Flex Ltd. (FLEX) Earnings Call Transcripts

Flex Ltd.'s Latest Earnings Call - September 9, 2026

In the fiscal quarter ending September 2026, Flex Ltd. reported strong momentum in its RemainCo business, with double-digit growth in both the RMS and ITS segments. Revenue guidance for the RMS segment was raised to mid- to high-single digits, driven by high-value markets such as healthcare and industrial automation. The company also announced a significant acquisition of EPC Power for $4.4 billion, which is expected to enhance its capabilities in the data center sector. Overall, management signaled a commitment to maintaining growth and margin expansion post-spin, which is set to occur in early 2027.

Reported metrics

Guidance from management

Management maintained a positive outlook for revenue growth in high-value markets and expects to continue margin expansion post-spin. Specific guidance for RMS revenue growth was raised to mid- to high-single digits.

What management said

So we already do automation solutions and already do autonomous vehicles. We already have in our labs, the combination of the hybrid approach. I would say within the next year or 2, you'll see that on our production floor. -- full-blown humanoid, I would put it, 2-plus years out, Bill..

Yes, I think it depends on which role we're playing in the conversation, customer, supplier -- we have announced a partnership with Teradyne as a customer and a supplier. We've announced a supplier relationship with Amazon. We have standardized platforms inside the factory that we've also partnered with to develop more and new technologies. But I would say that right now, largely that market is based around warehouse...

What analysts pressed on

Analysts expressed concerns about the stability of the automotive segment and the potential impact of regulatory challenges on data center growth. There were questions regarding the sustainability of growth in the communications business amid a soft lifestyle segment.

Main topics on the call

• Revenue Growth in High-Value Markets — Flex expects RMS revenue to grow in the mid- to high-single digits, driven by high-value markets like healthcare, particularly in connected medical devices and drug delivery systems. Michael Hartung stated, "we're gettin...
• Acquisition of EPC Power — Flex announced the acquisition of EPC Power for $4.4 billion, which will enhance its capabilities in energy storage and data center solutions. Christopher Butler highlighted that EPC's products are in demand due to regul...
• Margin Expansion — Flex has expanded its margins from 5% to 5.7% over the past quarters and expects to continue this trend post-spin. Kevin Krumm noted, "we'll expect to continue to focus on earnings growth and margin expansion going forwa...
• Robotics and Automation Integration — Management emphasized the integration of AI with automation solutions as a key area for unlocking value. Hartung mentioned, "we're known for grinding out productivity each and every year in our factories," highlighting t...

Read the full Flex Ltd. transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 53 Flex Ltd. earnings call transcripts on record, spanning January 30, 2020 to September 9, 2026. Based on this history, Flex Ltd. reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

FLEX

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

53

First call

January 30, 2020

Most recent

September 9, 2026

Reporting cadence

quarterly