Risks and non-GAAP disclosures This presentation contains forward-looking statements within the meaning of U.S. securities laws, including statements related to our future financial results and our guidance for future financial performance (including expected revenues, operating income, margins and earnings per share). These forward-looking statements are based on current expectations, forecasts and assumptions involving risks and uncertainties that could cause the actual outcomes and results to differ mate ...

• Reported net sales of $7.1 billion, up 8% versus the prior year, exceeding our guidance. • Raising full-year net sales, adjusted operating margin and adjusted EPS guidance. • Delivered a record GAAP operating margin of 5.5%, and a record adjusted operating margin of 6.5%, our fifth consecutive quarter with an adjusted operating margin of 6% or greater. • Reported GAAP EPS of $0.64, and a record adjusted EPS of $0.87. P R E S S R E L E A S E EXHIBIT 99.1 FLEX REPORTS THIRD QUARTER FISCAL 2026 RESULTS Austi ...

Core Insights - Flex reported strong performance in the third quarter of fiscal year 2026, exceeding guidance across all metrics, driven by a diversified business model [2][5] - The company is confident in its role as a strategic enabler for customers in a complex and dynamic environment [2] Financial Performance - Reported net sales of $7.1 billion, an 8% increase compared to the prior year, surpassing guidance [5][6] - Achieved a record GAAP operating margin of 5.5% and a record adjusted operating margin of 6.5%, marking the fifth consecutive quarter with an adjusted operating margin of 6% or greater [5][6] - GAAP EPS was $0.64, while adjusted EPS reached a record of $0.87 [5][6] Fiscal Year 2026 Guidance - Updated guidance for fiscal year 2026 includes net sales projected between $27.2 billion and $27.5 billion, an increase from the previous range of $26.7 billion to $27.3 billion [4] - Adjusted operating margin guidance raised to 6.3% from a prior range of 6.2% to 6.3% [4] - Adjusted EPS guidance increased to a range of $3.21 to $3.27, up from $3.09 to $3.17 [4] Cash Flow and Capital Expenditures - Cash provided by operating activities was $420 million, with free cash flow reported at $275 million for the quarter [6][35] - The company continues to invest in growth, with net capital expenditures impacting cash flow [34][35] Operational Highlights - Flex's diversified business model spans multiple industries, including Data Center, which is crucial for its growth strategy [2][8] - The company is focused on advanced manufacturing and supply chain solutions, particularly in the AI era, addressing challenges in power, heat, and scale [8]

Key Takeaways Flex will report Q3 FY26 results Feb. 4, with consensus estimates at $6.81B in revenues and $0.79 in EPS.FLEX's data center business is a key growth driver, supported by AI infrastructure demand. Flex projects Q3 revenues of $6.65B-$6.95B and adjusted EPS of $0.74-$0.80 amid ongoing macro volatility.Flex Ltd (FLEX) is slated to report third-quarter fiscal 2026 results on Feb. 4.The Zacks Consensus Estimate for fiscal third-quarter revenues is pegged at $6.81 billion, which indicates an increas ...

​Flex Ltd. (NASDAQ:FLEX) is one of the High-Flying Tech Stocks to Buy. Wall Street has a positive outlook on the stock. Recently, on January 14, Melissa Fairbanks from Raymond James upgraded the stock from Hold to Buy with a $75 price target. Earlier on January 13, Tim Long from Barclays reiterated a Buy rating on Flex Ltd. (NASDAQ:FLEX) but lowered the price target from $78 to $71. ​Melissa from Raymond James noted that her positive outlook is based on the strong position of Flex in the cloud and AI inf ...

Company Overview - Flex LNG is a shipping company focused on the growing market for Liquefied Natural Gas (LNG) [2] - The fleet consists of thirteen LNG carriers, all equipped with state-of-the-art two-stroke propulsion systems (MEGI and X-DF) [2] - These modern ships provide significant improvements in fuel efficiency and a reduced carbon footprint compared to older vessels [2] Upcoming Financial Results - Flex LNG will release its unaudited financial results for the fourth quarter of 2025 on February 11, 2026, at approximately 07:00 CET (1:00 a.m. EST) [1] - A live video webcast will be held on the same day at 15:00 CET (9:00 a.m. EST) [1] - Presentation materials will be available on the company's website, and a replay of the webcast will also be accessible [2]

