Flex Ltd Stock Price, News & Analysis

Flex (NASDAQ: FLEX) reported strong Q4 and fiscal 2025 results, with Q4 net sales of $6.4 billion and GAAP net income of $222 million ($0.57 per share). For FY2025, the company achieved net sales of $25.8 billion and GAAP net income of $838 million ($2.11 per share). The company delivered record adjusted operating margins and its fifth consecutive year of double-digit adjusted EPS growth. Looking ahead to FY2026, Flex projects revenue between $25.0-26.8 billion and adjusted EPS of $2.81-3.01. The company continues to see strong demand from data center customers and is focusing on shifting its portfolio towards more profitable business segments.

Flex's JetCool has launched the SmartSense Coolant Distribution Unit (CDU), a liquid cooling solution designed for AI and high-performance computing. The system can cool up to 300kW in a single rack and over 2MW at the row level, operating with inlet temperatures above 60°C.

Key features include:

• Eliminates need for chillers
• Reduces energy and water consumption
• Compatible with JetCool's SmartPlate cold plates
• Maintains full processor utilization in high ambient environments

Flex supports the CDU with comprehensive services including commissioning, system validation, rapid parts fulfillment, and ongoing maintenance with integrated telemetry. The solution is being showcased at the 2025 OCP EMEA Summit in Dublin, demonstrating Flex's commitment to addressing data center cooling challenges in the AI era.

Flex (NASDAQ: FLEX) has expanded its data center power products manufacturing capacity at its Columbia, South Carolina facility. The 134,000 sq. ft. facility, along with a new 400,000 sq. ft. facility in Dallas, Texas, will produce critical power solutions including Databar, Power Distribution Units (PDUs), and Remote Power Panels (RPPs).

The expansion aims to meet increasing power infrastructure demands driven by AI adoption while reducing production lead times for U.S. data center operators. Since fiscal year 2024, Flex has expanded its global manufacturing footprint by over eight million square feet, including four new strategic locations primarily in the United States.

As of March 31, 2025, Flex's U.S. presence spans over 13 million square feet across 17 facilities. Combined with approximately nine million square feet in Mexico, Flex maintains one of North America's largest advanced manufacturing footprints.

Nextracker (NXT) has scheduled its fourth quarter and full-year fiscal 2025 financial results announcement for May 14, 2025, after market close. The company will host a conference call to discuss the results on the same day at 2:00 PM Pacific Time (5:00 PM Eastern Time).

Investors can access the live webcast through the company's investor relations website at investors.nextracker.com. Supporting materials and a webcast replay will be made available on the IR website following the event.

Flex (NASDAQ: FLEX) has achieved a remarkable milestone by winning two 2025 Automotive News PACE Awards, becoming the only company to receive multiple awards this year. The company was recognized for its Jupiter Compute Platform and Backup DC/DC Converter design platforms.

The Jupiter Compute Platform, powered by NVIDIA DRIVE AGX, is a scalable compute architecture supporting various applications from passenger cars to commercial vehicles. It enables Level 2+ advanced driver assistance systems to full autonomous driving capabilities. The platform has already demonstrated success with Torc Robotics' virtual driver software for autonomous trucking.

The Backup DC/DC Converter provides important power backup for drive-by-wire systems during emergencies, featuring 15-year operational capability with reduced standby power loss. Both innovations are being adopted by global automakers as essential components in the transition to software-defined vehicles and EV development.

Flex (NASDAQ: FLEX) has scheduled its fourth quarter and fiscal 2025 financial results announcement for Wednesday, May 7, 2025, before market opening. The company will host a conference call to discuss the results at 7:30 AM CT / 8:30 AM ET on the same day.

Investors can access the live webcast presentation through the Flex Investor Relations website at investors.flex.com. Supporting materials and a webcast replay will be made available on the IR website after the event concludes.

Flex (NASDAQ: FLEX) has announced the opening of a new product introduction (NPI) center near Boston, Massachusetts, dedicated to serving healthcare customers. The facility functions as a manufacturing gateway, offering end-to-end product development support from prototype to production.

The center includes an 8,000 sq. ft. NPI lab capable of running multiple lines simultaneously and a 2,000 sq. ft. quality and design validation testing lab. It will support various healthcare products, including surgical robotics, medical devices, medical technology systems, imaging equipment, and lab diagnostic equipment.

The facility features Flex's quality management system for healthcare and is expected to achieve ISO13485 certification by Q2 2025. This new center joins Flex's network of approximately 100 global sites, enabling seamless integration between design and manufacturing facilities across regions.

Torc has announced a collaboration with Flex (NASDAQ: FLEX) and NVIDIA to develop a scalable physical AI compute system for autonomous trucks. The partnership combines NVIDIA's DRIVE AGX technology with Flex's Jupiter compute platform and manufacturing capabilities to support Torc's market entry in 2027.

The physical AI system enables self-driving trucks to perceive and navigate surroundings in real-time using lidar, radar, and cameras. The platform was successfully validated through Torc's driverless product acceptance test on a closed course at highway speeds last year. The solution is built on the autonomous-ready Freightliner Cascadia and features a Software Defined Vehicle functionality that adapts to changing operational conditions.

The collaboration leverages NVIDIA DRIVE AGX with DRIVE Orin system-on-a-chip and DriveOS operating system, meeting Torc's requirements for size, performance, cost, and reliability while satisfying fleet customers' total cost of ownership targets for non-stop, long-haul driverless trucking integration.

Flex (NASDAQ: FLEX) has been named one of the 2025 World's Most Ethical Companies® by Ethisphere for the third consecutive year in the industrial manufacturing category. This recognition highlights the company's dedication to ethics, compliance, and governance practices.

The company is among 136 honorees across 19 countries and 44 industries in Ethisphere's 19th annual recognition program. A key feature of Flex's ethics program is its integrated compliance scorecard, which helps leaders assess performance, manage risks, and identify trends across global operations.

The selection process utilizes Ethisphere's Ethics Quotient®, requiring companies to provide over 240 proof points on various practices, including ethics and compliance, governance, cultural ethics, environmental and social impact, and value chain initiatives. The assessment involves detailed qualitative analysis by expert panels who evaluate applicants' ethical business practices.