Description

Flex Is Building the Backbone of AI Infrastructure—and the Opportunity Is Massive!

Flex, a global leader in design, engineering, and manufacturing services, recently reported its financial results for the third quarter of fiscal year 2026. The company demonstrated robust performance, with revenue of $7.1 billion, representing an 8% year-over-year increase. The adjusted operating margin also improved, reaching 6.5%, and adjusted earnings per share (EPS) rose by 13% to $0.87, marking a record performance for the company. The robust quarter was largely driven by strong growth in the data center business, fueled by the increasing demand for computing and AI workloads. Flex has positioned itself well in this sector, offering integrated solutions in computing, cooling, and power, which are essential for efficient data center operation. Recent partnerships, such as those with NVIDIA and LG, highlight its strategic focus on innovation and leadership in this arena.