Flex Ltd. (FLEX)
Information Technology · Advanced manufacturing and supply chain solutions
Global advanced manufacturing and supply chain partner delivering end-to-end design, engineering, and production solutions for data centers, healthcare, industrial, automotive, and consumer electronics.
What Flex Ltd. does
Flex is a global end-to-end manufacturing and supply chain solutions provider serving diverse industries including data centers, healthcare, industrial, automotive, communications, and consumer products. The company operates through three segments: Integrated Technology Solutions (ITS) for communications and lifestyle products; Regulated Manufacturing Solutions (RMS) for industrial, automotive, and healthcare; and Cloud and Power Infrastructure (CPI) for data center cooling, compute systems, and power infrastructure. Flex provides design, engineering, manufacturing, supply chain management, and a portfolio of specialized power and cooling products across approximately 30 countries.
Themes: ["Cloud infrastructure","Data center expansion","AI infrastructure","Power electronics","Thermal management / cooling","Medical devices","Automotive electrification","Supply chain solutions","IoT and edge computing","Industrial automation"]
Fundamentals
- Price$139.94 as of 2026-07-09 close
- Market cap$52.6B as of 2026-07-10
- 1-year return+160.1% as of 2026-07-09 close
- P/E59.73 as of 2026-07-10
- Net margin+3.1% as of 2026-07-10
- Gross margin+9.4% as of 2026-07-10
- ROE+9.5% as of 2026-07-10
- Debt / equity0.73 as of 2026-07-10
- Revenue growth (YoY)+8.1% as of 2026-07-10
- Revenue CAGR (3y)-0.7% SEC XBRL
- Beta1.69 as of 2026-07-10
Key risks (from latest filing)
["Planned spin-off of Cloud and Power Infrastructure segment may not be completed on contemplated timeline or terms, with no guarantee of intended financial, strategic, and operational benefits","High customer concentration with top 10 customers accounting for 45% of net sales, creating revenue volatility risk if major customers reduce orders","Complex global manufacturing and supply chain operations across 30 countries subject to geopolitical, regulatory, and logistics disruptions"]
Competitors & peers
- Jaco Electronics
- Celestica (CLS)
- Sanmina (SANM)
- Plexus Corp (PLXS)
- Foxconn
- Wistron
- Pegatron
- Compal Electronics
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.