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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, power, and cloud demand, with disciplined execution and portfolio shift toward higher-margin businesses.
Adjusted EPS hit a record $0.79, up 23% year-over-year; GAAP EPS was $0.52, impacted by $41M in costs from a missile strike at the Ukraine facility.
Adjusted operating income was $409M (6.0% margin), marking the fourth consecutive quarter above 6.0%.
Net income for the quarter was $199M; six-month net income rose to $391M, reflecting improved gross margins and operational execution.
Named to TIME's World's Best Companies List for the third consecutive year.
Financial highlights
Gross profit was $632M; gross margin improved to 9.3%, up 80–90 bps year-over-year.
Operating profit reached $409M (adjusted) and $296M (GAAP); operating margin was 6.0% (adjusted) and 4.4% (GAAP).
Free cash flow for Q2 was $305M; six-month free cash flow was $573M, with net CapEx of $148M for the quarter.
Repurchased $297M in stock (5.6M shares) in Q2; $544M in shares repurchased in the first half of FY26.
Cash and cash equivalents stood at $2.2B at quarter end; total debt was $3.7B.
Outlook and guidance
FY26 revenue guidance raised to $26.7–$27.3B, 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%.
Management expects current liquidity and capital structure to be sufficient for future commitments.
Robust data center and AI demand underpin the 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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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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