Preformed Line Products Company

Preformed Line Products Company

PLPCยทNASDAQ

$378.15

+0.50%
IndustrialsElectrical Equipment & Parts

Preformed Line Products Company, together with its subsidiaries, designs and manufactures products and systems that are used in the construction and maintenance of overhead, ground-mounted, and underground networks for the energy, telecommunication, cable operator, information, and other industries. The company offers formed wire products to support, protect, terminate, and secure power conductor and communication cables, as well as to control cable dynamics; and hardware products to support and protect transmission conductors, spacers, spacer-dampers, stockbridge dampers, corona suppression devices, and various compression fittings for dead-end applications. It also provides protective closures to protect fixed line communication networks, such as copper cable or fiber optic cable from moisture, environmental hazards, and other contaminants; and hardware assemblies, pole line hardware, resale products, underground connectors, solar hardware systems, guy markers, tree guards, fiber optic cable markers, pedestal markers, and urethane products that are used by energy, renewable energy, communications, cable, and special industries for various applications. The company serves public and private energy utilities and communication companies, cable operators, financial institutions, governmental agencies, contractors and subcontractors, distributors, and value-added resellers in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. It markets its products through a direct sales force, as well as through manufacturing representatives. The company was incorporated in 1947 and is headquartered in Mayfield, Ohio.

At a Glance

Live Snapshot
Market Cap$1.85B
EPS7.1700
P/E Ratio52.74
Earnings Date07/29/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is elevated (P/E 52.7).

Valuation inputs: P/E 52.7, earnings yield +1.9%, momentum +0.5%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE +7.4%, ROIC +7.8%).

Profitability stack: net margin +5.3%, ROE +7.4%, ROIC +7.8%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +27.2%, momentum +0.5%, net margin +5.3%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

plpc

Preformed Line Products Company Market vs Earnings Trajectory

PLPC ยท NASDAQ

Loading price and EPS data...

Preformed Line Products Company

Preformed Line Products Company Fair Value Envelope

PLPC ยท NASDAQ

Our analysis suggests that PLPC has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $378.15, this represents a potential HIDDEN relative to our calculated worth for Preformed Line Products Company.

Intrinsic Value
Current Price: $378.15
3Y-35.0%
5Y+19.0%
10Y+143.0%
3Y+5.0%
5Y+43.0%
10Y+99.0%
3Y-35.0%
5Y+18.0%
10Y+131.0%
3Y+181.0%
5Y+76.0%
10Y+183.0%
3Y-331.0%
5Y+95.0%
10Y+2569.0%
3Y+15.0%
5Y+42.0%
10Y+92.0%
Preformed Line Products Company

Preformed Line Products Company Profit Bridge

PLPC ยท NASDAQ
Revenue669.34M
Cost of Goods Sold (458.87M)
Gross Profit210.47M
Operating Expenses (155.44M)
Operating Income55.03M
Interest Expense (1.30M)
Other Income/Expense-9.41M
Pretax Income45.62M
Income Tax (10.31M)
Net Income35.28M
Net Income
35.28M

Profitability Analysis

Gross Margin

31.4%

Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.

Operating Margin

8.2%

Acceptable margins but limited operational leverage. Operating expense control is important.

Net Profit Margin

5.3%

Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.

Effective Tax Rate

22.6%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.

31.44%
Gross Profit Margin
-2%
3Y-7.0%
5Y-5.0%
10Y-3.0%
8.22%
Operating Profit Margin
-4%
3Y-24.0%
5Y-5.0%
10Y+29.0%
5.27%
Net Profit Margin
-16%
3Y-38.0%
5Y-17.0%
10Y+16.0%
7.42%
Return on Equity
-16%
3Y-51.0%
5Y-27.0%
10Y+9.0%
5.40%
Return on Assets
-16%
3Y-44.0%
5Y-16.0%
10Y+21.0%
7.78%
Return on Invested Capital
3Y-28.0%
5Y+1.0%
10Y+43.0%
PLPC

Preformed Line Products Company Cash Conversion Engine

PLPC ยท NASDAQ
Net Income35.31M
Depreciation & Amortization23.03M
Stock-Based Compensation4.96M
Change in Working Capital-3.67M
Others15.02M
Capital Expenditures-40.13M
Free Cash Flow33.34M

Cash Flow Quality Analysis

FCF Conversion Rate

94.4%

Strong cash conversion. Most reported earnings translate into actual cash flow, suggesting solid fundamentals.

CapEx Intensity

54.6%

Capital-intensive operations require significant reinvestment. Monitor whether CapEx is maintenance or growth-oriented.

FCF Growth Trend

-36.9%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

-$3.67M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Solid cash generation: Positive free cash flow with reasonable earnings quality provides financial flexibility for growth investments, debt reduction, or shareholder returns.

plpc

Preformed Line Products Company Funding & Solvency Profile

PLPC ยท NASDAQ
Cash & Cash Equivalents69.45M
Net Receivables130.84M
Inventory151.81M
Other Current Assets6.29M
Total Current Assets371 M
Property, Plant & Equipment225.28M
Goodwill & Intangible Assets40.19M
Long-Term Investments0.00
Other Non-Current Assets18.18M
Total Non-Current Assets243 M
Total Assets
661.83M

Financial Health Analysis

Current Ratio

3.00x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.40x

Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.

Working Capital

248 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

56% Current

Balanced asset mix between current and non-current assets, typical of many stable businesses.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

plpc

Preformed Line Products Company Street Expectations Map

PLPC ยท NASDAQ

Wall Street analysts project that PLPC stock may decline over the coming 12 months. The consensus 1-year price target stands at 275.00, with estimates ranging from a low of 275.00 to a high of 275.00.

Lowest Target
275.00
-27.28%
Consensus Target
275.00
-27.28%
Highest Target
275.00
-27.28%

The consensus 1-year price target stands at 275.00, with estimates ranging from a low of 275.00 to a high of 275.00.

Analyst Consensus Analysis

Upside Potential

-27.3%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

plpc

Preformed Line Products Company Insider Positioning

PLPC ยท NASDAQ

During the last 12 months, insiders have purchased $38K and sold $2.14M worth of PLPC shares, resulting in $2.11M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

11.0K

2.14M

Net Activity

-2.1M

-$2.14M

9-12 Months

Bought

625

38.27K

Sold

0

0.00

Net Activity

+38K

+$38K

Top Buyers

1
MAA

Morcos Assaad A

Officer: Vp, Us Manufacturing

625 sharesโ€ข1 transactions

$38K

Top Sellers

1
MDF

Mckenna Dennis F

Officer: Ceo

5.9K sharesโ€ข2 transactions

$1.16M

2
VCS

Vaccariello Caroline Saylor

Officer: General Counsel&Corp Secretary

3.0K sharesโ€ข1 transactions

$565K

3
HJM

Hofstetter John M

Officer: Executive Vice President

1.1K sharesโ€ข1 transactions

$235K

4
OT

O'Shaughnessy Timothy

Officer: V.P. Human Resources

1.0K sharesโ€ข1 transactions

$188K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.11M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.02:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

0.08%
Dividend Yield
-13%
3Y-54.0%
5Y-75.0%
10Y-83.0%
ย 

plpc Dividend History

PLPC
10Y CAGR +0%
Latest $0.21
Annual $1.02
Stable dividend payments
Last Period: +0%