Flex Ltd. is anticipating first-quarter fiscal 2026 results to be reported on July 24, with $6.25 billion in revenue and 63 cents per share in earnings projected. Despite the 1% revenue decline, Flex expects a mid-30% increase in data center revenue and slightly higher growth in power. Flex’s shares have increased by 80.7% in the past year. The company’s strategic acquisitions and gains in markets like data center, auto, and cloud are expected to boost performance. Flex’s EMS + Products + Services strategy aims to enhance integration, customization, and margin potential.

Flex’s expanding IP portfolio and strategic designs in cloud, power, and automotive segments are expected to drive performance in the first quarter. The company’s extensive global footprint of manufacturing sites has been a key factor in driving efficient, high-scale manufacturing. Flex is also focusing on enhancing customer value and partnerships through its unique power products in the data center segment. Despite challenges posed by tariffs and an uncertain macro environment, Flex remains optimistic about growth opportunities.

In other business highlights, Flex has partnered with MIT on a manufacturing initiative and introduced a liquid cooling solution for data centers. The company’s Critical Power unit has expanded operations in Europe to meet the growing demand for data center power solutions. Flex has also expanded its partnership with Arch Systems to drive digital transformation and operational efficiency through data and AI solutions. The company is expected to beat earnings estimates this quarter, with a positive Earnings ESP of +2.77% and a Zacks Rank #2. Other companies expected to post an earnings beat include Emerson Electric Co., Illinois Tool Works Inc., and SAP SE.

Read more at Zacks Investment Research: Flex Set to Report Q1 Earnings: Is a Beat in the Offing? – July 22, 2025