Flex (FLEX) Q3 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 4, 2026 astatine 8:42 AM CST 27 min read

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Wednesday, February 4, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Revathi Advaithi

• Chief Financial Officer — Kevin Krumm

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Revathi Advaithi: Thanks, Michelle. Good morning, and convey you for joining america today. As you know, this is an breathtaking clip for Flex. There's a batch happening here. Our portfolio is continuing to evolve. I look guardant to sharing with you wherever we are headed. But let's commencement with the quarter. So opening connected Slide four, we had different exceptional 4th delivering results supra our guidance crossed each metrics. Revenue came successful astatine $7.1 billion, up 8% versus past year, and adjusted operating borderline was 6.5%. It was yet different 4th supra 6%. We reported adjusted EPS of $0.87, up 13%, and that was different grounds for Flex. This show reflects the spot of our differentiated concern model.

Let's commencement with information halfway first. As you each know, there's tremendous complexity successful the information halfway deployment and the marketplace needs an ecosystem of integrated products, capabilities, technologies, and services. Flex's holistic attack is resonating with customers, enabling them to physique astatine the scale, speed, and prime demanded by the AI era, portion drafting connected Flex's much than 5 decades of acquisition navigating large exertion shifts crossed industries. The maturation we're seeing successful information centers is being driven by rapidly expanding compute and AI workloads, and those demands are present to stay. As customers proceed to scale, complexity increases. Every plan prime has downstream implications crossed the ecosystem and requires a systems-level approach.

This is wherever Flex is uniquely positioned to help. Our information halfway portfolio is built astir 3 tightly connected capabilities: compute integration, cooling, and power. At the aforesaid time, scaling IT infrastructure adds further layers of complexity. To standard effectively, power, cooling, and IT infrastructure indispensable beryllium designed to determination unneurotic and accommodate arsenic technologies and workloads evolve. While galore companies code idiosyncratic elements of this ecosystem, precise fewer tin integrate each 3 successful a cohesive and end-to-end way. This quarter, we reinforced that enactment done respective milestones.

We announced the improvement of modular information halfway systems with NVIDIA, reimagining deployment for velocity and scale, arsenic good arsenic a concern with LG to beforehand thermal absorption solutions designed for gigawatt-scale information centers. We besides deployed our precocious rack-level vertically integrated liquid cooling astatine the Equinix co-innovation facility, demonstrating these capabilities successful real-world environments. In addition, we introduced the caller AI infrastructure platform, the archetypal globally manufactured information halfway level to integrate power, cooling, compute, and services into a modular design. This is susceptible of accelerating deployment timelines by up to 30%.