Flex Ltd Schedules Q3 FY2026 Earnings Release
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Should l Buy FLEX?
Source: Businesswire
Flex Ltd (NASDAQ:FLEX) has announced that it will release its third quarter fiscal year 2026 financial results on February 4, 2026, before the market opens. This earnings report will provide insights into the company's performance in the global manufacturing sector. Additionally, a conference call will be held on the same day at 7:30 AM CT / 8:30 AM ET, allowing analysts and investors to discuss the results and future outlook.
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Analyst Views on FLEX
Wall Street analysts forecast FLEX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FLEX is 76.71 USD with a low forecast of 74.00 USD and a high forecast of 85.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 58.830
Low
74.00
Averages
76.71
High
85.00
Current: 58.830
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.
Flex Ltd. Reports Record Q3 2026 Earnings Driven by Data Center Growth
- 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.
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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
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
Flex Ltd. Reports Record Q3 2026 Earnings Driven by Data Center Growth
- 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
Tech Selloff Continues, Market Sentiment Deteriorates
- Continued Tech Decline: The iShares Expanded Tech-Software Sector ETF (NYSE:IGV) fell for the seventh consecutive day, returning to levels last seen during the April 2025 tariff shock, indicating a severe lack of confidence in tech stocks.
- Nasdaq Index Drop: The Nasdaq 100 dropped 2.2% after a 1.7% decline on Tuesday, as investors aggressively rotated out of long-duration growth stocks into energy and materials, reflecting a risk-off sentiment in the market.
- Bitcoin Price Decline: Bitcoin (CRYPTO:BTC) slid 2.5% to around $73,000, marking its lowest level since early November 2024, fully erasing the post-Trump election rally, which highlights the risk-averse tone in the crypto markets.
- 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
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
