FLEX
Flex Ltd
Q4 2025 Report
Flex Ltd (FLEX) Q4 2025 Financial Results: Strong Finish with Record Margins...
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Executive Summary
Flex Ltd reported a solid first quarter for fiscal 2026, marked by a 4% year-over-year increase in revenue to $6.57 billion, driven predominantly by robust demand in the data center and power sectors. The company's adjusted earnings per share reached a record $0.72, up 42.86% compared to the previous year, reflecting strong operational performance and effective cost management. Management's strategic initiatives to position Flex as a leader in integrated cloud solutions and advanced manufacturing capabilities contributed significantly to this growth. The guidance for the full fiscal year 2026 has been revised upward, underscoring Flex's confidence in sustaining this momentum amidst a dynamic macroeconomic environment.
Key Performance Indicators
Revenue
6.58B
QoQ: 2.77% | YoY:4.13%
Gross Profit
572.00M
8.70% margin
QoQ: 1.60% | YoY:21.44%
Operating Income
311.00M
QoQ: 1.97% | YoY:33.48%
Net Income
192.00M
QoQ: -13.51% | YoY:38.13%
EPS
0.50
QoQ: -12.28% | YoY:42.86%
Revenue Trend
Margin Analysis
Key Insights
- **Total Revenue:** $6.57 billion, up 4% YoY
- **Gross Profit:** $572 million, gross margin of 8.6%, vs. 7.1% previous year
- **Operating Income:** $311 million; operating margin at 6%
- **Net Income:** $192 million, net income margin at 2.9%
- **EPS:** $0.50, diluted EPS steady from the previous quarter and improved from $0.35 YoY.