Zeev's Turnips Patch-No Politics (ZEEV)

[marketmaven]

PLXS- JP Morgan to drop coverage- Rev Growth 2005- 15% or 5%?
(Current estimates assume mix improvement - stock at 30X '05)
Business deteriorating in core computer business as firm tries to transition to avionics, military. Highest SG&A at 5.6% of revs in industry.

Analyst Estimates Get Analyst Estimates for:


Earnings Est Current Qtr
Sep-04 Next Qtr
Dec-04 Current Year
Sep-04 Next Year
Sep-05
Avg. Estimate 0.10 0.13 0.33 0.59
No. of Analysts 19 16 19 19
Low Estimate 0.08 0.10 0.30 0.48
High Estimate 0.13 0.20 0.36 0.94
Year Ago EPS 0.01 0.06 -0.17 0.33



Revenue Est Current Qtr
Sep-04 Next Qtr
Dec-04 Current Year
Sep-04 Next Year
Sep-05
Avg. Estimate 272.63M 288.92M 1.03B 1.18B
No. of Analysts 16 11 20 18
Low Estimate 265.18M 274.47M 1.02B 1.13B
High Estimate 279.40M 317.40M 1.04B 1.32B
Year Ago Sales N/A 238.46M N/A 1.03B
Sales Growth (year/est) N/A 21.2% N/A 15.2%


Earnings History Sep-03 Dec-03 Mar-04 Jun-04
EPS Est -0.02 0.05 0.08 0.09
EPS Actual 0.01 0.06 0.08 0.08
Difference 0.03 0.01 0.00 -0.01
Surprise % 150.0% 20.0% 0.0% -11.1%


EPS Trends Current Qtr
Sep-04 Next Qtr
Dec-04 Current Year
Sep-04 Next Year
Sep-05
Current Estimate 0.10 0.13 0.33 0.59
7 Days Ago 0.11 0.14 0.33 0.61
30 Days Ago 0.11 0.14 0.33 0.62
60 Days Ago 0.11 0.14 0.33 0.62
90 Days Ago 0.11 0.14 0.34 0.63