FLEX LTD. (FLEX)
SEC filings, insider trading & institutional ownership from EDGAR.
Flex is an end-to-end manufacturing partner that helps customers design, build, deliver and manage products. Its capabilities include design and engineering, supply chain, manufacturing, and integrated services, plus a portfolio of power and cooling products. Manufacturing operations and systems assembly, including printed circuit board assembly and assembly of systems and subsystems with complex electromechanical components, generate the majority of its revenues. On May 5, 2026, Flex announced its intention to separate into two independent, publicly traded companies, one comprising its Cloud and Power Infrastructure segment and the other its advanced manufacturing and supply chain business (ITS and RMS). The spin-off is targeted for the first quarter of calendar 2027 and remains subject to board, shareholder and Singapore High Court approvals and other conditions. Flex completed the spin-off of Nextracker on January 2, 2024.
As of March 31, 2026, Flex had three reportable segments. Integrated Technology Solutions covers communications, high speed networking, enterprise and satellite communications systems, and lifestyle products. Regulated Manufacturing Solutions covers industrial, automotive and healthcare, including mission-critical automation, energy infrastructure, compute and power electronics, and regulated manufacturing for medical devices and drug delivery. Cloud and Power Infrastructure covers integrated compute systems, advanced liquid cooling, and utility- and facility-level power infrastructure, along with rack- and board-level power systems for power-intensive compute workloads. Services include design and engineering (system architecture, hardware and software integration, design for manufacturability), supply chain and component services, value-added fulfillment and forward logistics, and aftermarket services such as repair, refurbishment, asset recovery and recycling. Power, thermal and compute products include critical and embedded power, thermal management, and compute and rack-level infrastructure for AI data centers and mission-critical uses.
Flex serves customers in data center, healthcare, industrial, automotive, communications and lifestyle markets, ranging from multinational to regional companies. In fiscal year 2026, its ten largest customers accounted for 45% of net sales and no single customer exceeded 10%. By manufacturing location, net sales were 44% North America, 16% China, 20% Europe and 20% other areas.
Flex operates through more than 100 locations in approximately 30 countries on four continents, with major operations in Asia, the Americas and Europe, and about 150,000 employees including contractors. It has built self-contained industrial parks that co-locate manufacturing and logistics with suppliers in cost-efficient locations. The contract manufacturing services market is competitive, and Flex competes with numerous domestic and foreign manufacturing service providers as well as current and prospective customers. Key competitive factors include quality and range of services, design and technological capabilities, cost, site locations, supply chain resiliency, sustainability, and responsiveness. The text does not state the location of its headquarters.
AI-summarized from Item 1 (Business) of the company’s most recent 10-K filing.
Financials
As reported to the SEC via XBRL, no adjustments
| Gross profit | $2.63B |
| Operating income | $1.37B |
| Diluted EPS | $2.33 |
| Gross margin | 9.4% |
| Net margin | 3.2% |
Revenue by region
FY2026 geographic segments • from the 10-K
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed |
|---|---|
| 8-K | Nov 5, 2026 |
| 10-Q | Oct 30, 2026 |
| 8-K | Oct 28, 2026 |
| 4WATKINS WILLIAM D | Oct 19, 2026 |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| HURLSTON MICHAEL E. | Oct 15, 2026 | Grant / award |
| Tan Lay Koon | Oct 15, 2026 | Grant / award |
| WATKINS WILLIAM D | Oct 15, 2026 | Grant / award |
| Oliver George | Sep 24, 2026 | Grant / award |
| Eubanks Richard M. | Sep 24, 2026 | Grant / award |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 11.4% | Aug 7, 2026 | $6.82B |
| Vanguard Capital Management | 6.5% | Aug 13, 2026 | $3.89B |
| PRIMECAP MANAGEMENT CO/CA/ | 6.3% | Aug 14, 2026 | $3.79B |
| FMR LLC | 5.3% | Aug 13, 2026 | $3.17B |
| Vanguard Portfolio Management | 5.1% | Aug 13, 2026 | $3.08B |
Executive pay and the vote
From the FY2026 proxy statement (DEF 14A), filed Jun 24, 2026, and the annual meeting’s vote on Aug 5, 2026
Figures come from the company’s proxy statement, and the vote count from its 8-K.
The Summary Compensation Table for every named officer, the board with tenure and committees, and each proposal with its count, verified against the filings.
Sign up free →Latest 10-Q takeaways
filed Oct 30, 2026Flex reports strong double-digit revenue growth (25% in the quarter), margin expansion and higher net income, led by the Cloud and Power Infrastructure segment. The tone is mostly factual and backward-looking, with moderate risk discussion on geopolitics, tariffs, memory pricing and rising leverage from large acquisition financing. Automated screens flagged 2 potential red flags, including 2 high-severity items.
Written by Scrutar's AI from FLEX's SEC filings. Check anything you rely on against the filing. Not investment advice.
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Peers identified from FLEX's own SEC filings.
Data as of Nov 9, 2026Source: SEC EDGAR.