Flex Ltd Stock Price, News & Analysis

Flex (NASDAQ: FLEX) published its 2025 sustainability report on October 30, 2025, disclosing 2024 performance against its 2030 goals and alignment with Global Reporting Initiative standards.

Key 2024 highlights: 43% decrease in absolute Scope 1 and 2 emissions vs. 2019, 32% of electricity from renewables, 47% of sites verified as zero waste, a 10% decrease in total case incident rate YoY, 58% of preferred suppliers with emission targets and 100% of specified customers with science‑based targets.

The report notes external recognition including an A‑ CDP climate score, Times/Statista World's Best Companies placement, and Ethisphere World's Most Ethical Company distinction for 2025.

Flex (NASDAQ: FLEX) reported Q2 FY2026 results for the period ended September 26, 2025: Net sales $6.8B (up 4%), GAAP operating margin 4.4%, GAAP EPS $0.52 (includes $41M, or $0.11, of costs from missile strike damage at a Ukraine facility) and Adjusted EPS $0.79 (record).

Cash provided by operations was $453M and free cash flow $305M. Management raised FY2026 guidance to $26.7B–$27.3B net sales, adjusted operating margin 6.2%–6.3%, and adjusted EPS $3.09–$3.17, citing strong data center demand in Power and Cloud.

Flex (NASDAQ: FLEX) announced a collaboration with NVIDIA to accelerate deployment of modular, energy-efficient AI factories at scale, emphasizing U.S. infrastructure demand on Oct 28, 2025. Flex will leverage its rack integration, grid-to-chip power and cooling products, and global manufacturing footprint to shorten lead times.

Key elements include a purpose-built 400,000 sq. ft. Dallas facility, a pilot using NVIDIA cuOpt and digital twins for capacity planning and logistics, and work on 800 VDC megawatt-scale rack power infrastructure.

Nextracker (Nasdaq: NXT) launched its NX Earth Truss foundation solution in Australia on October 28, 2025, backed by a grant from the Australian Renewable Energy Agency (ARENA).

The system targets hard or rocky soils for utility-scale solar, using the semi-autonomous NX Truss Driver to install foundations in a single pass, reduce labour needs, and minimize grading and vegetation disturbance. Australia is the first deployment outside North America. Nextracker cited >10 GW delivered or under construction in Australia since 2016 and highlighted local partnerships with Orrcon Steel and Baojia and Queensland Government support.

Nextracker (Nasdaq: NXT) reported Q2 FY26 revenue of $905 million, up 42% YoY, GAAP net income of $147 million, and adjusted EBITDA of $224 million (up 29% YoY). The company reported a record backlog of over $5 billion, launched NX PowerMerge eBOS products, acquired Origami Solar, and formed a Saudi JV. Nextracker ended the quarter with $845 million cash, no debt, and a new $1 billion unsecured revolving credit facility. Management raised FY26 revenue guidance to $3.275–$3.475 billion and adjusted EBITDA to $775–$815 million.

Abunayyan Holding and Nextracker (NASDAQ: NXT) agreed to form Nextracker Arabia, a Riyadh-based joint venture to manufacture and supply advanced solar trackers and yield-management systems across Saudi Arabia and the MENA region.

The JV will assume ownership of Nextracker’s existing Saudi manufacturing facility, combine Abunayyan’s regional infrastructure experience with Nextracker’s global solar-technology leadership, and localize sales, engineering, manufacturing and distribution. Launch is anticipated in Q1 2026 after formation of Saudi legal entities and satisfaction of closing conditions.

Flex (NASDAQ: FLEX) announced that its Manaus, Brazil site and plastics operations in Guadalajara, Mexico received Excellence Awards from the Association for Manufacturing Excellence on October 21, 2025. These two recognitions bring Flex's total AME‑honored sites to six, including facilities in Poland, Brazil (Jaguariúna), Malaysia (PTP), and China (Zhuhai).

AME cited Manaus for advanced information systems and sustainable manufacturing, and Guadalajara for a people‑first culture, problem‑solving, and advanced injection‑molding and traceability capabilities. The sites serve multiple end markets and showcase Flex's focus on continuous improvement, operational excellence, and digital-enabled manufacturing.

Flex (NASDAQ: FLEX) will release its second quarter fiscal 2026 results before market open on Wednesday, October 29, 2025. The company will host a conference call to discuss results the same day at 7:30 AM CT / 8:30 AM ET.

A live webcast will be available at investors.flex.com. A replay of the webcast and supporting materials will be posted on the investor relations website after the event.

Flex (NASDAQ: FLEX) announced a globally manufactured, fully integrated AI infrastructure platform on Oct 13, 2025 that combines power, cooling, compute, and services into pre‑engineered modular designs for gigawatt data centers.

The platform is designed to help operators deploy infrastructure up to 30% faster, supports 1MW racks and transition paths to 800VDC, includes a UL 1973–certified capacitive energy storage system, and offers a modular CDU delivering up to 1.8 MW capacity. Flex says prefabricated power pods and offsite assembly can cut weeks from construction and reduce build timelines from 12+ months to 6–12 months, supported by the company’s global manufacturing and services.