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PLPLPC

Preformed Line Products Company

$PLPC·$1.8B·Electrical Equipment & Parts·Industrials
$367.78-0.3%YTD+75.5%1Y+121.8%
Mentions · last 7 days
2026-06-30: 0 posts2026-07-01: 2 posts2026-07-02: 4 posts2026-07-03: 4 posts2026-07-04: 0 posts2026-07-05: 3 posts2026-07-06: 3 posts16+18%
Price updated 22h ago·X counts updated 2d ago
PLPLPC
$PLPCPreformed Line Products Company
$367.78-0.27%16 posts+18%
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 2026-07-08

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

Overhead-line hardware maker riding grid buildout with a data-center-optionality overlay

Preformed Line Products manufactures specialized hardware for overhead, underground and ground-level network infrastructure — the classic grid-buildout picks-and-shovels play with a data-center twist.

  • Shares at $367.78 are up 75% year-to-date and 122% over twelve months, sitting 83% up the 52-week range and 36% above the 200-day moving average — the run is entrenched.
  • Q1 revenue of $176M grew 19% year-over-year (following FY25 quarters of 22%, 21%, and mid-single digits), EPS of $2.15 beat the $1.82 consensus by 18%, and gross margin held at 31% — the operating leverage is real.
  • Analysts (thinly-covered at one contributor) model $773M of revenue this year rising to $903M by 2028 with EPS climbing from $9.75 to $12.93 — the sell-side has not fully caught up to the operating step-change.
  • On May 5 the company disclosed the acquisition of Delta Star Conetores Elétricos Ltda expanding the global substation portfolio, on June 18 declared a quarterly dividend, and a Barrons piece flagged PLPC among 'small-cap power plays with data-center optionality' — the narrative is intact.

Watch the July 29 Q2 print for continued top-line acceleration, Delta Star integration commentary, and data-center-related order-book commentary.

What to watch: Q2 earnings on July 29; Delta Star Conetores integration; data-center-related order flow; margin expansion into the current run rate; officer share-return patterns (Klaus, Ruhlman, O'Shaughnessy filed D-Return transactions).

On the calendar: Q2 2026 earnings — July 29, 2026 (EPS consensus $2.41).

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Read the AI verdict + X sentiment for $PLPC

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  • 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

Direct beneficiary — Preformed Line Products Company (PLPC), along with its subsidiaries, specializes in the design and manufacturing of a comprehensive range of products and integrated systems.

Industry benchmark

29-name peer basket
+39.2%YTD
+125.8%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
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——
Q2 2025Jul 30, 2025$2.56——
Next earningsWed, Jul 29·consensus EPS $2.41

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.83%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.+0.9%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.+36.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 37 other (17 returns · 10 awards · 8 inkinds · 2 exempts) 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-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
+ 5 other (1 10-Q · 1 proxy · 1 ARS · 1 10-K) in window

Recent news

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

PREFORMED LINE PRODUCTS ANNOUNCES QUARTERLY DIVIDENDprnewswire.com·20d ago2 Small Cap Power Plays With Data Center Optionalityzacks.com·39d agoPreformed Line Products Co (PLPC) Stock Up 4.9% but GF Value Says Overvalued -- GF Score: 80/100gurufocus.com·47d agoThis Fund Cashed Out of Preformed Line Products Amid a 150% Stock Surgefool.com·61d agoPLP EXPANDS GLOBAL SUBSTATION PORTFOLIO WITH ACQUISITION OF DELTA STAR CONETORES ELÉTRICOS LTDAprnewswire.com·64d ago

In themes

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

The Power Grid

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Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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