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].

Core Insights - Flex announced the expansion of its U.S. manufacturing capacity with a new 400,000-square-foot facility in Dallas focused on power products [2][3] - The new facility aims to enhance production capacity and efficiency for grid-to-chip data center power infrastructure solutions, including power pods, power distribution units, and low-voltage switchgear [2][4] - This strategic investment is driven by the rising power infrastructure demands due to AI adoption and aims to reduce production lead times for U.S. customers [2][4] Company Strategy - The Dallas facility will serve as a central hub for Flex's growing customer base, integrating technical power pod fabrication and assembly with utility-grade capabilities [3][4] - Following the acquisition of Crown Technical Systems in October 2024, the facility will enable faster and more efficient distribution for North American customers [3] - Flex is leveraging its proven track record of scaling power pod production in EMEA for its U.S. expansion [3] Market Demand - The acceleration of AI adoption is increasing the need for reliable, efficient, and scalable power infrastructure [4] - Flex's new facility positions the company to deliver next-generation power infrastructure solutions that maximize computing performance while reducing deployment times [4] - The expansion reinforces the company's commitment to scaling production to meet the increasing domestic demand for power solutions [4]

Core Points - Flex LNG Ltd. will trade ex-dividend of USD 0.75 per share on February 19, 2025, for shares traded on the Oslo Stock Exchange [1] - For shares traded on the New York Stock Exchange, the ex-dividend date is February 20, 2025, with a payment date around March 5, 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]

Core Viewpoint - Flex (FLEX) is currently positioned as a better value opportunity compared to Hoya Corp. (HOCPY) based on various valuation metrics and analyst outlooks [1]. Valuation Metrics - FLEX has a forward P/E ratio of 16.46, significantly lower than HOCPY's forward P/E of 34.11, indicating that FLEX may be undervalued [5]. - The PEG ratio for FLEX is 2.24, while HOCPY's PEG ratio is 2.41, suggesting that FLEX has a more favorable expected EPS growth rate relative to its valuation [5]. - FLEX's P/B ratio stands at 3.30, compared to HOCPY's P/B of 6.77, further supporting the notion that FLEX is a more attractive investment based on its market value relative to book value [6]. Analyst Outlook - FLEX holds a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while HOCPY has a Zacks Rank of 4 (Sell), reflecting a less favorable analyst outlook [3]. - The Value grade for FLEX is A, whereas HOCPY has a Value grade of F, highlighting the significant difference in perceived value between the two stocks [6].

Group 1 - Flex is currently outperforming its peers in the Computer and Technology sector with a year-to-date return of 12.4%, compared to the sector average of 1% [4] - The Zacks Rank for Flex is 2 (Buy), indicating a positive earnings outlook, with the consensus estimate for full-year earnings increasing by 8.9% over the past quarter [3] - Flex belongs to the Electronics - Miscellaneous Products industry, which is ranked 134 in the Zacks Industry Rank, and has outperformed the average industry return of 3.6% this year [5] Group 2 - BWX Technologies, another stock in the Computer and Technology sector, has a year-to-date return of 2.7% and also holds a Zacks Rank of 2 (Buy) [4][5] - The Electronics - Miscellaneous Components industry, to which BWX Technologies belongs, is ranked 138 and has gained 1.1% this year [6] - Both Flex and BWX Technologies are highlighted as stocks to watch for continued solid performance in the Computer and Technology sector [6]

Group 1 - Liquefied Natural Gas (LNG) has gained significant importance as a fuel source globally, particularly after Russia's invasion of Ukraine in early 2022, leading Europe to shift its sourcing away from Russia [1] - The trend of increasing LNG usage is expected to continue as countries seek alternative energy sources to enhance energy security [1] Group 2 - The article highlights the role of investment groups like Hidden Dividend Stocks Plus, which focus on identifying income opportunities with dividend yields ranging from 5% to 10% or more [1] - The investment strategy includes maintaining a portfolio of up to 40 holdings, providing research articles, a dividend calendar, and trade alerts to investors [1]