FLEX · Flex Ltd. · Earnings Call Transcripts & Audio
$108.46
-4.22 (-3.75%)
At close · Sep 10
Market Cap
$42.23B
Shares
369.40M
Flex Ltd. Earnings Call Transcripts
Quarterly earnings calls for Flex Ltd. (FLEX), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲17.2%
$7.30B
$232.00M
'23 Q2
22-10-26
▲9.6%
$7.25B
$230.00M
'23 Q3
23-01-25
▲1.9%
$6.98B
$142.00M
'23 Q4
23-05-10
▼1%
$6.89B
$186.00M
'24 Q1
23-07-26
▼5.1%
$6.93B
$228.00M
'24 Q2
23-10-25
▼11.5%
$6.42B
$197.00M
'24 Q3
24-01-31
▼11.7%
$6.17B
$395.00M
'24 Q4
24-05-01
▼8.4%
$6.31B
$139.00M
'25 Q1
24-07-24
▼5.6%
$6.54B
$214.00M
'25 Q2
24-10-30
▲2.1%
$6.56B
$263.00M
'25 Q3
25-01-29
▲3.7%
$6.40B
$222.00M
'25 Q4
25-05-07
▲4.1%
$6.58B
$192.00M
'26 Q1
25-07-24
▲4%
$6.80B
$199.00M
'26 Q2
25-10-29
▲7.7%
$7.06B
$239.00M
'26 Q3
26-02-04
▲16.9%
$7.48B
$250.00M
'26 Q4
26-05-06
LATEST
▲20.6%
$7.93B
$285.00M
'27 Q1
26-07-29
Conference
Investor event
2026-09-09
Flex Ltd. (FLEX) September 2026 Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY27 · Q1
2026-07-29
Flex Ltd. (FLEX) Q1 2027 Earnings Call Transcript
Confident tone
AI Infrastructure / Spinco positioning
Planned spin-off of CPI segment
Cerebras / JetCool product launches and Computex showcase
Revenue
$7.93B
▲ 20.6% YoY Diluted EPS
$0.76
▲ 52% YoY Gross margin
9.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-05-06
Flex Ltd. (FLEX) Q4 2026 Earnings Call Transcript
Confident tone
Data center / CPI growth outlook
Hyperscaler and customer wins
SPINCO spin-off
Revenue
$7.48B*
▲ 16.9% YoY Gross margin
9.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-02-04
Flex Ltd. (FLEX) Q3 2026 Earnings Call Transcript
Confident tone
Reliability Segment (Power, Industrial, Health)
Data Center / AI Infrastructure
Financial Performance / Margins
Revenue
$7.06B
▲ 7.7% YoY Diluted EPS
$0.64
▼ 4.5% YoY Gross margin
9.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2025-12-09
Flex Ltd. (FLEX) December 2025 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2025-10-29
Flex Ltd. (FLEX) Q2 2026 Earnings Call Transcript
Confident tone
Data Center Growth
AI Infrastructure Opportunity
Capital Allocation
Revenue
$6.80B
▲ 4% YoY Diluted EPS
$0.52
▼ 3.7% YoY Gross margin
9.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-07-24
Flex Ltd. (FLEX) Q1 2026 Earnings Call Transcript
Confident tone
Data Center Growth (Cloud & Power)
Automotive & Renewables Weakness
Margin Expansion & Profitability
Revenue
$6.58B
▲ 4.1% YoY Diluted EPS
$0.50
▲ 47.1% YoY Gross margin
8.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-05-07
Flex Ltd. (FLEX) Q4 2025 Earnings Call Transcript
Confident tone
Data Center Growth
Margins and Earnings Records
Tariffs and Trade
Revenue
$6.40B
▲ 3.7% YoY Diluted EPS
$0.57
▼ 38.7% YoY Gross margin
8.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-01-29
Flex Ltd. (FLEX) Q3 2025 Earnings Call Transcript
Confident tone
Data center / AI compute growth
Portfolio diversification and mix strategy
Margin expansion and profitability records
Revenue
$6.56B
▲ 2.1% YoY Diluted EPS
$0.67
▲ 48.9% YoY Gross margin
9.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-10-30
Flex Ltd. (FLEX) Q2 2025 Earnings Call Transcript
Confident tone
Power products and grid-to-chip strategy
Data center / cloud growth
Margin expansion and records
Revenue
$6.54B
▼ 5.6% YoY Diluted EPS
$0.54
▲ 5.9% YoY Gross margin
8.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-07-24
Flex Ltd. (FLEX) Q1 2025 Earnings Call Transcript
Positive tone
Power products / industrial
Cloud / data center AI demand
Automotive outlook and electrification
Revenue
$6.31B
▼ 8.4% YoY Diluted EPS
$0.34
▼ 17.1% YoY Gross margin
7.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-05-01
Flex Ltd. (FLEX) Q4 2024 Earnings Call Transcript
Positive tone
AI/cloud data center demand
Margin expansion and operating margin records
