildout demand — valuation now stretched.

Preformed Line Products is riding surging electric-grid capex, with Q2 EPS of $4.49 beating $2.41 consensus by 86% and revenue jumping ~19% YoY.

  • Utility infrastructure spend (transmission hardware, fiber-optic closures) is the tailwind — durable multi-year cycle tied to grid modernization and renewables interconnects
  • Up ~102% YTD and ~134% over 12 months; PE now ~52x and EV/EBITDA ~28x, so a lot of the growth is already priced in
  • Recent insider transactions on Aug 3-5 include a director sale at $457 and a J-Other reclassification at $358 by a related holder — worth noting given the run
  • Tiny 3.4M share float amplifies moves in both directions; single-analyst coverage means limited institutional pushback if the story cools

The operating story is real but the valuation is now the risk — an earnings hiccup at this multiple compresses fast.

What to watch: Q3 earnings Oct 28 vs $3.37 estimate, any further insider selling into strength, and grid-capex commentary from utility customers.

On the calendar: Q3 earnings 2026-10-28

thin analyst coverage

Read the AI verdict + X sentiment for $PLPC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes hardware and formed wire fittings for construction and maintenance of overhead power and telecom networks globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $PLPC.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $PLPC

Partial — Makes hardware and formed wire fittings for construction and maintenance of overhead power and telecom networks globally; partial earnings exposure to electrical equipment & parts demand dynamics through its product portfolio.

Industry benchmark

36-name peer basket
+20.8%YTD
+68.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
51.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$4.49$2.41+86.3%
Q1 2026Apr 29, 2026$2.14$1.82+17.6%
Q4 2025Mar 4, 2026$1.72$1.64+4.9%
Q3 2025Oct 29, 2025$2.09——
Next earningsWed, Oct 28·consensus EPS $3.37

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$176.3M+18.7%31.3%7.8%$2.15$-3.9M
Q4 FY25$173.1M+3.6%29.8%6.8%$1.72$11.8M
Q3 FY25$178.1M+21.2%29.7%7.4%$0.53$8.3M
Q2 FY25$169.6M+22.3%32.7%10.1%$2.58$18.6M

Forward consensus

4-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$773.0M$773.0M – $773.0M$9.75$9.75 – $9.751
FY27$833.0M$833.0M – $833.0M$11.29$11.29 – $11.291
FY28$903.0M$903.0M – $903.0M$12.93$12.93 – $12.931
FY29$836.0M$836.0M – $836.0M$13.35$13.35 – $13.351

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+43.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 3.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.925-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 5Glen E CorlettDirector2.0K sh$914K
+ 23 other (17 returns · 3 gifts · 2 exempts · 1 other) in window

See when $PLPC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 298-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Preformed Line Products Company (PLPC) reported financial results for quarter ended June 30, 2026 via 8-K Item 2.02, filed 2026-07-29. Full financials are in the attached press release (Exhibit 99.1). Quarterly earnings contain headline P&L, balance sheet, and guidance. Investors should review the exhibit for revenue, margins, EPS, and any updates to full-year outlook.

8-KShareholder voteMay 48-K — Item 5.07: Shareholder vote
AI summary

PLPC held its annual meeting of stockholders around 2026-05-04 (8-K Item 5.07). Stockholders elected 6 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KPress release / Reg FDApr 298-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

PLPC reported period ending 2026-04-29 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KPress release / Reg FDMar 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 8 other (2 10-Qs · 2 13Gs · 1 routine 8-K · 1 proxy) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

A Look at Preformed Line Products Co (PLPC) After 3.8% Gain -- GF Value $178.06 vs Price $480.77gurufocus.com·11d agoPreformed Line Products Co (PLPC) Shares Fall 3.5% -- GF Value Says Still Overvaluedgurufocus.com·22d agoPLPC Q2 Earnings & Revenues Rise Y/Y on Strong Energy Demandzacks.com·24d agoWhy Preformed Line Products Stock Popped Todayfool.com·24d agoPREFORMED LINE PRODUCTS ANNOUNCES RECORD SECOND QUARTER 2026 FINANCIAL RESULTSprnewswire.com·24d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $PLPC on X in the last 7 days.

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