Core Points - Flex LNG Ltd. is set to present its first quarter 2025 results in a live video webcast on May 21, 2025, at 15:00 CEST (09:00 a.m. EST) [1] - A Q&A session will follow the webcast, with instructions for submitting questions provided at the beginning of the session [1] Access Information - The first quarter 2025 presentation can be accessed on Flex LNG's official website [2] - Contact information for further inquiries includes Mr. Knut Traaholt, Chief Financial Officer, with a provided telephone number and email address [2] - The presentation file is available for download through a specified link [2]

Company Information - Flex LNG Ltd. is a shipping company focused on the growing market for Liquefied Natural Gas (LNG) [4] - The company operates a fleet of thirteen state-of-the-art LNG carriers equipped with the latest generation two-stroke propulsion systems, which enhance fuel efficiency and reduce carbon footprint compared to older vessels [4] Cash Distribution Details - For the first quarter of 2025, Flex LNG will distribute $0.75 per share to shareholders [3] - The distribution will be made from the Company's Contributed Surplus Account [1] - The payment dates differ for NYSE and OSE shareholders: - NYSE: Payment date is June 20, 2025 [3] - OSE: Payment date is June 25, 2025 [3] - The last day including right for NYSE shareholders is June 5, 2025, and for OSE shareholders, it is June 4, 2025 [3] Settlement Cycle Changes - Starting May 28, 2024, the standard settlement cycle for transactions on the NYSE will change from T+2 to T+1, while the Oslo Stock Exchange will continue with T+2 [2] - This change may affect the timing of share movements between the two exchanges during the interim period [2]

Core Insights - JetCool, a Flex company, has introduced its next-generation SmartPlate™ System, a self-contained liquid cooling solution for select Dell PowerEdge systems [1][3] - The SmartPlate System offers significant performance and efficiency improvements, achieving an average total IT power savings of 15% in third-party thermal testing [2][3] Company Overview - JetCool specializes in direct-to-chip liquid cooling solutions aimed at AI and high-density computing applications, enhancing performance and energy efficiency [6] - As part of Flex, JetCool benefits from advanced manufacturing capabilities and a global footprint, enabling the deployment of liquid cooling solutions at any scale [3][5] Product Features - The SmartPlate System is fully sealed and eliminates the need for facility water, simplifying the adoption of liquid cooling in data centers [2][3] - The system is designed to improve thermal performance and power consumption, allowing for more compute per rack in environments without water hookups [3] Market Presence - JetCool's technology can be experienced at Dell Customer Solution Centers in Round Rock, Texas, and during Dell Technologies World 2025 in Las Vegas [4] - The company is positioned as a leader in advanced thermal management, trusted by top chipmakers, OEMs, and data centers [6]

Core Insights - The article compares Flex (FLEX) and Garmin (GRMN) to determine which stock is a better undervalued investment option for investors in the Electronics - Miscellaneous Products sector [1] Valuation Metrics - FLEX has a forward P/E ratio of 14.46, while GRMN has a forward P/E of 25.20, indicating that FLEX is more attractively priced [5] - The PEG ratio for FLEX is 1.60, compared to GRMN's PEG ratio of 2.22, suggesting that FLEX offers better value relative to its expected earnings growth [5] - FLEX's P/B ratio is 3.23, while GRMN's P/B ratio is 4.72, further supporting the notion that FLEX is undervalued [6] Analyst Outlook - FLEX holds a Zacks Rank of 2 (Buy), indicating a positive analyst outlook, while GRMN has a Zacks Rank of 4 (Sell), reflecting a less favorable view [3] - The stronger estimate revision activity for FLEX suggests a more favorable earnings outlook compared to GRMN [7] Value Grades - FLEX has a Value grade of A, while GRMN has a Value grade of D, highlighting the relative undervaluation of FLEX [6]

Core Viewpoint - Flex (FLEX) has shown strong year-to-date performance compared to the broader Computer and Technology sector, which has experienced negative returns [1][4]. Company Performance - Flex has returned 9.6% year-to-date, significantly outperforming the Computer and Technology sector's average return of -1.3% [4]. - The Zacks Consensus Estimate for Flex's full-year earnings has increased by 2.5% over the past quarter, indicating improved analyst sentiment and a stronger earnings outlook [3]. Industry Context - Flex is part of the Electronics - Miscellaneous Products industry, which consists of 34 companies and currently ranks 155 in the Zacks Industry Rank. This industry has seen an average gain of 6.8% year-to-date, further highlighting Flex's superior performance [5]. - In contrast, Bentley Systems, Incorporated, another stock in the Computer and Technology sector, has a year-to-date return of 2.7% and belongs to the Internet - Software industry, which has performed better with a 10.1% increase year-to-date [4][6].