Core Insights - Cloudastructure, Inc. has successfully integrated autonomous drone technology into its mobile surveillance trailer, enhancing its AI-powered security capabilities [1][2] - The integration aims to extend mobile security into aerial surveillance, allowing remote guards to operate drones for securing large and complex environments [2][3] Company Developments - The new drone technology adds a layer of intelligent security, designed to protect critical infrastructure across various sectors, including industrial and commercial properties [2] - The integration is part of a broader strategy to create a unified AI-driven security ecosystem, combining mobile hardware and aerial visibility [4] Strategic Vision - Cloudastructure aims to integrate various security assets, including drones and robotics, into a cohesive AI-powered security platform, enhancing situational awareness and operational efficiency [4] - The company emphasizes a hardware-agnostic approach, allowing for scalable and deployable security solutions that adapt to real-world demands [4] Competitive Advantage - Cloudastructure's platform offers a significant cost advantage, with a potential reduction of up to 75% in Total Cost of Ownership compared to traditional systems [5] - The company provides a contract-free, month-to-month pricing model along with 24/7 support, making it an attractive option for enterprise businesses [5]

Core Insights - Flex Ltd. is recognized as one of the largest global electronics manufacturing services (EMS) companies, indicating its significant position in the industry [1]. Company Overview - The company has been a subject of interest for investors, particularly since the first article published in January 2024, suggesting ongoing developments or changes in its business strategy [1]. Industry Context - The EMS sector, where Flex operates, is characterized by its scale and the competitive landscape, which may present both opportunities and challenges for companies within this space [1].

Core Insights - Flex Ltd. is recognized as one of the largest global electronics manufacturing services (EMS) companies, indicating its significant position in the industry [1]. Company Overview - Flex Ltd. has been a subject of interest for investors, particularly since the first article on the company was published in January 2024, suggesting ongoing developments and potential investment opportunities [1].

Summary of Key Points from the Conference Call Industry Overview - The focus of the conference call was on the **data center and networking equipment market** for the years **2026/27** with insights from **650 Group** [1] Core Insights and Arguments - **AI-driven Networking and Compute Spend**: The outlook remains elevated, driven by new XPUs, 800G network upgrades, and continued investments in scaling technologies [2][3] - **Networking Vendors**: Companies like **Arista (ANET)** and **Celestica (CLS)** are well-positioned to benefit from the adoption of 800G networking by hyperscalers in 2026/27 [2][3] - **Meta's Investment**: It is expected that **Meta's** spending on networking will significantly increase in 2026/27 after two years of under-investment, benefiting partners like ANET, CLS, and **Cisco (CSCO)** [3] - **Ethernet Networking Adoption**: Wider adoption in **Microsoft AI clusters** is anticipated to start in 2027, with 2026 still focused on existing Infiniband infrastructure [3] - **Scale Across Demand**: There is robust demand for connecting more data halls across geographies, primarily driven by Ethernet, although Infiniband demand will persist [3] Additional Important Insights - **Connector and Cabling Growth**: A significant increase in connector and cabling content per rack is expected with the introduction of **Rubin/Rubin Ultra**, compared to **Blackwell**. This growth is attributed to rising product complexity and sophisticated pin designs, benefiting companies like **Amphenol (APH)** and **TE Connectivity (TEL)** [2][5] - **Long-term Growth in Optics**: There is a positive outlook for optics, with recent transactions like **Amphenol - CCS** indicating strong growth potential [5] - **Cooling Technology**: The industry is expected to become more efficient, with new cooling technologies needed at 1 MW [5] - **Hyperscaler Preferences**: Hyperscalers are likely to continue using a mix of best-in-breed and white-box solutions, while enterprises may prefer reference-design systems from vendors with strong channel presences [6] Company Recommendations - **Buy Ratings**: The following companies have been assigned buy ratings: - **Amphenol Corp.** (Buy, $154.22) - **Arista Networks Inc.** (Buy, $130.59) - **Celestica Inc.** (Buy, $313.53) - **Flex** (Buy, $66.59) - **TE Connectivity Plc** (Buy, $241.92) [13] This summary encapsulates the key points discussed during the conference call, highlighting the trends, company positions, and market outlook for the data center and networking equipment industry.