Flex (NASDAQ:FLEX) Schedules Q3 FY2026 Earnings Release and Conference Call
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Should l Buy FLEX?
Source: Newsfilter
- Earnings Release Schedule: Flex will announce its third quarter fiscal year 2026 financial results before the market opens on February 4, 2026, reflecting its ongoing performance in the global manufacturing sector.
- Conference Call Timing: The company will hold a conference call on the same day at 7:30 AM CT / 8:30 AM ET, providing analysts and investors an opportunity to gain insights into the financial results and future outlook.
- Live Webcast Availability: The earnings release will be available via a live webcast on Flex's investor relations website, ensuring global investors can access real-time information and enhance transparency.
- Replay and Supporting Materials: Following the earnings release, the investor relations website will host a replay of the webcast along with supporting materials, facilitating further analysis and decision-making for investors.
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Analyst Views on FLEX
Wall Street analysts forecast FLEX stock price to rise
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 62.600
Low
74.00
Averages
76.71
High
85.00
Current: 62.600
Low
74.00
Averages
76.71
High
85.00
About FLEX
Flex Ltd. is end-to-end manufacturing partner that helps brands design, build, deliver and manage products. Its capabilities include design and engineering, supply chain, manufacturing, post-production and post-sale services, and proprietary products. Its segments include Flex Agility Solutions (FAS) and Flex Reliability Solutions (FRS). The FAS segment consists of various end markets, such as Communications, Enterprise and Cloud, including data infrastructure, edge infrastructure and communications infrastructure; Lifestyle, including appliances, floorcare, smart living and power tools, and Consumer Devices, including mobile and high velocity consumer devices. The FRS segment consists of end markets, such as Automotive, including compute platforms, power electronics, motion, and interface; Health Solutions, including medical devices, medical equipment and drug delivery, and Industrial, including capital equipment, industrial devices, renewables, embedded and critical power.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Palantir Stock Plunge: Palantir Technologies Inc. (NASDAQ:PLTR) tumbled over 12%, reversing part of Tuesday's 6.9% surge, indicating investor concerns about the company's outlook, which may impact its future financing and market performance.
See More
Flex Reports Strong Q3 Results Exceeding Expectations
- Sales Growth: Flex reported net sales of $7.058 billion for Q3 FY2026, an 8% increase year-over-year, exceeding company guidance and demonstrating strong market demand and business resilience.
- Profitability Improvement: Adjusted EPS reached 87 cents, surpassing analyst expectations of 79 cents, while GAAP and adjusted operating margins hit record highs of 5.5% and 6.5%, respectively, reflecting successful cost control and operational efficiency.
- Strong Cash Flow: The company ended the quarter with $3.06 billion in cash and cash equivalents and generated free cash flow of $275 million, indicating solid financial health despite long-term debt of $3.76 billion, maintaining stable cash flow.
- Optimistic Outlook: Flex expects Q4 FY2026 net sales between $6.75 billion and $7.05 billion, with adjusted EPS of 83 to 89 cents, slightly below analyst estimates, but raised full-year adjusted EPS guidance to $3.21 to $3.27, showcasing confidence in future growth.
See More
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- Significant Revenue Growth: Flex Ltd. reported Q3 revenue of $7.1 billion, an 8% year-over-year increase, highlighting strong demand for data center solutions and reinforcing the company's market leadership in the AI era.
- Record Margin Improvement: Adjusted operating profit reached $460 million with an operating margin of 6.5%, up 40 basis points year-over-year, reflecting ongoing enhancements in cost control and operational efficiency.
- Increased Strategic Investments: The company expects fiscal year 2026 revenue between $27.2 billion and $27.5 billion, a $350 million increase from prior guidance, demonstrating management's confidence in future growth and continued investments in data center and industrial solutions.
- Robust Cash Flow: Q3 cash flow was $275 million, with inventory up 5% year-over-year, alongside $200 million in stock repurchases, indicating proactive capital management and commitment to shareholder returns.
See More
Flex Ltd. Reports Decrease in Q4 Net Income
- Net Income Decline: Flex Ltd. reported a net income of $239 million in Q4, down from $263 million last year, indicating challenges in profitability that may affect investor confidence.
- Earnings Per Share Changes: The company's earnings per share decreased from $0.67 to $0.64, although adjusted earnings per share rose to $0.87, reflecting a $0.10 improvement, suggesting enhanced profitability post-adjustments.
- Sales Growth: Q4 net sales reached $7.06 billion, up from $6.56 billion a year earlier, demonstrating an increase in market demand despite the overall decline in profitability.
- Future Outlook: The company anticipates Q4 2026 net sales to grow 8% to between $6.75 billion and $7.05 billion, with adjusted earnings per share expected to rise 8%, indicating a positive outlook for future performance.
See More
Flexpress Reports Q3 2023 Earnings Beat Expectations
- Strong Earnings Report: Flexpress's Q3 non-GAAP EPS of $0.87 exceeded expectations by $0.08, indicating a sustained improvement in profitability and reinforcing market confidence in the company's financial health.
- Revenue Growth: The company reported Q3 revenue of $7.06 billion, a 7.6% year-over-year increase, surpassing market expectations by $220 million, which demonstrates strong competitive momentum and boosts investor confidence.
- Future Guidance: For Q4 FY 2026, net sales guidance is set between $6.75 billion and $7.05 billion, with an expected midpoint growth of 8%, exceeding the consensus of $1.81 billion, reflecting the company's optimistic outlook for future performance.
- Adjusted Profit Margins: The FY 2026 adjusted EPS guidance is projected at $3.21 to $3.27, lower than the consensus of $3.68 but still indicating a potential growth of 22%, showcasing the company's ongoing efforts in cost control and profitability enhancement.
See More
Flex Reports Strong Q3 Results Exceeding Guidance
- Performance Exceeds Expectations: Flex reported net sales of $7.058 billion for Q3 FY2026, a 7.8% increase from $6.556 billion in the same quarter last year, demonstrating the strength of its diversified business model and solidifying its market position.
- Adjusted EPS Growth: The adjusted earnings per share for Q3 reached $0.87, up 12.9% from $0.77 a year ago, reflecting ongoing improvements in cost control and operational efficiency, which enhances investor confidence.
- Optimistic Future Outlook: Flex updated its FY2026 guidance, projecting net sales between $27.2 billion and $27.5 billion, with an adjusted operating margin of 6.3%, indicating strong confidence in future market demand that may attract more investor interest.
- Robust Free Cash Flow: The company generated $275 million in free cash flow during Q3, although down from $306 million a year prior, it still reflects effective cash management and capital allocation, supporting future investments and shareholder returns.
See More