Summary of Flex (FLEX) FY Conference Call - May 14, 2025 Company Overview - **Company**: Flex (FLEX) - **Industry**: Hardware and Networking Key Points Macro Environment and Guidance - The macroeconomic environment remains volatile, but demand in the data center business is strong, with a revenue of approximately $3.5 billion from cloud and $1.3 billion from power products and industrial units [4][6] - The automotive sector faces uncertainty in the near term, but long-term fundamentals are strong due to technology transitions like EV and hybrid vehicles [5][6] - Consumer-related businesses show stable demand, with potential growth from strategic partnerships in the lifestyle sector [6][7] - Health solutions are steady, with strong device sales but challenges in equipment [7] Tariff and Supply Chain Considerations - Companies are actively planning for potential macro impacts from tariffs, with heightened activity in supply chain robustness [8][10] - Flex has not included direct tariff impacts in its guidance but is prepared for drastic changes [11][12] - The company is experiencing increased customer inquiries about supply chain de-risking, indicating a broad-based concern across industries [15][16] Margin Improvement and Business Strategy - Flex has been focusing on improving margins by matching high-value customers with high-value locations, which has been a successful strategy over the past few years [19] - The EMS plus products plus services strategy aims to enhance margins by integrating more products and services into customer offerings [23][27] - Services revenue is growing faster than the company average, particularly in cloud and lifestyle sectors [33] Data Center Business Insights - The data center business is focused on addressing challenges related to power, heat, and scale, with significant growth expected in both power and cloud segments [35][44] - Flex has diversified its customer base in the data center sector, reducing reliance on any single hyperscaler [41][42] - The company is investing in liquid cooling technologies and has acquired JetCool to enhance its capabilities in this area [39][54] Competitive Landscape - Flex differentiates itself from traditional EMS players by offering both critical and embedded power solutions, which is not common in the industry [64][66] - The company is positioned to compete with established power product companies while leveraging its EMS capabilities [66] Future Growth Opportunities - Significant growth opportunities exist in the data center, health solutions, and automotive sectors, with a focus on premium brands in consumer-related businesses [70][72] - Flex is optimistic about long-term growth in agility and reliability businesses, particularly in the data center and health solutions sectors [74] Automation and Labor Market - Automation is a priority for Flex, with a focus on balancing automation with flexibility in manufacturing processes [75] - The company is investing in harmonizing data to optimize factories and enhance automation capabilities [76] Additional Insights - The company is actively working on integrating AI into its manufacturing processes to improve efficiency and productivity [76] - Flex's strategy includes a long-term goal of increasing the penetration of value-added services across all business units [34] This summary captures the essential insights and strategic directions discussed during the Flex FY Conference Call, highlighting the company's focus on growth, margin improvement, and adaptation to macroeconomic challenges.

Core Insights - Flex Ltd. reported strong fiscal full-year results, particularly highlighting significant growth in its data center segments, which has been positively received by the investing community [1]. Financial Performance - The company’s data center segments are experiencing rapid growth, contributing to overall positive fiscal results [1]. Investment Perspective - The results indicate a favorable outlook for long-term investors, especially those focused on a 5-10 year horizon, suggesting that Flex Ltd. may be a compelling option for a diversified portfolio that includes growth, value, and dividend-paying stocks [1].

Flex Ltd. (FLEX) reported fourth-quarter fiscal 2025 adjusted earnings per share (EPS) of 73 cents, which surpassed the Zacks Consensus Estimate by 5.8%. The bottom line compared favorably with 57 cents posted in the prior-year quarter.Revenues increased 3.7% year over year to $6.4 billion. Also, it beat the consensus mark by 2.7%. The uptick was driven by strong demand across its data center, networking and automotive power electronics.For fiscal 2026, the company anticipates sustained strong demand from i ...

Flex (FLEX) Q4 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Thank you for standing by. Welcome to Flex's Fourth Quarter and Fiscal Year twenty twenty five Earnings Conference Call. Presently, all participants are in a listen only mode. After the speakers' remarks, there will be a question and answer session. As a reminder, this call is being recorded. I will now turn the call over to Mr. David Rubin. You may begin. Speaker1 Thank you, Melissa. Good morning, welcome to Flex's fourth quarter and fisca ...

Q4 FY25 Earnings Presentation Quarter End: March 31, 2025 Earnings Announcement: May 7, 2025 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 invo ...