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Flex

FLEX Q2 2026 Earnings

Reported Oct 29, 2025 at 8:10 AM ET · SEC Source

Q2 26 EPS

$0.79

BEAT +4.35%

Est. $0.76

Q2 26 Revenue

$6.80B

BEAT +1.46%

Est. $6.71B

vs S&P Since Q2 26

+145.3%

BEATING MARKET

FLEX +153.3% vs S&P +8.0%

Market Reaction

Did FLEX Beat Earnings? Q2 2026 Results

Flex posted a strong second quarter of fiscal 2026, with adjusted EPS of $0.79 beating the $0.76 consensus by 4.35% and revenue of $6.80 billion coming in 1.46% ahead of estimates, up 4.0% from the year-ago period. The standout driver was surging dem… Read more Flex posted a strong second quarter of fiscal 2026, with adjusted EPS of $0.79 beating the $0.76 consensus by 4.35% and revenue of $6.80 billion coming in 1.46% ahead of estimates, up 4.0% from the year-ago period. The standout driver was surging demand in the company's Power and Cloud businesses, where data center buildout tied to AI infrastructure lifted results to the top end of prior guidance and pushed adjusted operating margin to 6.0% for the fourth consecutive quarter at or above that level. Free cash flow grew to $305.00 million from $219.00 million a year earlier, underscoring the operational discipline management has emphasized as it shifts the portfolio toward higher-margin work. The quarter did carry a notable charge, as a missile strike on Flex's Mukachevo, Ukraine facility resulted in a $41.00 million GAAP hit, reducing reported EPS by roughly $0.11. Looking ahead, Flex raised its full-year fiscal 2026 guidance, now targeting net sales of $26.70 billion to $27.30 billion and adjusted EPS of $3.09 to $3.17, reflecting continued confidence in its data center positioning.

Key Takeaways

  • • Strong data center demand in Power and Cloud businesses
  • • Continued disciplined execution driving margin expansion
  • • Portfolio shift toward higher-margin businesses
  • • Fourth consecutive quarter of adjusted operating margin at or above 6.0%
24/7 Wall St

FLEX YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings

“We achieved a record Q2, and we continue to execute with discipline and deliver value for customers across business segments. As we continue to shift our portfolio toward higher margin businesses, we remain confident in our data center position and ability to offer complete, integrated solutions to the world's leading technology companies as they navigate the AI era.”

— Revathi Advaithi, Q2 2026 Earnings Press Release

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