Flex Raises Full-Year Outlook After Strong Q3 Results

The electronics manufacturing services provider saw continued strength in data center-related demand and improving momentum in industrial and health end markets.

Feb. 7, 2026 at 5:55am

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Flex (NASDAQ:FLEX) reported third-quarter fiscal 2026 results that exceeded its guidance across all metrics, driven by continued strength in data center-related demand and improving momentum in industrial and health end markets. Management also raised its full-year revenue and earnings outlook at the midpoint and said it expects to exit the fiscal year with 'very good momentum.'

Why it matters

Flex's strong performance in Q3 and raised outlook for the full fiscal year highlight the company's ability to capitalize on growing demand in key end markets like data centers, industrial, and healthcare. As a leading global electronics manufacturing services provider, Flex's results provide insight into broader technology and manufacturing trends.

The details

For the quarter, Flex delivered revenue of $7.1 billion, up 8% year over year. Adjusted operating margin was 6.5%, marking another quarter above 6%, while adjusted earnings per share rose 13% to $0.87, which management described as another record for the company. CEO Revathi Advaithi emphasized that the company's data center growth is being driven by expanding compute and AI workloads, and argued that the complexity of deployments favors a systems-level approach.

  • Flex reported third-quarter fiscal 2026 results on February 7, 2026.
  • The company expects to exit the fiscal year with 'very good momentum.'

The players

Flex

A global provider of electronics manufacturing services (EMS) and original design manufacturing (ODM) that offers end-to-end product lifecycle solutions.

Revathi Advaithi

The CEO of Flex.

Kevin Crum

The CFO of Flex.

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