Description
Flex Acquisition Shock: Why The $4.4 Billion EPC Power Deal Could Change Everything!
Flex has moved deeper into the AI infrastructure stack with its agreement to acquire EPC Power for approximately $4.4 billion, adding a specialist in power conversion and grid-forming technology to a business already benefiting from accelerating data-center investment. The transaction is expected to close in the fourth quarter of calendar 2026, after which EPC Power would become part of Flex’s Cloud and Power Infrastructure, or CPI, segment. That timing is particularly notable because Flex plans to separate CPI into an independent publicly traded company during the first quarter of calendar 2027. EPC Power is expected to generate roughly $800 million of revenue in 2026, with organic growth of about 40% projected for 2027 and EBITDA margins approaching 30%. The acquisition therefore adds both scale and higher-value technology at a point when Flex is positioning CPI around power, cooling, compute integration and broader electrical infrastructure rather than conventional contract manufacturing alone.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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