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Flex (FLEX) investor relations material
Flex Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary29 Oct, 2025
Executive summary
Q2 FY26 revenue reached $6.8B, up 4% year-over-year, driven by strong data center and power demand, with robust execution across segments.
Adjusted EPS hit a record $0.79, up 23% year-over-year; GAAP EPS was $0.52, impacted by $41M in Ukraine missile strike costs.
Raised full-year revenue guidance by $500M to $26.7–$27.3B, reflecting confidence in continued momentum and robust demand in cloud and AI.
Maintained focus on higher-value, technology-driven businesses, especially in data center, cloud, and power, with ongoing portfolio shift to higher-margin segments.
Named to TIME's World's Best Companies List for the third consecutive year.
Financial highlights
Adjusted gross profit was $632M (9.3% margin), up from $554M (8.5% margin) year-over-year.
Adjusted operating income reached $409M (6.0% margin), up from $358M (5.5% margin) year-over-year.
Free cash flow for Q2 was $305M; net capital expenditures were $148M (2% of revenue).
Repurchased $297M in stock (5.6M shares) in Q2; $544M in ordinary shares in the first half of FY26.
Six-month net sales were $13.4B, with six-month free cash flow of $573M.
Outlook and guidance
FY26 revenue expected at $26.7–$27.3B, up $500M from prior midpoint, with adjusted operating margin of 6.2–6.3% and adjusted EPS of $3.09–$3.17.
Q3 FY26 guidance: revenue $6.65B–$6.95B, adjusted operating income $405M–$435M, adjusted EPS $0.74–$0.80.
Free cash flow conversion target remains above 80%.
Robust data center demand and stable supply of semiconductors and components underpin outlook.
Detail Flex's AI data center solutions
Progress on higher-margin portfolio shift?
Update on Ukraine facility recovery efforts
What drives data center growth beyond 35% target?
Is 6%+ operating margin sustainable beyond FY26?
What conditions enable auto segment growth?
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Next Flex earnings date
Q3 202628 Jan, 2026
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Frequently asked questions
Flex Ltd is a global manufacturing and supply chain solutions company that designs, engineers, and manufactures products across various industries. Its services include product design, component sourcing, logistics, and after-market support for sectors such as automotive, healthcare, industrial, and consumer electronics. The company operates through a flexible, outsourced manufacturing model. The company is headquartered in Singapore, and its shares are listed on the NASDAQ.
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