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Jun 27, 2025
Flex Q1 2026 Earnings Report
Flex reported solid Q1 2026 results with strong revenue and improved profitability driven by high-growth end-markets.
Key Takeaways
Flex delivered $6.6 billion in Q1 2026 revenue, with GAAP net income of $192 million and adjusted net income of $274 million. The company continues to benefit from growth in data center and power markets, while maintaining disciplined cost management.
Revenue reached $6.6 billion, up from $6.3 billion in Q1 2025.
GAAP net income was $192 million, while adjusted net income increased to $274 million.
GAAP operating income rose to $311 million; adjusted operating income reached $395 million.
Strong demand in high-growth end-markets like data center and power contributed to performance.
Forward Guidance
Flex expects Q2 2026 revenue of $6.5–$6.8 billion and raised its FY26 EPS guidance, supported by continued demand in high-growth markets and benefits from recent acquisitions.
Positive Outlook
- Q2 2026 revenue guidance of $6.5–$6.8 billion.
- Q2 adjusted EPS guidance of $0.70–$0.78.
- Raised full-year FY26 adjusted EPS guidance to $2.86–$3.06.
- High-growth end-markets like data center and power continue to drive performance.
- Acquisitions contribute positively to revenue and margins.
Challenges Ahead
- Macroeconomic uncertainty may impact demand.
- Inflationary pressures could affect margins.
- Geopolitical risks, including trade tensions, may disrupt supply chains.
- Restructuring and integration costs remain elevated.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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