Core Insights - Flex has been included in the TIME World's Best Companies 2025 list for the third consecutive year, highlighting its strong performance and commitment to sustainability [1] - The recognition reflects Flex's focus on employee satisfaction, revenue growth, and responsible business practices, evaluated through data collected from 200,000 participants [1] Company Overview - Flex is recognized as a manufacturing partner that aids a diverse customer base in designing and building products aimed at improving the world [2] - The company operates across 30 countries, leveraging a global workforce to deliver technology innovation, supply chain, and manufacturing solutions [2]

Group 1 - The data center market is a significant focus for Flex, representing nearly 20% of its revenue, with a total business of $4.8 billion last year [1] - Out of the $4.8 billion, $3.5 billion was related to assembly services, while $1.3 billion was attributed to power solutions [1] - The breadth of Flex's customer base in the data center sector is a key factor driving its growth and positioning in the market [1]

Core Insights - The data center market is a significant focus for Flex, representing nearly 20% of its revenue, with a total business of $4.8 billion last year [1] - The revenue breakdown indicates that $3.5 billion is derived from assembly services, while $1.3 billion comes from power solutions [1] - Flex's diverse customer base in the data center sector is a key factor in its growth and positioning within the market [1]

Core Viewpoint - The ongoing conflict between United Airlines and Spirit Airlines highlights the challenges faced by low-cost carriers, particularly Spirit, which is currently in bankruptcy and struggling with its business model and financial viability [1][3][6]. Company Analysis - United Airlines' CEO Scott Kirby has criticized the ultra-low-cost airline model, labeling it as a failed experiment and expressing skepticism about Spirit's ability to continue operations due to customer dissatisfaction [2][3]. - Spirit Airlines has filed for bankruptcy protection for the second time in a year, indicating ongoing financial instability and a failure to achieve a sustainable business model after a previous reorganization [3][8]. - Spirit's operational adjustments include discontinuing service to 11 U.S. cities to reduce cash burn, reflecting a strategic retreat from certain markets [6]. Financial Performance - Spirit Airlines reported total operating expenses of $1.2 billion in the latest quarter, which represented 118% of its quarterly revenue, indicating a significant cost structure issue [7]. - The financial troubles of Spirit Airlines have created opportunities for competitors like United Airlines to capture market share, as evidenced by United's recent ticket sales for new flights to cities where Spirit operates [4].

Summary of Flex Ltd. Conference Call Company Overview - **Company**: Flex Ltd. - **Industry**: Data Center, Automotive, Health Solutions, Networking Key Points Data Center Market - Flex's data center business is projected to grow from $4.8 billion to $6.5 billion, representing a **35% year-over-year growth** after a **50% growth** the previous year [4][5] - The data center revenue composition includes **$3.5 billion** from assembly and **$1.3 billion** from power [4] - Flex's customer base includes **hyperscalers**, colocation providers, and silicon vendors, with a focus on custom applications rather than standard platforms [7][18] - The company has established relationships with multiple hyperscalers, reducing customer concentration risk [7] - Flex's recent acquisition of **JetCool** enhances its entry into enterprise-level relationships, particularly in liquid cooling [11] Competitive Landscape - Flex competes with major players like **ABB**, **Eaton**, and **Vertiv** in critical power, but differentiates itself by offering integrated solutions that include embedded power and IT rack integration [20] - The company focuses on custom applications for hyperscalers that develop their own silicon, which require more tailored solutions [18] Financial Outlook - A recent warrant agreement with **Amazon** is seen as a strong endorsement of Flex's potential in the data center sector, although specific details remain undisclosed [13][14] - Flex aims for a **20% CAGR** over the next four to five years, with current growth rates exceeding expectations [14] Automotive Market - The automotive sector is facing challenges due to macroeconomic conditions and policy changes, but Flex remains optimistic about its power platform's adaptability to both **EV** and **hybrid** applications [28][29] - The shift towards **software-defined vehicles** is creating opportunities for Flex to provide centralized compute platforms that support automotive customers [31][32] - Flex's largest customer base remains in North America, followed by Europe and China, with a focus on innovation in the Chinese EV market [36][38] Health Solutions - The health solutions segment is currently flat, with expectations for recovery driven by strength in the devices business, particularly in **continuous glucose monitoring** [44][45] - Flex anticipates mid-single-digit growth in health solutions over the next few years, with optimism around drug delivery advancements [46][47] Networking and Manufacturing Trends - Flex is experiencing improvements in the networking sector, with a shift towards higher complexity manufacturing and regionalized production in response to changing market demands [40][41] - The company is investing in automation and data harmonization to enhance manufacturing efficiency, particularly in new regions like Mexico and the U.S. [58][59] Margin and Profitability - Flex has achieved a **6% margin**, which is a significant improvement from previous years, driven by a shift towards higher-margin businesses [64][65] - The company is focused on continuing to enhance its margin profile through strategic shifts in its portfolio [64] Conclusion - Flex Ltd. is positioned for strong growth across its data center and automotive segments, with a diversified customer base and a focus on integrated solutions. The company is adapting to market changes and investing in technology to maintain its competitive edge while improving profitability.

