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AI brief of an SEC Form 8-K · Flex (FLEX)

Flex raises fiscal 2026 guidance after Q2 net sales rise 4% to $6.8 billion

Mixed Impact 4 of 5 earnings Written later

Flex reported second-quarter fiscal 2026 results for the quarter ended September 26, 2025, with net sales up 4% to $6.8 billion and record adjusted EPS of $0.79. GAAP EPS fell to $0.52 from $0.54 a year earlier, including $41 million of costs tied to a missile strike at its Ukraine facility. The company raised its full-year fiscal 2026 net sales, adjusted operating margin and adjusted EPS guidance, citing data center demand.

Key points

  • Q2 net sales were $6.8 billion, up 4%, and GAAP net income was $199 million versus $214 million a year earlier.
  • GAAP diluted EPS was $0.52 versus $0.54; adjusted EPS was $0.79 versus $0.64, a record for the company.
  • Fiscal 2026 guidance was raised to net sales of $26.7 billion to $27.3 billion and adjusted EPS of $3.09 to $3.17.
  • Third-quarter guidance calls for net sales of $6.65 billion to $6.95 billion and adjusted EPS of $0.74 to $0.80.

The filing

CompanyFlex (FLEX)
Form8-K, current report
Filed with the SECOct 29, 2025, 8:10 AM ET
Accession number0000866374-25-000048

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:10 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 29, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.