Automotive and EV/ICE agnostic portfolio
Revenue
$6.17B
▼ 11.7% YoY Diluted EPS
$0.93
▲ 200% YoY Gross margin
7.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-01-31
Flex Ltd. (FLEX) Q3 2024 Earnings Call Transcript
Positive tone
Core Flex Financial Performance
Macroeconomic / End Market Risks
AI / Hyperscale Data Center
Revenue
$6.42B
▼ 11.5% YoY Diluted EPS
$0.45
▼ 10% YoY Gross margin
6.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-10-25
Flex Ltd. (FLEX) Q2 2024 Earnings Call Transcript
Revenue
$6.93B
▼ 5.1% YoY Diluted EPS
$0.51
▲ 2% YoY Gross margin
7.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-07-26
Flex Ltd. (FLEX) Q1 2024 Earnings Call Transcript
Revenue
$6.89B
▼ 1% YoY Diluted EPS
$0.41
▲ 2.5% YoY Gross margin
6.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-05-10
Flex Ltd. (FLEX) Q4 2023 Earnings Call Transcript
Revenue
$6.98B
▲ 1.9% YoY Diluted EPS
$0.31
▲ 14.3% YoY Gross margin
6.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-01-25
Flex Ltd. (FLEX) Q3 2023 Earnings Call Transcript
Revenue
$7.25B
▲ 9.6% YoY Diluted EPS
$0.50
▲ 38.2% YoY Gross margin
6.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-10-26
Flex Ltd. (FLEX) Q2 2023 Earnings Call Transcript
Revenue
$7.30B
▲ 17.2% YoY Diluted EPS
$0.50
▼ 3.8% YoY Gross margin
7.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-07-27
Flex Ltd. (FLEX) Q1 2023 Earnings Call Transcript
Revenue
$6.96B
▲ 9.8% YoY Diluted EPS
$0.40
▲ 29.5% YoY Gross margin
7.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-05-04
Flex Ltd. (FLEX) Q4 2022 Earnings Call Transcript
Revenue
$6.85B
▲ 9.3% YoY Diluted EPS
$0.27
▼ 23.4% YoY Gross margin
7.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-01-26
Flex Ltd. (FLEX) Q3 2022 Earnings Call Transcript
Revenue
$6.62B
▼ 1.5% YoY Diluted EPS
$0.36
▲ 17.1% YoY Gross margin
7.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-10-27
Flex Ltd. (FLEX) Q2 2022 Earnings Call Transcript
Revenue
$6.23B
▲ 4.1% YoY Diluted EPS
$0.52
▲ 213.6% YoY Gross margin
7.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-07-29
Flex Ltd. (FLEX) Q1 2022 Earnings Call Transcript
Revenue
$6.34B
▲ 23.1% YoY Diluted EPS
$0.31
▲ 310% YoY Gross margin
7.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-05-05
Flex Ltd. (FLEX) Q4 2021 Earnings Call Transcript
Revenue
$6.27B
▲ 14.2% YoY Diluted EPS
$0.35
▲ 370% YoY Gross margin
8.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-01-28
Flex Ltd. (FLEX) Q3 2021 Earnings Call Transcript
Revenue
$6.72B
▲ 4% YoY Diluted EPS
$0.31
▲ 86.4% YoY Gross margin
7.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-10-29
Flex Ltd. (FLEX) Q2 2021 Earnings Call Transcript
Revenue
$5.99B
▼ 1.7% YoY Diluted EPS
$0.17
Gross margin
6.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-07-30
Flex Ltd. (FLEX) Q1 2021 Earnings Call Transcript
Revenue
$5.15B
▼ 16.6% YoY Diluted EPS
$0.08
▲ 11.1% YoY Gross margin
5.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-05-07
Flex Ltd. (FLEX) Q4 2020 Earnings Call Transcript
Revenue
$5.48B
▼ 11.9% YoY Diluted EPS
$0.08
Gross margin
6.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-01-30
Flex Ltd. (FLEX) Q3 2020 Earnings Call Transcript
Revenue
$6.46B
▼ 6.7% YoY Diluted EPS
$0.17
Gross margin
6.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2019-10-24
Flex Ltd. (FLEX) Q2 2020 Earnings Call Transcript
Revenue
$6.09B
▼ 8.6% YoY Diluted EPS
$-0.17
▼ 243.7% YoY Gross margin
3.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-07-25
Flex Ltd. (FLEX) Q1 2020 Earnings Call Transcript
Revenue
$6.18B
▼ 3.5% YoY Diluted EPS
$0.07
▼ 59.1% YoY Gross margin
5.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–31 of 31 earnings calls
Key facts
CIK
866374
CUSIP
Y2573F102
13F (30d)
505 filings
501 filers
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