Flex to Announce Q4 Earnings on May 6th
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy FLEX?
Source: seekingalpha
- Earnings Announcement: Flex is set to release its Q4 earnings on May 6th before market open, with a consensus EPS estimate of $0.88, reflecting a 20.5% year-over-year increase, and a revenue estimate of $6.97 billion, up 8.9% year-over-year, indicating strong profitability and growth potential.
- Historical Performance: Over the past two years, Flex has consistently beaten both EPS and revenue estimates 100% of the time, showcasing its robust performance against analyst expectations and bolstering investor confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen four upward revisions with no downward adjustments, while revenue estimates have experienced three upward revisions and one downward, reflecting analysts' optimistic outlook on the company's future performance, which could drive stock price increases.
- Strategic Acquisition Plans: Flex plans to acquire Electrical Power Products for $1.1 billion, a move that not only enhances its product portfolio but also potentially provides new revenue growth avenues, further solidifying its market position.
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Analyst Views on FLEX
Wall Street analysts forecast FLEX stock price to fall
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 91.840
Low
74.00
Averages
76.71
High
85.00
Current: 91.840
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 to Announce Q4 Earnings on May 6th
- Earnings Announcement: Flex is set to release its Q4 earnings on May 6th before market open, with a consensus EPS estimate of $0.88, reflecting a 20.5% year-over-year increase, and a revenue estimate of $6.97 billion, up 8.9% year-over-year, indicating strong profitability and growth potential.
- Historical Performance: Over the past two years, Flex has consistently beaten both EPS and revenue estimates 100% of the time, showcasing its robust performance against analyst expectations and bolstering investor confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen four upward revisions with no downward adjustments, while revenue estimates have experienced three upward revisions and one downward, reflecting analysts' optimistic outlook on the company's future performance, which could drive stock price increases.
- Strategic Acquisition Plans: Flex plans to acquire Electrical Power Products for $1.1 billion, a move that not only enhances its product portfolio but also potentially provides new revenue growth avenues, further solidifying its market position.
See More
Flex Completes Acquisition of EP² to Enhance Power Control Capabilities
- Acquisition Completed: Flex has announced the completion of its acquisition of Electrical Power Products, Inc., which enhances its Critical Power platform and supports customized power control solutions for utility and data center customers.
- Market Expansion: With over 35 years of industry experience, EP² provides engineered-to-order power control and protection systems, further strengthening Flex's competitive position in grid modernization and electrification.
- Manufacturing Capability Boost: The acquisition integrates EP²'s manufacturing facilities into Flex's Embedded and Critical Power business, enhancing its manufacturing presence in the Midwest and supporting U.S. reshoring initiatives.
- Strategic Importance: Flex CEO Revathi Advaithi stated that this acquisition not only strengthens the company's power portfolio but also addresses the growing demand for resilient electrical infrastructure, reflecting the company's long-term strategic vision in the power industry.
See More
Flex Acquires Electrical Power Products, Enhancing Critical Power Portfolio
- Acquisition Completed: Flex announced on May 4, 2026, the completion of its acquisition of Electrical Power Products, Inc. (EP²), which enhances Flex's Critical Power portfolio by providing customized power control and protection solutions for utility and data center customers.
- Market Impact: The addition of EP² enables Flex to deliver scalable power control solutions amidst growing demands for grid modernization, electrification, and data center expansion, thereby solidifying its position in the utility and power generation markets.
- Manufacturing Capability Boost: EP²'s headquarters and manufacturing facilities in Iowa will be integrated into Flex's Embedded and Critical Power business, enhancing Flex's manufacturing scale in the U.S. and supporting its reshoring initiatives.
- Long-term Growth Potential: CEO Revathi Advaithi stated that this acquisition not only strengthens the company's electrical infrastructure capabilities but also addresses the increasing demand for resilient power infrastructure, driving long-term growth for Flex.
