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Flex Ltd (FLEX)
NASDAQ:FLEX
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.64Last Year’s EPS
0.51Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 3.21%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance by Flex, driven by significant growth in the data center segment, record annual results, and strategic acquisitions. However, challenges such as automotive sector weakness and potential tariff impacts introduce some uncertainty. The company's guidance and strategic positioning suggest confidence in continued margin improvement and growth.Company Guidance
In the recent earnings call for Flex's fiscal Q4 and FY 2025, the company reported a robust performance with revenue reaching $6.4 billion, a 4% year-over-year increase, and an adjusted operating margin of 6.2%, marking a new quarterly record. The full year results showed an adjusted operating margin of 5.7% and an adjusted EPS of $2.65, reflecting a 28% rise compared to the previous year. Flex also achieved over $1 billion in free cash flow, surpassing their 80%-plus free cash flow conversion target for the second consecutive year. The data center business was a major growth driver, with revenue climbing approximately 50% year-over-year to $4.8 billion, fueled by strong demand in both cloud operations and power solutions. For fiscal 2026, Flex anticipates revenue between $25 billion and $26.8 billion, with an operating margin of 6% to 6.1%. The company is on track to achieve its FY 2027 margin target a year ahead of schedule, despite potential tariff impacts and macroeconomic uncertainties.Strong Revenue and Margin Growth
Fiscal Q4 revenue was $6.4 billion, growing almost 4% year-over-year. Adjusted operating margin came in at 6.2%, another quarterly record, with adjusted EPS of $0.73, up 28% over last year.
Record Annual Performance
Flex achieved record annual adjusted operating margins of 5.7% and double-digit adjusted EPS growth for the fifth consecutive year, reaching $2.65 per share. Free cash flow exceeded $1 billion for the second consecutive year.
Data Center Segment Surge
Total data center revenue grew about 50% year-over-year, reaching approximately $4.8 billion in fiscal '25 at accretive margins.
Strategic Acquisitions and Awards
Flex completed several key acquisitions and won two PACE awards in the automotive space with its NVIDIA Drive AGX powered Jupyter compute platform and backup DC/DC converter.
Positive Outlook and Guidance
Flex expects to achieve 6% adjusted operating margin in fiscal 2026, reaching the fiscal 2027 target a year ahead of schedule, with continued strong free cash flow conversion.
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FLEX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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FLEX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 07, 2025 | $36.77 | $37.95 | +3.21% |
| Jan 29, 2025 | $40.59 | $41.51 | +2.27% |
| Oct 30, 2024 | $34.67 | $35.78 | +3.20% |
| Jul 24, 2024 | $29.72 | $31.76 | +6.86% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Flex Ltd (FLEX) report earnings?
Flex Ltd (FLEX) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Flex Ltd (FLEX) earnings time?
Flex Ltd (FLEX) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FLEX EPS forecast?
FLEX EPS forecast for the fiscal quarter 2026 (Q1) is 0.64.
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