Flex Ltd Stock Price, News & Analysis

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.

Nextracker (Nasdaq: NXT) will hold a Capital Markets Day in Fremont, California on Wednesday, November 12, 2025, starting at 9:00 a.m. PT / 12:00 p.m. ET. Senior leadership will present the company’s investment-led growth strategy and long-term financial roadmap, followed by a live Q&A.

In-person attendance is by invitation only and includes an optional tour of the Center for Solar Excellence and R&D test field. A live webcast and a replay will be available on the Nextracker Investor Relations website.

Nextracker (Nasdaq: NXT) will announce its second quarter fiscal 2026 financial results after market close on Thursday, October 23, 2025.

The company will host a Q2 FY2026 earnings call the same day at 2:00 p.m. PT / 5:00 p.m. ET. A live webcast will be available at investors.nextracker.com, and the webcast replay plus supporting materials will be posted on the Nextracker investor relations website after the event.

Flex (NASDAQ: FLEX) has launched its new Modular Rack-Level Cooling Distribution Unit (CDU), expanding its data center cooling portfolio. The solution, developed by Flex subsidiary JetCool, delivers scalable cooling capacity up to 1.8 megawatts (MW) to support growing AI, HPC, and hyperscale workloads.

The modular system allows 2-6 CDUs per rack, operating at 1-1.5 LPM/kW, and enables data centers to start small and scale incrementally. Key features include flexible thermal loading, space efficiency, and integrated deployment capabilities. The company plans to release a dedicated in-row-CDU in April 2026 as part of its broader market coverage strategy.

Flex (NYSE:FLEX) has announced a strategic partnership with Renesas to develop next-generation power management solutions for AI workloads. The collaboration focuses on creating advanced board-mounted power solutions for CPUs, GPUs, FPGAs, ASICs, and accelerator cards.

The partnership will expand Flex's vertical power delivery (VPD) portfolio and integrate Renesas's smart power stages into high-efficiency DC/DC converters. Key features include maximized efficiency, improved transient response, and optimized thermal performance. The collaboration will also introduce two-phase power towers to Renesas's existing portfolio, with configurations supporting up to 32-phase power specifications.

Flex (NASDAQ: FLEX) has been named to TIME's World's Best Companies 2025 list for the third consecutive year. The recognition is based on the company's performance across three key dimensions: Employee Satisfaction, Revenue Growth, and Sustainability.

The prestigious ranking, compiled in partnership with Statista, evaluated companies from over 50 countries based on financial performance, workplace culture, and responsible business practices. The assessment included data collected from 200,000 participants.

Nextracker (Nasdaq: NXT) has announced the acquisition of Origami Solar in an all-cash transaction worth $53 million, including future contingent earnout consideration. The acquisition marks Nextracker's strategic expansion into the solar panel frame market.

Origami Solar specializes in roll-formed steel frame technology, offering a high-performance alternative to traditional aluminum frames. The technology promises enhanced durability, competitive costs, localized supply chains, and a reduced carbon footprint. The total addressable market for this technology is estimated at $750 million in the U.S. alone.

The acquisition brings Origami's dedicated panel frame design and engineering expertise to Nextracker, positioning the company to drive innovation in panel-tracker solutions and support rapid scaling with U.S.-based fabrication capacity already in place.