See More
Analysis of Flex and Starbucks Stock Performance
- Flex Ltd. Breakout Performance: Since April 9, Flex Ltd. has seen a 21% increase in stock price, currently trading at $91, driven by the AI hardware boom, with its data center segment growing 50% year-over-year, indicating strong market demand and improved profitability.
- Technical Analysis and Support Levels: Josh highlighted that the 50-day moving average at $70.47 serves as a critical support level; as long as the stock remains above this, investors can hold, suggesting ongoing growth potential in the data center sector.
- Starbucks Earnings Turnaround: Starbucks' new CEO announced this quarter as a turning point, with revenue up 9% year-over-year, global comparable sales up 6%, and EPS up 22%, signaling positive momentum in the company's recovery efforts.
- Strategic Importance of Transaction Growth: Starbucks U.S. transaction volume increased by 4% year-over-year, the highest since 2021, indicating that the company is not solely relying on price increases but is also achieving growth through increased transaction volume, enhancing its competitive position in the market.
See More
Analysis of IJH ETF's 52-Week Price Fluctuations
- Price Range Analysis: The IJH ETF's 52-week low is $55.68 per share, with a high of $74.0342, and the latest trade at $72.11 indicates stability near the high, potentially attracting investor interest.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides valuable insights for investors, helping to assess market trends and potential buying opportunities.
- ETF Unit Trading Mechanism: ETFs trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding focuses on those experiencing notable inflows (new units created) or outflows (old units destroyed), assessing their impact on underlying assets and market dynamics.
See More
Flex and Teradyne Expand Collaboration for Intelligent Automation
- Expanded Partnership: Flex and Teradyne Robotics are enhancing their collaboration, with Flex deploying Teradyne's robotic solutions in its production facilities while manufacturing key robotics components, thereby accelerating intelligent automation across global manufacturing.
- Technological Integration: By deploying Universal Robots and Mobile Industrial Robots' collaborative and autonomous mobile robots in its production environments, Flex combines manufacturing with real-world application to provide continuous operational feedback, validating scalable robotics technologies and expediting the replication of successful automation workflows.
- Industry Leadership: The partnership builds on over 20 years of experience in semiconductor equipment delivery, leveraging Teradyne's leading robotics technologies alongside Flex's advanced manufacturing capabilities to address the increasing complexity and scale requirements of modern production operations.
- Intelligent Automation Applications: By integrating emerging physical AI technologies, Teradyne Robotics and Flex are advancing next-generation intelligent automation applications aimed at enhancing adaptability, flexibility, and operational resilience in production environments, ultimately improving productivity and efficiency across global manufacturing facilities.
See More
Flex to Announce Q4 Earnings on May 6th
- Earnings Announcement: Flex is set to release its Q4 earnings on May 6th before market open, with a consensus EPS estimate of $0.88, reflecting a 20.5% year-over-year increase, and a revenue estimate of $6.97 billion, up 8.9% year-over-year, indicating strong profitability and growth potential.
- Historical Performance: Over the past two years, Flex has consistently beaten both EPS and revenue estimates 100% of the time, showcasing its robust performance against analyst expectations and bolstering investor confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen four upward revisions with no downward adjustments, while revenue estimates have experienced three upward revisions and one downward, reflecting analysts' optimistic outlook on the company's future performance, which could drive stock price increases.
- Strategic Acquisition Plans: Flex plans to acquire Electrical Power Products for $1.1 billion, a move that not only enhances its product portfolio but also potentially provides new revenue growth avenues, further solidifying its market position.
See More
Flex Completes Acquisition of EP² to Enhance Power Control Capabilities
- Acquisition Completed: Flex has announced the completion of its acquisition of Electrical Power Products, Inc., which enhances its Critical Power platform and supports customized power control solutions for utility and data center customers.
- Market Expansion: With over 35 years of industry experience, EP² provides engineered-to-order power control and protection systems, further strengthening Flex's competitive position in grid modernization and electrification.
