Zacks Investment Research·2d ago
Can Falcon Flex Momentum Keep Driving CrowdStrike's ARR Growth?CRWD's record Falcon Flex adoption, repeat expansions and larger deals are boosting ARR, with management raising its fiscal 2027 outlook.
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 ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
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 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
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 |
CRWD's record Falcon Flex adoption, repeat expansions and larger deals are boosting ARR, with management raising its fiscal 2027 outlook.
EXTON, Pa., Sept. 18, 2026 (GLOBE NEWSWIRE) -- Omega Flex, Inc. (the “Company”) today announced that the Board of Directors declared a regular quarterly dividend of $0.34 per share payable on October 14, 2026, to shareholders of record on September 30, 2026. In determining the amount of future regular quarterly dividends, the Board will review the cash needs of the Company, and based on results of operations, financial condition, capital expenditure plans, and consideration of possible acquisitions, as well as such other factors as the Board of Directors may consider relevant, determine on a quarterly basis the amount of a regular quarterly dividend.
HAMILTON, Bermuda, Sept. 17, 2026 Flex LNG Ltd (NYSE: FLNG) will be presenting at Pareto Securities' 33rd Annual Energy Conference in Oslo today, September 17th 2026.
News summary Amy B. Schwetz will join Flex as CFO of its RMS and ITS segments and is expected to serve as Flex CFO following the separation Post-separation board composition announced, including four new directors: George R.
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 |
|---|---|---|---|---|---|---|---|
| $114.45 | $41.93B | 49.12 | 8.14% | 3.15% | 17.35% | — | |
| $308.98 | $32.6B | 52.19 | 3.18% | 2.57% | 62.24% | — | |
| $356.09 | $40.94B | 48.85 | 30.71% | 7.16% | 50.69% | — | |
| $82.23 | $2.95B | 120.93 | 0.11% | 1.89% | 4.81% | — | |
| $215.65 | $11.56B | 48.35 | 7.4% | 2.41% | 11.66% | — | |
| $263.33 | $7.05B | 42.07 | 1.82% | 4.03% | 12.46% | — |
Flex Ltd. (FLEX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
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.
