| FLEX |
Report |
Net sales |
BEAT |
pred ~$7.68B vs. cons $7.58B |
MEDIUM |
| FLEX |
Report |
Adjusted EPS |
BEAT |
pred ~$0.95 vs. cons $0.93 |
MEDIUM |
| FLEX |
Report |
CPI revenue growth |
BEAT |
pred ~27% vs. cons 25% |
MEDIUM |
| FLEX |
Guide |
Net sales |
UNCHANGED |
guide ~$7.90B vs. cons $7.91B (fiscal 2027 Q2) |
MEDIUM |
| FLEX |
Guide |
Adjusted EPS |
BETTER |
guide ~$1.04 vs. cons $1.02 (fiscal 2027 Q2) |
MEDIUM |
| FLEX |
Guide |
Net sales |
BETTER |
guide ~$33.40B vs. cons $33.16B (fiscal 2027) |
MEDIUM |
| FLEX |
Guide |
Adjusted EPS |
BETTER |
guide ~$4.52 vs. cons $4.47 (fiscal 2027) |
MEDIUM |
| FLEX |
Guide |
CPI revenue growth |
UNCHANGED |
guide ~70% vs. cons 70% (fiscal 2027) |
MEDIUM |
| FLEX |
Guide |
Capital expenditures |
UNCHANGED |
guide ~$1.50B vs. cons $1.50B (fiscal 2027) |
MEDIUM |
| FLEX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| FLEX |
Return |
5-day cumulative residual |
+1.2% (FADE) |
The Q1 beat and modest fiscal-2027 raise should support the initial reaction, but the guide implies ~$25.72B of revenue after Q1 versus prior midpoint math of ~$25.55B. That limited out-period uplift leaves the steep second-half CPI ramp largely unchanged, constraining estimate revisions and causing part of the day-1 gain to fade. |
MEDIUM |