FLEX Q1 2026

Q4 2026 Q3 2026 Q2 2026 Q1 2026

Earnings

Flex delivered a standout first quarter of fiscal 2026, beating Wall Street expectations on both the top and bottom lines as surging demand across data center and power markets lifted results well above forecasts. The contract manufacturer posted adj… Read more Flex delivered a standout first quarter of fiscal 2026, beating Wall Street expectations on both the top and bottom lines as surging demand across data center and power markets lifted results well above forecasts. The contract manufacturer posted adjusted EPS of $0.72, clearing the consensus estimate of $0.64 by 13.24%, while revenue of $6.58 billion topped the $6.27 billion consensus by 4.91% and grew 4.1% from the year-ago quarter's $6.31 billion. The primary engine behind the outperformance was Flex's strategic pivot toward high-growth end-markets, with CEO Revathi Advaithi crediting the company's regionalized manufacturing footprint and integrated services model as key differentiators driving customer wins. Gross profit expanded meaningfully to $572 million from $471 million a year earlier, underscoring improving operational leverage. Encouraged by the momentum, management raised its full-year FY26 revenue guidance to a range of $25.90 billion to $27.10 billion and lifted adjusted EPS guidance to $2.86 to $3.06, with Q2 adjusted EPS expected between $0.70 and $0.78 on revenue of $6.50 billion to $6.80 billion.