Flex Ltd. filings document the regulatory record of a Singapore-incorporated advanced manufacturing company with ordinary shares listed on Nasdaq under FLEX. Recent Forms 8-K report operating and financial results, Regulation FD disclosures, material agreements, governance matters and capital-structure updates tied to the company's manufacturing, supply chain, product design, lifecycle services and power infrastructure activities.
The filing record also includes disclosures on registered debt and equity securities, automatic shelf registration activity, prospectus supplements, senior notes due 2032 and 2035, and warrant issuance connected with commercial arrangements. These documents record Flex's ordinary-share structure, Exchange Act reporting status, financing activity and material-event exhibits associated with its operating portfolio.
FMR LLC, a Delaware entity, reports beneficial ownership of 19,530,636.28 shares of FLEX LTD common stock, representing 5.3% of the class as of June 30, 2026. FMR LLC has sole voting power over 19,289,621.89 shares and sole dispositive power over 19,530,636.28 shares, with no shared voting or dispositive power.
Abigail P. Johnson, a U.S. citizen, is also a reporting person, showing sole dispositive power over the same 19,530,636.28 shares but no voting power. One or more other persons have rights to receive dividends or sale proceeds from these securities, but no such person holds more than five percent of FLEX LTD’s outstanding common stock. The holdings were acquired and reported through FMR LLC and its subsidiaries, which are identified in an attached exhibit.
Flex Ltd reported first‑quarter fiscal 2027 net sales of $7,928 million, up from $6,575 million a year earlier, driven by growth in Integrated Technology Solutions, Regulated Manufacturing Solutions, and Cloud and Power Infrastructure. Net income rose to $285 million and diluted EPS to $0.76 as gross margin improved to 9.4%.
Operating cash flow was $276 million, yielding free cash flow of $41 million after $236 million of capital expenditures. Flex completed the $1,187 million acquisition of Electrical Power Products, Inc. within the CPI segment and recorded a $46 million gain on the sale of a non‑strategic North American business.
Long‑term debt increased to $5,219 million, while cash and cash equivalents were $2,840 million and a $2,750 million revolving credit facility remained undrawn. Flex is incurring separation costs for the planned spin‑off of the CPI segment, expected in the first quarter of calendar 2027, subject to required approvals.
Vanguard Capital Management reports beneficial ownership of 27,722,782 shares of Flex Ltd common stock, representing 7.56% of the class. Vanguard has sole voting power over 3,712,808 shares and sole dispositive power over all 27,722,782 shares, with no shared voting or dispositive power.
The filing notes that these securities are held across Vanguard Capital Management LLC and certain affiliates, including various Vanguard entities, for investment funds and managed accounts. While those underlying clients have rights to dividends and sale proceeds, no single other person has an interest in more than 5% of the class through these holdings.
Flex Ltd. updated its plan to spin off its cloud and power infrastructure business into an independent, publicly traded company in the first calendar quarter of 2027, subject to Board of Directors approval and other customary conditions. The company expects the transaction to be tax-free for U.S. federal income tax purposes but highlights numerous regulatory, execution, and market risks that could affect completion and outcomes.
The update centers on leadership appointments for both entities. SpinCo’s expected team includes Revathi Advaithi as Chief Executive Officer, Bill Watkins as Non-Executive Chairman, and Kevin Krumm as Chief Financial Officer, along with other senior operating leaders. Flex’s post-spin leadership is expected to be led by Michael Hartung as Chief Executive Officer, with Advaithi serving as Non-Executive Chairman for a transitional period. Krumm will remain Flex CFO until the separation and then move to SpinCo, while Flex searches for and plans to appoint a new permanent CFO before completion. Flex and SpinCo plan to file a proxy statement on Schedule 14A and a Form 10, respectively, and investors are urged to read these SEC materials when available.
Flex Ltd. reported strong first quarter fiscal 2027 results for the period ended June 26, 2026. Net sales were $7.9 billion, up 21% versus the prior year, with GAAP operating income of $392 million and a 4.9% operating margin. Non-GAAP operating income was $534 million, for a 6.7% adjusted operating margin.
GAAP net income was $285 million, or $0.76 per diluted share, while non-GAAP net income was $374 million and record adjusted EPS was $1.00. Cash provided by operating activities totaled $276 million, and free cash flow was $41 million, reflecting higher capital spending and separation costs related to the planned spin-off of the Cloud and Power Infrastructure segment.
Flex raised its fiscal 2027 outlook, guiding to net sales of $33.7–$35.2 billion and adjusted EPS of $4.42–$4.74, both above prior ranges, with adjusted operating margin expected between 7.0% and 7.2%. For the second quarter, guidance calls for net sales of $7.95–$8.25 billion and adjusted EPS of $1.00–$1.07.
BlackRock, Inc. reports its passive ownership position in Flex LTD common stock on an amended Schedule 13G. As of June 30, 2026, BlackRock and certain of its business units beneficially owned 28,531,620 shares of Flex common stock, representing 7.8% of the outstanding class.
BlackRock has sole voting power over 26,519,712 shares and sole dispositive power over all 28,531,620 shares, with no shared voting or dispositive power. The filing notes that various underlying clients and investors have rights to dividends or sale proceeds, but no single such person holds more than five percent of Flex’s outstanding common shares.
WATKINS WILLIAM D reported acquisition or exercise transactions in this Form 4 filing.
Flex Ltd. director William D. Watkins received an equity award of 316 restricted share units (RSUs) on July 15, 2026 under the company’s Share Election Program, in lieu of cash compensation for service from April 1 to June 30, 2026. The RSUs vested immediately upon grant.
After this award, he directly holds 98,908 ordinary shares, including 6,718 unvested RSUs that vest in full immediately before Flex’s 2026 annual general meeting, with each RSU delivering one unrestricted, fully transferable share.
FLEX LTD. director Tan Lay Koon reported a grant of 101 restricted share units (RSUs) on July 15, 2026 under a Share Election Program where directors take equity instead of cash fees for the 04/01/2026–06/30/2026 quarter. The RSUs vested immediately, bringing his direct holdings to 208,906 ordinary shares, including 4,713 unvested RSUs that each convert into one share immediately before the 2026 annual general meeting.
HURLSTON MICHAEL E. reported acquisition or exercise transactions in this Form 4 filing.
Flex Ltd. director Michael E. Hurlston reported an equity compensation grant on July 15, 2026, receiving 174 restricted share units (RSUs) under the company’s Share Election Program in lieu of cash fees for the 04/01/2026–06/30/2026 quarter. The RSU award vested immediately. Following this grant, he directly holds 59,358 Ordinary Shares, including 4,713 unvested RSUs, each representing a contingent right to receive one unrestricted, fully transferable share upon vesting.