AUSTIN, Texas, Sept. 4, 2025 /PRNewswire/ -- Flex (NASDAQ: FLEX) has announced members of its leadership team will participate in the following upcoming investor conferences:J.P. Morgan Rising Tech Leaders ForumDate: Thursday, September 4, 2025Meetings only; no formal presentation or webcastGoldman Sachs 2025 Communacopia + Technology Conference Date: Tuesday, September 9, 2025Presentation time: 1:05pm PT / 3:05pm CTThe presentation will be available as a live webcast accessible through the Flex Investor Re ...

Core Points - Flex LNG Ltd. will trade ex-dividend of USD 0.75 per share on September 4, 2025, for shares on the Oslo Stock Exchange [1] - For shares traded on the New York Stock Exchange, the ex-dividend date is September 5, 2025, with payment scheduled for approximately September 18, 2025 [2] Company Overview - Flex LNG is a shipping company specializing in the Liquefied Natural Gas (LNG) market, operating a fleet of thirteen state-of-the-art LNG carriers [2] - The vessels utilize the latest generation two-stroke propulsion systems (MEGI and X-DF), which enhance fuel efficiency and reduce carbon footprint compared to older ship models [2]

Group 1 - Two Russian cruise missiles struck the U.S. company Flex's facility in Mukachevo, Ukraine, causing a large fire and injuring at least 15 people [1][3] - The Flex facility, established in 2012, employs thousands of workers and produces everyday items such as coffee machines [3] - Ukrainian President Zelensky emphasized the need for increased pressure on Russia for substantial negotiations, citing this attack as evidence that the situation remains unchanged [3]

Group 1 - Ukrainian President Zelensky reported a large-scale airstrike by Russian forces, involving 574 drones and 40 missiles targeting 14 locations in Ukraine, marking the largest attack since July 9 [1] - A U.S. electronics manufacturing company, Flex, was hit by Russian missiles in Mukachevo, resulting in at least 15 injuries. The factory has been operating in Ukraine for 13 years and employs over 2,600 people [2] - Zelensky emphasized that the attacked factory is a civilian enterprise producing everyday items, highlighting the ongoing nature of the conflict despite global efforts to halt it [3] Group 2 - President Trump suggested that Russia and Ukraine could enter peace negotiations without a prior ceasefire, citing his experience in resolving conflicts without preconditions [3][4] - Ukraine and the U.S. have a plan to produce 10 million drones annually over the next five years, with a total value of $50 billion, which will commence after a ceasefire [5] - Ukrainian special forces successfully targeted and injured a high-ranking Russian military officer, demonstrating ongoing military operations against Russian forces [6]

深夜突发。 据彭博社报道，当地时间8月21日凌晨4时40分左右，两枚俄罗斯巡航导弹击中美国伟创力公司设在乌克 兰穆卡切沃市的厂房。此次袭击引发大规模火灾，造成至少15人受伤。 当地时间8月21日消息，乌克兰总统泽连斯基在20日与记者的见面会上表示，关于乌克兰与俄罗斯举行 会晤的可能地点，乌方认为会晤地点应选择中立欧洲国家，如瑞士或奥地利，也不排除土耳其。但莫斯 科不可接受，布达佩斯目前也不现实。 图片来源：彭博社报道截图 据报道，乌克兰总统泽连斯基在社交媒体发文称："这是一家普通的民用企业，由美国投资设立，生产 咖啡机等日常用品。" 另据乌克兰《戈尔东》新闻网报道，遭袭的是美国电子制造业公司伟创力在乌克兰的工厂。该厂在乌克 兰已运行13年，占地5.5万平米，拥有2600多名员工。 泽连斯基：俄对乌再次发动大规模空袭 乌克兰总统泽连斯基21日在社交媒体发文称，20日晚至21日凌晨，俄军再次对乌克兰发动大规模空袭， 没有展现出结束战争的意愿。 泽连斯基称，俄军此次空袭涉及从乌南部扎波罗热州到西部沃伦州的多地，俄方"没有释放真正想要进 行有意义的谈判和结束这场战争的信号"。 乌克兰空军同日在社交媒体发文称，20日晚 ...