---
schema_version: "secwatch.filing_event.v1"
accession: "0000866374-26-000009"
form_type: "8-K"
ticker: "FLEX"
cik: "0000866374"
company_name: "FLEX LTD."
filed_at: "2026-05-05T23:59:59+00:00"
generated_at: "2026-05-14T23:41:40.695300+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Flex reports Q4 adj EPS $0.93, rev $7.5B; to spin off cloud & power unit by Q1 2027

## Summary
- Q4 net sales $7.5B (+17% YoY); FY net sales $27.9B (+8% YoY).
- Q4 GAAP EPS $0.67, adjusted EPS $0.93; FY GAAP EPS $2.33, adjusted EPS $3.30.
- Spin-off of cloud/power infrastructure into new public company (SpinCo), tax-free, target close Q1 calendar 2027.
- Revathi Advaithi becomes CEO of SpinCo; Michael Hartung named CEO of remaining Flex.
- SpinCo targets 65-75% revenue growth in FY2027, accelerating to 80%+ in FY2028.

## SEC filing metadata
- accession: 0000866374-26-000009
- form_type: 8-K
- ticker: FLEX
- cik: 0000866374
- company_name: FLEX LTD.
- filed_at: 2026-05-05T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/866374/000086637426000009/0000866374-26-000009-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/866374/000086637426000009/flex-20260505.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000866374-26-000009
- JSON: https://secwatch.observer/filing/0000866374-26-000009.json
- Plain text: https://secwatch.observer/filing/0000866374-26-000009.txt

## Key facts
- Earnings Releases
  FLEX LTD. reported the fourth quarter and fiscal year ended March 31, 2026 results: revenue net sales of $7.5 billion in the quarter, net sales of $27.9 billion in the fiscal year, net income GAAP Net Income: $250 million in the quarter, GAAP Net Income: $880 million in the fiscal year, EPS GAAP Earnings Per Share: $0.67 in the quarter, GAAP Earnings Per Share: $2.33 in the fiscal year.
  - Period: the fourth quarter and fiscal year ended March 31, 2026
  - Revenue: net sales of $7.5 billion in the quarter, net sales of $27.9 billion in the fiscal year
  - Net income: GAAP Net Income: $250 million in the quarter, GAAP Net Income: $880 million in the fiscal year
  - EPS: GAAP Earnings Per Share: $0.67 in the quarter, GAAP Earnings Per Share: $2.33 in the fiscal year
  - Result: reported results
  source text: language in such filing. --- EX-99.1 (EX-99.1) --- P R E S S R E L E A S E EXHIBIT 99.1 FLEX REPORTS FOURTH QUARTER AND FISCAL 2026 RESULTS • Reported Q4 net sales of $7.5 billion, and full-year net sales of $27.9 billion, up 17% and 8%, respectively, versus the prior year. • Delivered Q4 GAAP operating margin of 5.0%, and adjusted operating margin of
  evidence_url: https://www.sec.gov/Archives/edgar/data/866374/000086637426000009/0000866374-26-000009-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.