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Flex

FLEX Q3 2026 Earnings

Reported Feb 4, 2026 at 7:10 AM ET · SEC Source

Q3 26 EPS

$0.87

BEAT +10.55%

Est. $0.79

Q3 26 Revenue

$7.06B

BEAT +3.21%

Est. $6.84B

vs S&P Since Q3 26

+175.7%

BEATING MARKET

FLEX +184.0% vs S&P +8.4%

Market Reaction

Did FLEX Beat Earnings? Q3 2026 Results

Flex delivered a strong fiscal third quarter, posting adjusted EPS of $0.87 against a consensus estimate of $0.79, a beat of 10.55%, while revenue of $7.06 billion cleared expectations by 3.21% and grew 7.7% year over year. The standout driver behind… Read more Flex delivered a strong fiscal third quarter, posting adjusted EPS of $0.87 against a consensus estimate of $0.79, a beat of 10.55%, while revenue of $7.06 billion cleared expectations by 3.21% and grew 7.7% year over year. The standout driver behind the outperformance was the company's Data Center vertical, which CEO Revathi Advaithi highlighted as central to Flex's positioning as a supply chain enabler in the AI era, with power, cooling, and scalable IT infrastructure solutions accelerating customer deployments. Adjusted operating margin reached 6.5%, which management described as a record, marking the fifth consecutive quarter at or above 6%. GAAP results were weighed down by a $19.00 million foreign tax charge and a $5.00 million asset impairment tied to a missile strike on the company's Ukraine facility. Looking ahead, Flex raised its full-year fiscal 2026 adjusted EPS guidance to $3.21 to $3.27 and lifted its net sales outlook to $27.20 to $27.50 billion, with analysts noting the AI data center shift as a key catalyst reshaping the company's growth trajectory.

Key Takeaways

  • • Diversified business model across industries including Data Center
  • • Record adjusted operating margin of 6.5%, fifth consecutive quarter at or above 6%
  • • 8% year-over-year net sales growth exceeding guidance
24/7 Wall St

FLEX YoY Financials

Q3 2026 vs Q3 2025, source: SEC Filings

“Our strong performance continued in the third quarter, with results exceeding our guidance across all metrics. This performance reflects the strength of our diversified business model across industries, including Data Center. As we look ahead, we are confident in our ability to serve as a strategic enabler for our customers as they navigate an increasingly complex and dynamic world.”

— Revathi Advaithi, Q3 2026 Earnings Press Release

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