Flex's earnings call highlighted strong growth in data center and improved margins. However, challenges in Reliability Solutions and consumer markets, along with tariff impacts, were notable concerns. Overall, Flex is executing well against its strategy, showing resilience in a dynamic macro environment.

Company Guidance

During Flex's First Quarter Fiscal 2026 Earnings Conference Call, the company reported robust financial performance, delivering revenue of $6.6 billion, marking a 4% year-over-year increase. The adjusted operating margin stood at 6%, with an adjusted earnings per share (EPS) of $0.72, setting a record for the first quarter. The data center business was highlighted as a significant growth driver, expected to generate approximately $6.5 billion in revenue, growing at least 35% year-over-year and constituting 25% of total revenue. Flex's global footprint, spanning over 49 million square feet, including advanced manufacturing capabilities in the U.S. and Mexico, was emphasized as a competitive advantage. The company's full-year guidance was updated with anticipated revenue between $25.9 billion and $27.1 billion, an adjusted operating margin of 6% to 6.1%, and adjusted EPS ranging from $2.86 to $3.06. The guidance reflects the company's confidence in managing tariffs and the dynamic macro environment, bolstered by its strategic focus on high-growth end markets and regionalization efforts.

Record Q1 Revenue and EPS

Flex reported a revenue of $6.6 billion for Q1 Fiscal 2026, up 4% year-over-year with an adjusted EPS of $0.72, marking a record Q1 for the company.

Strong Data Center Performance

Data Center business continues to grow with expectations of approximately $6.5 billion in revenue, growing at least 35% year-over-year, comprising 25% of total revenue.

Improved Margins

Gross margin improved to 9.1%, up 130 basis points. Operating margin increased to 6%, up 120 basis points year-over-year.

Successful Regionalization Strategy

Americas revenue rose to 49% in fiscal year '25, up from 38% in fiscal year '20, while Asia declined to 30%, down from 41% in the same period.

Strategic Capacity Expansion

Acquired a new manufacturing site in Poland to expand power capacity in Europe, doubling their output for reliable data center power.

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

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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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