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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Flex
Flex (FLEX) investor relations material
Flex Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy filing summary23 Oct, 2026
Executive summary
Supplement adds Guadalajara lease and site-services agreement forms plus the existing warrant, its amendment and a Spinco warrant form as annexes to materials for Proposal 2; other proxy terms remain unchanged.
The extraordinary shareholder meeting is scheduled for November 2, 2026; the supplement corrects the pre-amendment warrantholder name to Amazon.com NV Investment Holdings LLC.
Voting matters and shareholder proposals
Proposal 2 is the matter supplemented; the additional materials include forms of two long-term Guadalajara leases, two site-services agreements and warrant documents.
Related party transactions
After the distribution, subsidiaries are expected to enter two Guadalajara leases and two site-services agreements; lease forms cover premises, rent, terms, shared areas and maintenance, while service agreements cover facility, utility and site services.
Lease forms provide 25-year primary terms; FPL leases Buildings 3, 5 and 7, while FTM leases Buildings 27, 29, 31, 33 and 30% of Building 24.
The leases are gross leases: landlord bears property taxes, insurance and site/shared-area operating and maintenance costs, subject to specified tenant-caused costs and service charges.
Site-services agreements cover electricity and water distribution; service costs are generally usage-based pass-throughs without provider profit or margin, with additional capacity or requested expansions subject to agreed costs.
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Latest events from Flex
- EPC Power acquisition completed as shareholders consider a proposed infrastructure spin-off.FLEX
Proxy filing - EPC Power joins the business planned to become Axiom in early 2027, amid spin-off risks.FLEXProxy filing
- EPC Power acquisition closes ahead of a proposed Q1 2027 Axiom spin-off.FLEXProxy filing
- Spin-off proposals pair a pro rata SpinCo distribution with an amended Amazon warrant.FLEXProxy filing
- Proposed spin-off vote coincides with AI modules targeting up to 50% faster deployment.FLEXProxy filing
- A court- and shareholder-contingent spin-off would distribute 88%–94% of Axiom.FLEXProxy filing
- $2.0 billion preferred investment backs Axiom’s planned Spin-Off and EPC Power acquisition.FLEXProxy filing
- $3.3 billion acquisition financing ties repayment and availability to a proposed spin-off.FLEXProxy filing
- Shareholders to vote on tax-free spin-off, creating two focused public companies with new governance.FLEXProxy filing
Next Flex earnings date
Q2 202728 Oct, 2026
Flex
Next Flex earnings date
Q2 202728 Oct, 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.