- Manufacturing Capability Boost: The acquisition integrates EP²'s manufacturing facilities into Flex's Embedded and Critical Power business, enhancing its manufacturing presence in the Midwest and supporting U.S. reshoring initiatives.
- Strategic Importance: Flex CEO Revathi Advaithi stated that this acquisition not only strengthens the company's power portfolio but also addresses the growing demand for resilient electrical infrastructure, reflecting the company's long-term strategic vision in the power industry.
See More
Flex Acquires Electrical Power Products, Enhancing Critical Power Portfolio
- Acquisition Completed: Flex announced on May 4, 2026, the completion of its acquisition of Electrical Power Products, Inc. (EP²), which enhances Flex's Critical Power portfolio by providing customized power control and protection solutions for utility and data center customers.
- Market Impact: The addition of EP² enables Flex to deliver scalable power control solutions amidst growing demands for grid modernization, electrification, and data center expansion, thereby solidifying its position in the utility and power generation markets.
- Manufacturing Capability Boost: EP²'s headquarters and manufacturing facilities in Iowa will be integrated into Flex's Embedded and Critical Power business, enhancing Flex's manufacturing scale in the U.S. and supporting its reshoring initiatives.
- Long-term Growth Potential: CEO Revathi Advaithi stated that this acquisition not only strengthens the company's electrical infrastructure capabilities but also addresses the increasing demand for resilient power infrastructure, driving long-term growth for Flex.
See More
Analysis of Flex and Starbucks Stock Performance
- Flex Ltd. Breakout Performance: Since April 9, Flex Ltd. has seen a 21% increase in stock price, currently trading at $91, driven by the AI hardware boom, with its data center segment growing 50% year-over-year, indicating strong market demand and improved profitability.
- Technical Analysis and Support Levels: Josh highlighted that the 50-day moving average at $70.47 serves as a critical support level; as long as the stock remains above this, investors can hold, suggesting ongoing growth potential in the data center sector.
- Starbucks Earnings Turnaround: Starbucks' new CEO announced this quarter as a turning point, with revenue up 9% year-over-year, global comparable sales up 6%, and EPS up 22%, signaling positive momentum in the company's recovery efforts.
- Strategic Importance of Transaction Growth: Starbucks U.S. transaction volume increased by 4% year-over-year, the highest since 2021, indicating that the company is not solely relying on price increases but is also achieving growth through increased transaction volume, enhancing its competitive position in the market.
See More
Analysis of IJH ETF's 52-Week Price Fluctuations
- Price Range Analysis: The IJH ETF's 52-week low is $55.68 per share, with a high of $74.0342, and the latest trade at $72.11 indicates stability near the high, potentially attracting investor interest.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides valuable insights for investors, helping to assess market trends and potential buying opportunities.
- ETF Unit Trading Mechanism: ETFs trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding focuses on those experiencing notable inflows (new units created) or outflows (old units destroyed), assessing their impact on underlying assets and market dynamics.
See More
Flex and Teradyne Expand Collaboration for Intelligent Automation
- Expanded Partnership: Flex and Teradyne Robotics are enhancing their collaboration, with Flex deploying Teradyne's robotic solutions in its production facilities while manufacturing key robotics components, thereby accelerating intelligent automation across global manufacturing.
- Technological Integration: By deploying Universal Robots and Mobile Industrial Robots' collaborative and autonomous mobile robots in its production environments, Flex combines manufacturing with real-world application to provide continuous operational feedback, validating scalable robotics technologies and expediting the replication of successful automation workflows.
- Industry Leadership: The partnership builds on over 20 years of experience in semiconductor equipment delivery, leveraging Teradyne's leading robotics technologies alongside Flex's advanced manufacturing capabilities to address the increasing complexity and scale requirements of modern production operations.
- Intelligent Automation Applications: By integrating emerging physical AI technologies, Teradyne Robotics and Flex are advancing next-generation intelligent automation applications aimed at enhancing adaptability, flexibility, and operational resilience in production environments, ultimately improving productivity and efficiency across global manufacturing facilities.
See More
