Core Viewpoint - Omega Flex, a leading producer of flexible metal hose and piping products, is currently facing significant challenges, with declining revenue and earnings per share (EPS) over the past three years, leading to a nearly 70% drop in stock price while the S&P 500 has increased by more than 25% [3]. Company Overview - Founded 50 years ago and went public 20 years ago, Omega Flex holds over 100 patents and has experienced a compound annual growth rate (CAGR) of 9% in revenue and 19% in EPS from 2011 to 2021 [2]. Recent Performance - The company's revenue and EPS have declined as follows: - 2022: Net sales growth of (3%), EPS growth of (10%) - 2023: Net sales growth of (11%), EPS growth of (12%) - 2024: Net sales growth of (4%), EPS growth of (14%) [6]. Market Conditions - The housing market, crucial for Omega Flex's growth, has been negatively impacted by elevated interest rates, leading to a decline in sales and profits [5][7]. - New U.S. housing starts in February were at 1.5 million, reflecting an 11.2% increase from January but a 2.9% decline year-over-year [7]. Valuation Metrics - Omega Flex's stock trades at 23 times its trailing earnings, the lowest price-to-earnings ratio since 2016, but still not considered a bargain compared to historical levels [9][10]. - The forward dividend yield is 3.3%, with only 72% of free cash flow spent on dividends, indicating potential for future payout increases [10]. Investment Outlook - Current recommendations suggest holding the stock for existing investors, while new investors may find it not cheap enough to consider a value stock yet, although dividends may limit downside potential [11].

Core Insights - Flex has opened a new product introduction (NPI) center near Boston, Massachusetts, aimed at serving healthcare customers by facilitating end-to-end product development from prototype to production [2][3] - The NPI center enhances Flex's existing capabilities in healthcare, providing integrated manufacturing solutions that improve product launch efficiency and quality [3][5] - The center is designed to support a variety of healthcare products, including surgical robotics and medical devices, featuring specialized labs for design validation and quality testing [3][4] Company Overview - Flex operates approximately 100 global sites, allowing for efficient collaboration between design and manufacturing facilities [5] - The company aims to assist healthcare firms in navigating complexities in the product lifecycle, from design to service, thereby enhancing patient care [5][6] - Flex's NPI center is expected to achieve ISO13485 certification by the second quarter of 2025, ensuring compliance with stringent medical product standards [4]

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AUSTIN, Texas, March 11, 2025 /PRNewswire/ -- Flex (NASDAQ: FLEX) announced today its recognition as one of the 2025 World's Most Ethical Companies® by Ethisphere, a global leader in defining and advancing the standards of ethical business practices. This marks the third consecutive year the company has been honored in the industrial manufacturing category for its commitment to ethics, compliance, and governance."Congratulations to Flex for achieving recognition as one of the World's Most Ethical Companies® ...

Core Insights - Omega Flex, Inc. (OFLX) reported a decline in earnings and sales for the fourth quarter of 2024, with EPS at 46 cents, down from 48 cents year-over-year [2] - The company's net sales for the quarter were $27 million, a decrease of 4.2% from $28.1 million in the prior-year quarter, attributed to lower sales unit volumes due to a slowdown in housing starts [2][4] - Full-year net sales for 2024 were $101.7 million, marking an 8.8% decline from $111.5 million in 2023, with net income falling to $18 million, a 13.2% decrease from $20.8 million in 2023 [6] Financial Performance - Fourth-quarter net income fell 4.2% year-over-year to $4.7 million from $4.9 million [2] - Full-year EPS decreased to $1.78 from $2.06 in 2023 [6] - The profit decline was influenced by higher operating costs, including increased salary-related expenses and travel costs [3] Market Conditions - CEO Dean W. Rivest indicated that the company faced challenges from a suppressed market environment, particularly due to declining housing starts, which negatively impacted demand for its products [4] - Management acknowledged persistent market headwinds throughout 2024 without specifying major strategic shifts [4] Dividend Information - On December 5, 2024, the board declared a quarterly dividend of 34 cents per share, payable on January 7, 2025, to shareholders of record as of December 19, 2024 [5] - Future dividend levels will be determined based on financial performance, capital expenditure plans, and potential acquisition opportunities [5]

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 technology including the latest generation 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 steam and four-stroke propelled vessels [2] Recent Activities - Flex LNG participated in one-on-one investor meetings at the Deutsche Bank 2025 Virtual Shipping Seminar [1] - The company is also hosting additional investor meetings at DNB's Energy & Shipping Conference 2025 [1] - A presentation related to these meetings is available on the company's website [1]

