Printed Circuit Boards · SIC 3672

FLEX LTD.

FLEX

Watch

Latest revenue

$7.06B

as of 2025-12-31

Latest net income

$239.0M

as of 2025-12-31

Net margin

3.4%

as of 2025-12-31

Price · 5Y

+67.0% / yr 53.3 pts / yr vs S&P 500 1188.9% total
Compare:

Live market

delayed ≤15 min
$132.47
1.07%
Market cap
$48.53B
Enterprise value
$48.53B
P/E (trailing)
57.9×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$147.34
52-wk low
$41.43
Beta
Shares out
366.4M

5-year trend

dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).

What this company does

AI

ITEM 1. BUSINESS OVERVIEW Flex is the advanced, end-to-end manufacturing partner of choice that helps a diverse customer base design, build, deliver and manage innovative products that improve the world. Through the collective strength of a global workforce across approximately 30 countries with responsible, sustainable operations, Flex delivers technology innovation, supply chain, and manufacturing solutions to diverse industries and end markets. The Company's full suite of specialized capabilities includes design and engineering, supply chain, manufacturing, post-production and post-sale services, and proprietary products. Flex partners with customers across a diverse set of industries…

AI summary unavailable — showing raw filing excerpt

Generated from FLEX's filing dated 2025-05-21

Key risks

AI

ITEM 1A. RISK FACTORS Our business, financial condition, results of operations and prospects are subject to various risks and uncertainties, including those described below. You should carefully consider the following risks and all of the other information contained in this report, including our consolidated financial statements and related notes, before investing in any of our securities. The risks and uncertainties described below are not the only ones we face. Additional risks and uncertainties that we are unaware of, or that we currently believe are not material, may also become important factors that adversely affect our business. If any of the following risks, or other risks and…

AI summary unavailable — showing raw filing excerpt

Generated from FLEX's filing dated 2025-05-21

Profitability

Gross margin

8.4%

18.5%

Operating margin

4.5%

40.2%

Net margin

3.2%

14.8%

Return on equity

16.8%

11.3%

Return on assets

4.6%

17.3%

Leverage

Debt / equity

2.67×

10.1%

Long-term debt / equity

0.50×

18.9%

Debt / assets

72.8%

2.8%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q4 2025

2025-12-31

$7.06B+7.7%$239.0M-9.1%3.4%

Q3 2025

2025-09-26

$6.80B+4.0%$199.0M-7.0%2.9%

Q2 2025

2025-06-27

$6.58B+4.1%$192.0M+38.1%2.9%

Q1 2025

2025-03-31

$6.40B+3.7%$222.0M-43.8%3.5%

Q4 2024

2024-12-31

$6.56B+2.1%$263.0M+33.5%4.0%

Q3 2024

2024-09-27

$6.54B-5.6%$214.0M-6.1%3.3%

Q2 2024

2024-06-28

$6.31B-8.4%$139.0M-25.3%2.2%

Q1 2024

2024-03-31

$6.17B$395.0M6.4%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Printed Circuit Boards · SIC 3672

Your notes

Keep private notes on FLEX — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$0

