Flex's earnings call presented a strong financial performance with record revenue and EPS, driven by significant growth in the data center segment. The company is investing in capacity and technology to sustain growth. However, challenges remain in the automotive, renewables, telecom, and consumer markets, with some financial impact from tariffs and interest expenses.

Company Guidance -

Q2 2026

In the call, Flex reported strong financial performance for the first quarter of fiscal year 2026, with revenues reaching $6.6 billion, reflecting a 4% year-over-year growth. The adjusted operating margin was 6%, and adjusted earnings per share (EPS) hit a record $0.72. The company's data center business is a significant growth driver, expected to grow by 35% year-over-year, contributing approximately $6.5 billion in revenue and representing 25% of total revenue. Flex's strategic focus on high-growth markets such as data centers and power, coupled with its advanced manufacturing capabilities, positions the company well for the future. For the full fiscal year 2026, Flex has updated its guidance, projecting revenues between $25.9 billion and $27.1 billion, with adjusted EPS ranging from $2.86 to $3.06. Despite potential challenges like tariffs, Flex remains confident in achieving its financial commitments, leveraging its global scale and supply chain expertise to adapt to evolving market demands.

Record Q1 Revenue and EPS

Flex reported Q1 revenue of $6.6 billion, up 4% year-over-year, and achieved a record adjusted EPS of $0.72, which is a 40% increase.

Strong Data Center Growth

The data center segment is expected to deliver approximately $6.5 billion in revenue, growing at least 35% year-over-year, representing 25% of total revenue.

Operational Efficiency and Margin Improvement

Gross margin improved to 9.1%, up 130 basis points, and operating margins increased by 120 basis points to 6%.

Increased Investment in Capacity and Technology

Flex acquired a new manufacturing site in Poland, doubling power capacity in Europe, and is investing in AI and advanced automation.

Positive Guidance Revision

Flex raised its FY '26 revenue guidance midpoint by approximately $600 million, with adjusted EPS expected between $2.86 and $3.06.

Flex (FLEX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

FLEX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2026 (Q2)	0.75 / -	0.64	―	―	―
Jul 24, 2025	2026 (Q1)	0.63 / 0.72	0.51	41.18% (+0.21)
May 07, 2025	2025 (Q4)	0.69 / 0.73	0.57	28.07% (+0.16)
Jan 29, 2025	2025 (Q3)	0.63 / 0.77	0.71	8.45% (+0.06)
Oct 30, 2024	2025 (Q2)	0.57 / 0.64	0.495	29.29% (+0.15)
Jul 24, 2024	2025 (Q1)	0.41 / 0.51	0.415	22.89% (+0.10)
May 01, 2024	2024 (Q4)	0.55 / 0.57	0.415	37.35% (+0.15)
Jan 31, 2024	2024 (Q3)	0.45 / 0.71	0.451	57.43% (+0.26)
Oct 25, 2023	2024 (Q2)	0.42 / 0.49	0.458	8.08% (+0.04)
Jul 26, 2023	2024 (Q1)	0.37 / 0.41	0.393	5.60% (+0.02)

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

FLEX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$53.80	$49.67	-7.68%
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%

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.

FAQ

When does Flex Ltd (FLEX) report earnings?

Flex Ltd (FLEX) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).

What is Flex Ltd (FLEX) earnings time?

Flex Ltd (FLEX) earnings time is at Oct 22, 2025, After Close (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 (Q2) is 0.75.

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