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Sentiment · FY2027 Q1
As of FY2026 Q4, the Tellvest earnings-call sentiment score for Flex Ltd. (FLEX) is 9/10.
Flex finished fiscal 2026 with a standout fourth quarter: revenue of $7.5 billion, up 17%, a record adjusted operating margin of 6.7% (up 50 basis points), and adjusted EPS of $0.93, up 27%. For the full year, revenue rose 8% to $27.9 billion and adjusted EPS climbed 25% to $3.30, with record free cash flow of about $1.1 billion. The headline was strategic: Flex announced it will spin off its Cloud and Power Infrastructure segment, which grew 38% to $6.6 billion in fiscal 2026 and exceeded its 35% target, into a separate public company by early calendar 2027, backed by a multiyear Google contract and other hyperscaler wins. Management introduced fiscal 2027 guidance of revenue of $32.3 billion to $33.8 billion (up 18%) and adjusted EPS of $4.21 to $4.51 (up 32%), alongside an elevated $1.4 billion to $1.6 billion CapEx plan to fund the CPI buildout that it expects to normalize in fiscal 2028.
Scored from Flex Ltd.’s FY2026 Q4 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $6.54B | -5.6% | $0.54 | +5.9% | 8.1% | 4.5% | 3.3% | $216M |
| FY2025 Q3 | $6.56B | +2.1% | $0.67 | +48.9% | 9.1% | 5.1% | 4.0% | $301M |
| FY2025 Q4 | $6.40B | +3.7% | $0.57 |
| -38.7% |
| 8.8% |
| 4.8% |
| 3.5% |
| $321M |
| FY2026 Q1 | $6.58B | +4.1% | $0.50 | +47.1% | 8.7% | 4.7% | 2.9% | $266M |
| FY2026 Q2 | $6.80B | +4.0% | $0.52 | -3.7% | 9.0% | 4.4% | 2.9% | $303M |
| FY2026 Q3 | $7.06B | +7.7% | $0.64 | -4.5% | 9.7% | 5.7% | 3.4% | $272M |
| FY2026 Q4 | $7.48B | +16.9% | $0.67 | +17.5% | 9.8% | 5.7% | 3.3% | $211M |
| FY2027 Q1 | $7.93B | +20.6% | $0.76 | +52.0% | 9.4% | 4.9% | 3.6% | $40M |