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FLEXBullishEarningsnews
High materiality9/10

Flex Reports $7.9B Q1, Raises FY27 Guidance Amid Spin-Off

Jul 29, 2026, 7:07 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Strong Q1 beat, upgraded FY27 guidance, and a clear spin-off plan create multiple near-term catalysts; investors may reward growth and operational leverage as SpinCo progresses and AI infra demand sustains.

AI summary

What happened, with direct paths to the underlying reporting

Flex reported Q1 FY2027 net sales of $7.9B, up 21% YoY, with GAAP margin of 4.9% and adjusted margin of 6.7%, and adjusted EPS of $1.00. Cash from operations was $276M and free cash flow $41M, reflecting $24M separation costs from the Cloud & Power spin-off. Updated FY2027 guidance and an Investor Day on Nov 10, 2026 signal stronger AI infrastructure exposure and value creation for Flex and its SpinCo.

  • Q1 net sales $7.9B, up 21% YoY.
  • GAAP margin 4.9%; adjusted margin 6.7%.
  • GAAP EPS $0.76; adjusted EPS $1.00 (record).
  • Investor Day on Nov 10, 2026.
  • Planned spin-off of Cloud & Power Infrastructure underway.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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