Flex Ltd. provides manufacturing solutions to various brands in Asia, the Americas, and Europe. It operates through two segments, Flex Agility Solutions (FAS) and Flex Reliability Solutions (FRS). The FAS segment offers flexible supply and manufacturing system comprising communications, enterprise, and cloud solution, which includes data, edge, and communications infrastructure; lifestyle solution, including appliances, consumer packaging, floorcare, micro mobility, and audio; and consumer devices, such as mobile and high velocity consumer devices. Its FRS segment provides complex ramps with specialized production models and critical environments, which comprise automotive including next generation mobility, autonomous, connectivity, electrification, and smart technologies; health solutions, such as medical devices, medical equipment, and drug delivery; and industrial solutions, including capital equipment, industrial devices, embedded and critical power offerings, and renewables and grid edge. In addition, it provides various services, including design and engineering, such as product design and engineering resources that provide design services, product development, systems integration services, and solutions; supply chain comprising manufacturing, customization, procurement, logistics services, and innovative supply chain solutions; manufacturing; logistics and value-added fulfillment, including warehousing and vendor managed inventory, omni-channel fulfillment, kitting, configuration, and postponement; and integrated reverse logistics and circular economy. Further, the company offers embedded and critical power solutions. The company was formerly known as Flextronics International Ltd. and changed its name to Flex Ltd. in September 2016. Flex Ltd. was founded in 1969 and is headquartered in Austin, Texas.
AI-Driven Growth | Flex Ltd's data center and AI segments show remarkable 40% year-over-year growth, outpacing long-term CAGR and offsetting challenges in other areas |
Financial Outlook | Analysts project EPS of $2.48 for FY2025 and $2.88 for FY2026, with an upside case of $3 EPS, indicating strong profitability potential |
Strategic Positioning | Explore Flex's EMS+Product+Services approach, potentially underappreciated by investors, driving market differentiation and growth opportunities |
Market Challenges | Delve into Flex's navigation of competitive IT hardware landscape, balancing rapid tech advancements with the need for continuous innovation |
Metrics to compare | FLEX | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipFLEXPeersSector | |
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P/E Ratio | 17.7x | −1.2x | 11.3x | |
PEG Ratio | 0.58 | −0.05 | 0.01 | |
Price/Book | 3.0x | 0.9x | 2.4x | |
Price / LTM Sales | 0.6x | 1.3x | 2.2x | |
Upside (Analyst Target) | 14.3% | 37.4% | 21.2% | |
Fair Value Upside | Unlock | 23.9% | 4.0% | Unlock |