| FLEX |
Report |
Q1 FY27 Revenue |
BEAT |
pred ~$7.75B vs. cons $7.58B |
HIGH |
| FLEX |
Report |
Q1 FY27 Adjusted EPS |
BEAT |
pred ~$0.97 vs. cons $0.93 |
MEDIUM |
| FLEX |
Report |
Q1 FY27 Adj. Operating Margin |
BEAT |
pred ~6.7% vs. cons ~6.4% |
MEDIUM |
| FLEX |
Guide |
FY27 Full-Year Revenue guide |
BETTER |
guide raised to ~$33.5B vs. cons $32.8B (FY27) |
MEDIUM |
| FLEX |
Guide |
FY27 Full-Year Adj. EPS guide |
BETTER |
guide raised to ~$4.45 vs. cons $4.21 (FY27) |
MEDIUM |
| FLEX |
Guide |
Q2 FY27 Revenue guide |
BETTER |
guide ~$8.0B vs. cons ~$7.8B (Q2 FY27) |
LOW |
| FLEX |
Guide |
FY27 CPI segment growth guide |
BETTER |
guide raised to ~75%+ vs. cons ~70% (FY27) |
MEDIUM |
| FLEX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.5% |
— |
MEDIUM |
| FLEX |
Return |
5-day cumulative residual |
+8.0% (FOLLOW-THROUGH) |
A beat-and-raise (Q1 rev/EPS above the already-above-guide consensus of $7.58B/$0.93, plus a lifted FY27/CPI outlook toward the top of the $4.21-4.51 range) triggers upward estimate revisions off a stock that has already unwound ~30% from June highs — de-risking the high bar and setting up an oversold, CLS-style relief rally rather than a SANM-style punishment. Out-period math is supportive: CPI is back-half weighted, so a reaffirmed/raised FY guide implies rising forward quarters and pulls estimates up. Risk to follow-through is FLEX's high beta to the late-July AI-capex 'digestion' scare and any lack of spin-off/backlog clarity, which could cap or reverse gains — hence only medium-low conviction on the magnitude. |
LOW |