Flex Ltd. is experiencing a post-spin inflection, with revenue growth accelerating to 20.6% in 2027Q1 and gross margin expanding to 9.4%, driven by a favorable mix shift toward higher-margin data center and Reliability solutions. The company's cash conversion ...
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Revenue growth accelerated to 20.6% in 2027Q1, with gross margin expanding to 9.4% and operating margin at 4.9%, reflecting positive operating leverage and a favorable mix shift.
Flex's board approved spinning off its Power and Cloud portfolio into a separate public company, which could unlock shareholder value and streamline operations.
Flex reported higher sales and net income year over year, with upbeat fourth-quarter sales expectations and lifted full-year revenue guidance.
Flex is a leading end-to-end manufacturing partner with a global footprint, serving diverse customers across 30 countries with innovative solutions.
Trailing total returns as of 10/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $1.00+11.2% vs $0.90 | $7.9B+5.3% vs $7.5B |
Q2 2026 May 6, 2026 | $0.93+6.4% vs $0.87 | $7.5B+7.4% vs $7.0B |
Q2 2026 May 5, 2026 | $0.93+6.4% vs $0.87 | $7.5B+7.4% vs $7.0B |
Q1 2026 Feb 4, 2026 | $0.87+11.7% vs $0.78 | $7.1B+3.3% vs $6.8B |
SteelPeak Wealth LLC purchased a new stake in shares of Flex Ltd. (NASDAQ: FLEX) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 12,357 shares of the technology company's stock, valued at approximately $1,359,000. Several other institutional investors have also modified their holdings of FLEX. MassMutual
Acquisition strengthens Flex's Cloud and Power Infrastructure portfolio with differentiated grid-forming and power conversion technology AUSTIN, Texas, Oct. 14, 2026 /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced that it has completed its acquisition of EPC Power, a leading provider of intelligent power conversion solutions for data center and grid applications. EPC Power is now part of Flex's Cloud and Power Infrastructure segment, expanding the company's capabilities across power, cooling and compute to address growing demand for higher-density AI infrastructure and next-generation 800V data center power architectures.
Flex TodayFLEXFlex$110.52 -6.72 (-5.73%) As of 10:31 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$53.07▼$166.86P/E Ratio42.67Price Target$119.67Add to WatchlistHyperscaler artificial intelligence (AI) expansion is colliding with significant data center construction constraints, positioning prefabricated power infrastructure as a critical part of the compute supply chain.
Integrated solutions combine power, compute and cooling to speed deployment by up to 50% News summary Introduces AI Modules that integrate power, compute and cooling in prefabricated modular solutions to accelerate AI factory deployment by up to 50% Enables faster deployment of next-generation AI infrastructure through factory-built, integrated systems Strengthens Flex's Cloud and Power Infrastructure portfolio, which Flex plans to separate into Axiom Solutions International, Inc. (Axiom), in the first quarter of calendar 2027 SAN JOSE, Calif., Oct. 12, 2026 /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced an expanded portfolio of prefabricated modular data center solutions designed to accelerate deployment of next-generation AI factories.
Benchmark FLEX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Flex Ltd. (FLEX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $76.69 | $28.1B | 32.91 | 8.14% | 3.15% | 17.35% | — | |
| $267.41 | $28.21B | 45.17 | 3.18% | 2.9% | 73.9% | — | |
| $269.01 | $30.93B | 36.90 | 30.71% | 7.16% | 50.69% | — | |
| $66.30 | $2.38B | 97.50 | 0.11% | 1.89% | 4.81% | — | |
| $154.47 | $8.28B | 34.63 | 7.4% | 2.41% | 11.66% | — | |
| $220.78 | $5.91B | 35.27 | 1.82% | 4.03% | 12.46% | — |
Flex Ltd. (FLEX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Flex Ltd. (FLEX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 7, 2026·SEC
Jul 29, 2026·SEC
Jul 29, 2026·SEC
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Flex Ltd. (FLEX) stock FAQ — growth, dividends, profitability & financials explained
Flex Ltd. (FLEX) reported $29.27B in revenue for fiscal year 2026. This represents a 4473% increase from $640.0M in 1997.
Flex Ltd. (FLEX) grew revenue by 8.1% over the past year. This is steady growth.
Yes, Flex Ltd. (FLEX) is profitable, generating $973.0M in net income for fiscal year 2026 (3.2% net margin).
Flex Ltd. (FLEX) has a return on equity (ROE) of 17.3%. This is reasonable for most industries.
Flex Ltd. (FLEX) generated $1.07B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
