| FLEX |
Report |
Adjusted EPS |
BEAT |
pred ~$0.95 vs. cons $0.92 |
MEDIUM |
| FLEX |
Report |
Revenue |
BEAT |
pred ~$7.67B vs. cons $7.58B |
MEDIUM |
| FLEX |
Report |
Cloud and Power Infrastructure revenue |
MISS |
pred ~$1.73B vs. cons $1.76B |
LOW |
| FLEX |
Guide |
FY27 revenue |
LOWER |
guide ~$33.05B vs. cons $33.25B (FY27) |
MEDIUM |
| FLEX |
Guide |
FY27 adjusted EPS |
LOWER |
guide ~$4.36 vs. cons $4.46 (FY27) |
MEDIUM |
| FLEX |
Guide |
FY27 CPI revenue growth |
LOWER |
guide ~70% vs. cons 72% (FY27) |
MEDIUM |
| FLEX |
Guide |
FY27 capital expenditures |
UNCHANGED |
guide ~$1.50B vs. cons $1.50B (FY27) |
HIGH |
| FLEX |
Guide |
FY27 free-cash-flow conversion |
UNCHANGED |
guide ~60% vs. cons 60% (FY27) |
HIGH |
| FLEX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.5% |
— |
MEDIUM |
| FLEX |
Return |
5-day cumulative residual |
-8.0% (FOLLOW-THROUGH) |
A ~$0.03 EPS beat versus $0.92 consensus is unlikely to offset a ~$0.20 FY27 EPS-guide gap versus $4.46 consensus and softer CPI revenue/growth math; unchanged elevated capex of ~$1.50B versus $1.50B consensus leaves cash-conversion concerns unresolved, driving out-period estimate revisions lower. |
MEDIUM |