Flex Ltd. Q3 2026 Earnings Recap

Flex's third quarter fiscal 2026 showcased strong growth, with revenues reaching $7.1 billion—a year-over-year increase of 8%—and record adjusted EPS of $0.87, reflecting robust performance across diversified sectors.

Key Takeaways

• Adjusted operating margin improved to 6.5%, marking a record high due to effective cost management and a strategic shift toward higher-value products.
• Continued expansion in data center solutions driven by AI workloads, including partnership announcements with NVIDIA and LG for modular systems and thermal management.
• Strong demand in health solutions and industrial sectors, particularly in medical devices, automation, and semiconductor-related equipment, signaling broad-based momentum across the portfolio.