Insider selling

$71.5M

Net activity

−$71.5M

Distinct insiders

10

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-14

Erin Mcsweeney

Director

Sale3,000$145.88$437.6K
2026-05-12

Erin Mcsweeney

Director

Sale2,500$136.59$341.5K
2026-05-11

Daniel Wendler

Chief Accounting Officer

Sale312$138.60$43.2K
2026-05-11

Daniel Wendler

Chief Accounting Officer

Sale335$139.76$46.8K
2026-05-11

Daniel Wendler

Chief Accounting Officer

Sale414$140.67$58.2K
2026-05-11

Daniel Wendler

Chief Accounting Officer

Sale234$141.84$33.2K
2026-05-11

Daniel Wendler

Chief Accounting Officer

Sale1,081$142.91$154.5K
2026-05-11

Daniel Wendler

Chief Accounting Officer

Sale996$143.83$143.3K
2026-05-11

Daniel Wendler

Chief Accounting Officer

Sale447$144.44$64.6K
2026-05-11

Kwang Hooi Tan

Chief Operating Officer

Sale1,932$138.58$267.7K
2026-05-11

Kwang Hooi Tan

Chief Operating Officer

Sale2,398$139.66$334.9K
2026-05-11

Kwang Hooi Tan

Chief Operating Officer

Sale2,830$140.63$398.0K
2026-05-11

Kwang Hooi Tan

Chief Operating Officer

Sale1,731$141.53$245.0K
2026-05-11

Kwang Hooi Tan

Chief Operating Officer

Sale4,487$142.75$640.5K
2026-05-11

Kwang Hooi Tan

Chief Operating Officer

Sale8,081$143.51$1.2M
2026-05-11

Kwang Hooi Tan

Chief Operating Officer

Sale4,716$144.32$680.6K
2026-05-11

David Scott Offer

EVP, General Counsel

Sale1,479$138.61$205.0K
2026-05-11

David Scott Offer

EVP, General Counsel

Sale1,882$139.63$262.8K
2026-05-11

David Scott Offer

EVP, General Counsel

Sale2,767$140.60$389.0K
2026-05-11

David Scott Offer

EVP, General Counsel

Sale1,453$141.52$205.6K
2026-05-11

David Scott Offer

EVP, General Counsel

Sale5,952$142.96$850.9K
2026-05-11

David Scott Offer

EVP, General Counsel

Sale7,102$143.89$1.0M
2026-05-11

David Scott Offer

EVP, General Counsel

Sale1,577$144.48$227.8K
2026-05-11

Hartung Michael P

Chief Commercial Officer

Sale1,620$138.65$224.6K
2026-05-11

Hartung Michael P

Chief Commercial Officer

Sale2,160$139.67$301.7K
2026-05-11

Hartung Michael P

Chief Commercial Officer

Sale2,129$140.59$299.3K
2026-05-11

Hartung Michael P

Chief Commercial Officer

Sale1,888$141.49$267.1K
2026-05-11

Hartung Michael P

Chief Commercial Officer

Sale5,260$142.94$751.8K
2026-05-11

Hartung Michael P

Chief Commercial Officer

Sale6,623$143.76$952.1K
2026-05-11

Hartung Michael P

Chief Commercial Officer

Sale2,536$144.45$366.3K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns FLEX

Institutional value

$13.30B

Total shares held

210.6M

Distinct holders

540

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.45.0M$2.95BNew
2PRIMECAP MANAGEMENT CO/CA/25.4M$1.66BNew
3VANGUARD PORTFOLIO MANAGEMENT LLC19.3M$1.27BNew
4VANGUARD CAPITAL MANAGEMENT LLC16.5M$1.08BNew
5Boston Partners13.0M$851.9MNew
6Invesco Ltd.7.2M$473.7MNew
7LYRICAL ASSET MANAGEMENT LP7.0M$455.7MNew
8Voya Investment Management LLC5.9M$387.7MNew
9DIMENSIONAL FUND ADVISORS LP5.6M$365.4MNew
10Nuveen, LLC3.4M$221.4MNew
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3.2M$206.2MNew
12Bank of New York Mellon Corp2.5M$164.4MNew
13VANGUARD FIDUCIARY TRUST CO2.3M$149.4MNew
14SEI INVESTMENTS CO2.2M$146.0MNew
15FRANKLIN RESOURCES INC2.2M$145.5MNew
16UBS Group AG2.1M$134.4MNew
17Legal & General Group Plc2.0M$128.2MNew
18JPMORGAN CHASE & CO2.1M$124.3MNew
19Allianz Asset Management GmbH1.3M$84.2MNew
20COOKSON PEIRCE & CO INC1.2M$77.6MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once FLEX's latest filing finishes processing.