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Mar 31
Flex Q4 2025 Earnings Report
Flex reported strong Q4 2025 results with higher operating and net income versus the prior year.
Key Takeaways
Flex ended Q4 FY2025 with $6.4B in revenue, $305M in operating income, and $222M in net income. Adjusted EPS reached $0.73, marking continued growth momentum.
Flex
Flex
Forward Guidance
Flex expects Q1 FY2026 revenue between $6.0B and $6.5B, with adjusted EPS in the $0.58 to $0.66 range. FY2026 guidance points to sustained growth in earnings and sales.
Positive Outlook
- Q1 FY2026 revenue guided between $6.0B and $6.5B
- Adjusted operating income forecasted between $330M and $370M
- Q1 FY2026 adjusted EPS expected in range of $0.58 to $0.66
- FY2026 adjusted EPS outlook of $2.81 to $3.01
- Strong demand anticipated from data center customers
Challenges Ahead
- GAAP EPS expected to be lower than adjusted EPS due to stock-based comp and amortization
- Potential macroeconomic risks could affect FY2026 outlook
- Geopolitical and trade tensions remain a risk
- Possible impact from supply chain disruptions
- Labor and energy cost pressures may affect margins