FLEX LTD.
No SEC Form 4 filings for $FLEX in the last 30 days.
See all $FLEX insider activity →Flex Ltd. (FLEX) shares fell 10.6% over the past month despite fiscal Q1 2027 results improving and full-year guidance being raised. CPI revenues rose 35% to $2.20B, adjusted EPS rose 38.9% to $1.00, and fiscal 2027 revenue guidance was lifted to $33.7-$35.2B. Debt and capex increased, and execution risk remains.
Flex Ltd. (FLEX) reported Q1 FY2027 revenue up 35% to $2.2B, driven by Cloud and Power Infrastructure. Adjusted operating margin rose to 6.7% and adjusted EPS to $1.00. The company raised FY2027 adjusted EPS guidance to $4.42-$4.74 and expects CPI growth of 45%-55% in Q2. Shares trade at 22.2x forward earnings versus a 5-year median of 12.6x, with higher capex and leverage.
Flex Ltd. plans to spin off its Cloud and Power Infrastructure (CPI) unit into a separate publicly traded company focused on AI data center power, compute, and thermal management. CPI was 24% of fiscal 2026 revenue and earned $2.20B in Q1 FY2027, up 35% YoY. Management expects CPI revenue growth of 65% to 75% in FY2027.
Over the past 7 days, alphai's AI scored 5 news stories mentioning FLEX (FLEX LTD.). Coverage has skewed bullish: 2 bullish, 3 neutral, and 0 bearish.
Recent FLEX coverage spans corporate actions, earnings and financial news.
Guidance upside is offset by higher leverage and weaker free-cash-flow conversion expectations, so near-term trading likely hinges on execution versus the raised bar.
Guidance and margin upgrades support the AI infrastructure thesis, but weaker cash conversion and higher debt raise execution and balance-sheet risk.
The spin-off reframes Flex’s AI infrastructure exposure into a dedicated CPI vehicle, potentially changing investor expectations for growth and capital intensity.
The $2.0 billion buyback authorization increases the likelihood of ongoing capital returns, potentially supporting downside and improving per-share metrics.
The filing confirms approvals for director re-election, auditor re-appointment, and key capital return authorizations (20% buyback mandate and up to $2.0B repurchase authorization).
alphai scores every news story that mentions FLEX with an AI model for sentiment and relevance, and aggregates insider trades from FLEX LTD.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Flex Ltd. (FLEX) shares fell 10.6% over the past month despite fiscal Q1 2027 results improving and full-year guidance being raised. CPI revenues rose 35% to $2.20B, adjusted EPS rose 38.9% to $1.00, and fiscal 2027 revenue guidance was lifted to $33.7-$35.2B. Debt and capex increased, and execution risk remains.
6 min readFlex Ltd. (FLEX) reported Q1 FY2027 revenue up 35% to $2.2B, driven by Cloud and Power Infrastructure. Adjusted operating margin rose to 6.7% and adjusted EPS to $1.00. The company raised FY2027 adjusted EPS guidance to $4.42-$4.74 and expects CPI growth of 45%-55% in Q2. Shares trade at 22.2x forward earnings versus a 5-year median of 12.6x, with higher capex and leverage.
6 min readFlex Ltd. plans to spin off its Cloud and Power Infrastructure (CPI) unit into a separate publicly traded company focused on AI data center power, compute, and thermal management. CPI was 24% of fiscal 2026 revenue and earned $2.20B in Q1 FY2027, up 35% YoY. Management expects CPI revenue growth of 65% to 75% in FY2027.
4 min readFlex Ltd. shareholders at its Aug. 5, 2026 AGM voted to re-elect directors, reappoint Deloitte & Touche LLP, approve executive compensation, and authorize share issuance and a mandate to buy up to 20% of outstanding ordinary shares. After the approvals, Flex’s board authorized management to continue repurchases up to a $2.0 billion cap under SEC Rule 10b-18.
3 min readFLEX LTD. (FLEX) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. flex-20260805 0000866374 false SG 0000866374 2026-08-05 2026-08-05 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reporte
2 min readFlex (Nasdaq: FLEX) named leadership for Flex and its planned independent SpinCo that will hold its Cloud and Power Infrastructure segment after an expected spin-off in Q1 2027. SpinCo roles include CEO Revathi Advaithi and CFO Kevin Krumm, plus other executives. Flex will have CEO Michael Hartung and a separate leadership team, with a search for a permanent Flex CFO.
2 min readThird Point Management’s Q2 2026 investor letter says its Offshore Fund returned 7.7% in Q2 2026. The firm added Flex Ltd. (NASDAQ:FLEX) after Flex announced it plans to separate its Cloud and Power Infrastructure (CPI) into an independent public company. The article cites FLEX closing at $6.34 on Aug. 3, 2026, with a 1-month return of -19.41% and 52-week gain of 48.05%.
6 min readFlex announced leadership appointments for Flex and its planned Cloud and Power Infrastructure spin-off, SpinCo, expected to become an independent publicly traded company in Q1 2027. SpinCo will be led by CEO Revathi Advaithi and CFO Kevin Krumm, among others. Flex will appoint CEO Michael Hartung and initiate a search for a permanent CFO.
2 min readFlex reported Q2 revenue of $7.93B versus $7.52B estimates and adjusted EPS of $1 versus $0.92, with full-year guidance at $34.45B revenue and $4.58 adjusted EPS at the midpoint. The company cited AI data center power and cooling demand, industrial automation growth, and progress on its planned SpinCo separation.
6 min readVanguard Capital Management reported in an SEC Schedule 13G that it beneficially owns 27,722,782 shares of Flex Ltd common stock, or 7.56% of the class. The filing says Vanguard has sole voting power over 3,712,808 shares and sole dispositive power over 27,722,782 shares, with no shared voting or dispositive power, according to the filing.
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