Core Viewpoint - Flex reported strong Q3 fiscal 2025 earnings, with adjusted EPS of 77 cents, exceeding estimates by 20.3% and showing a year-over-year increase from 54 cents [2] Financial Performance - Revenues for Q3 fiscal 2025 rose 2.1% year-over-year to $6.6 billion, surpassing consensus estimates by 5.5% [2] - Non-GAAP gross margin expanded by 150 basis points to 9.3%, while non-GAAP operating income increased to $399 million from $314 million in the prior year [5] - Selling, general & administrative expenses increased by 17.6% year-over-year to $241 million [7] Segment Performance - The Flex Reliability Solutions Group maintained stable revenues at $3 billion, with strength in power and medical devices offsetting automotive sector challenges [3] - The Flex Agility Solutions Group saw revenues increase by 4% to $3.6 billion, driven by robust demand in cloud and consumer-related markets [4] Cash Flow and Share Repurchase - Cash and cash equivalents stood at $2.31 billion, while long-term debt was $3.15 billion as of December 31, 2024 [8] - The company generated $413 million in cash flow from operating activities and repurchased $200 million worth of stock during the quarter [8][9] Future Outlook - For Q4 fiscal 2025, Flex expects revenues between $6 billion and $6.4 billion and adjusted earnings of 65-73 cents per share [10] - The company raised its fiscal 2025 revenue guidance to between $25.4 billion and $25.8 billion, up from the previous range of $24.9 billion to $25.5 billion [12] - Adjusted earnings per share for fiscal 2025 are now projected to be between $2.57 and $2.65, an increase from earlier estimates [12] Market Sentiment - Consensus estimates for Flex have trended upward, with a 7.02% shift in estimates over the past month [13] - Flex holds a Zacks Rank 2 (Buy), indicating expectations for above-average returns in the coming months [15]

Core Viewpoint - Flex LNG Ltd has filed its annual report on Form 20-F for the year ended December 31, 2024, with the U.S. Securities and Exchange Commission, highlighting its operational and financial performance in the growing LNG market [1]. Company Overview - Flex LNG is a shipping company specializing in the Liquefied Natural Gas (LNG) sector, 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 significantly enhance fuel efficiency and reduce carbon footprint compared to older ship models [2]. - Flex LNG is publicly traded on both the New York Stock Exchange and the Oslo Stock Exchange under the ticker FLNG [2]. Report Availability - The annual report can be downloaded from the company's website and is also accessible on the SEC's website [2]. - Shareholders can request a hard copy of the complete audited financial statements at no charge [2]. Contact Information - For further inquiries, shareholders can contact Knut Traaholt, Chief Financial Officer of Flex LNG Management AS, via telephone or email [2].

Core Viewpoint - Flex Ltd. has demonstrated resilience in a volatile market, achieving a 38.7% gain over the past year, significantly outperforming the Zacks Electronics - Miscellaneous Products industry's decline of 37% [1] Group 1: Stock Performance - Flex's stock has risen 19.6% in the past six months, outperforming the S&P 500 composite's growth of 18.2% [1] - The stock closed at $38.58, down from its 52-week high of $45.10, raising questions about potential buying opportunities [2] Group 2: Growth Drivers - The company is experiencing strong momentum in data center, medical devices, and consumer-related markets, with a 45% year-over-year growth in the data center business driven by AI [3] - Flex anticipates a long-term compound annual growth rate (CAGR) of 20% for its data center business [3] Group 3: Strategic Expansion - On February 20, 2025, Flex announced a new 400,000-square-foot manufacturing facility in Dallas, enhancing its production capabilities for power products [4] - The company has made several key acquisitions, including Bose facilities and Nextracker, to expand its market presence in various sectors [5] - Recent acquisitions, such as FreeFlow and JetCool Technologies, are aimed at enhancing Flex's capabilities in sustainability and data center solutions [6] Group 4: Earnings Estimates - Analysts have raised earnings estimates for the current quarter by 6.2% and for the next year by 2.5% [7] - Flex's optimistic outlook includes projected revenues of $25.4-$25.8 billion and adjusted EPS of $2.57-$2.65 for fiscal 2025 [9] Group 5: Investment Outlook - Flex is rated as a Zacks Rank 2 (Buy), indicating strong fundamentals and potential for further appreciation [10]

Core Viewpoint - Flex Ltd. is significantly expanding its U.S. manufacturing capacity with a new 400,000-square-foot facility in Dallas, aimed at enhancing its power product manufacturing capabilities, particularly for data-center power infrastructure solutions [1][3]. Group 1: Expansion and Strategic Investments - The new Dallas facility will improve production efficiency and reduce lead times for U.S. customers, addressing the rising demand for robust power infrastructure driven by the adoption of artificial intelligence (AI) [2][3]. - This expansion is part of Flex's broader strategy to grow its U.S. footprint and meet the increasing domestic demand for advanced power solutions [3]. - Flex's acquisition of Crown Technical Systems for $325 million enhances its power portfolio and strengthens its presence in the U.S. data-center and utility-power markets [4]. - The acquisition of JetCool Technologies, a leading liquid cooling provider, further bolsters Flex's offerings for data centers, addressing challenges related to power, heat, and scalability in the AI era [5]. Group 2: Market Performance and Growth Projections - In the fiscal third quarter, Flex's data-center business experienced a 45% year-over-year growth, with a long-term compound annual growth rate (CAGR) of 20% anticipated for the data center sector [7]. - Flex's innovative power products and services are enhancing customer satisfaction, positioning the company favorably for the ongoing technology shift from grid to chip and from cloud to edge [7]. - The company has issued an optimistic outlook for fiscal 2025, expecting revenues between $25.4 billion and $25.8 billion, and adjusted EPS in the range of $2.57 to $2.65 [8]. Group 3: Stock Performance - Flex currently holds a Zacks Rank 2 (Buy), with shares gaining 32.1% over the past six months, contrasting with a 34.2% decline in the Electronics - Miscellaneous Products industry [9].