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]

Core Viewpoint - Flex is set to announce its third quarter fiscal year 2026 financial results on February 4, 2026, before market opening, followed by a conference call to discuss the results [1]. Group 1: Financial Results Announcement - The financial results will be announced before the market opens on February 4, 2026 [1]. - A conference call to discuss the results will take place at 7:30 AM CT / 8:30 AM ET on the same day [1]. Group 2: Webcast Information - A live webcast of the presentation will be available on the Flex investor relations website [2]. - A replay of the webcast and supporting materials will be accessible on the investor relations website after the event [2]. Group 3: Company Overview - Flex is a manufacturing partner that assists leading brands in designing, building, and managing products aimed at improving the world [3]. - The company operates in 30 countries, providing advanced manufacturing and supply chain solutions, innovative products, and lifecycle services [3]. - In the AI era, Flex is focused on accelerating data center deployment by addressing power, heat, and scale challenges with advanced technology [3].

Core Insights - Flex published its 2025 sustainability report, detailing its performance against 2030 sustainability goals for the calendar year 2024 [1][2] - The company's sustainability strategy emphasizes reducing environmental impact, uplifting communities, and fostering a safe work environment [1][2] Sustainability Performance - Flex achieved a 43% decrease in absolute scope one and two emissions from the 2019 base year [6] - 32% of electricity used was powered by renewable energy [6] - 47% of sites within scope are verified as zero waste [6] - There was a 10% decrease in total case incident rate year over year [6] - 58% of preferred suppliers had emission reduction targets, and 100% of specified customers had science-based targets [6][7] Recognition and Awards - Flex received an A- CDP Score for Climate and was listed on Times and Statista's World's Best Companies List for the second consecutive year [3] - The company was honored as a 2025 World's Most Ethical Company® by Ethisphere for the third straight year [3] - Awards were received for advancing sustainability with value chain partners, including a Supplier Pledge Award from HP and an Excellence in ESG award from Cisco [3] Company Overview - Flex operates as a manufacturing partner across 30 countries, providing advanced manufacturing and supply chain solutions [4] - The company is focused on accelerating data center deployment through innovative power and cooling technology [4]