| FLEX |
Report |
Net sales |
BEAT |
pred ~$7.60B vs. cons $7.52B |
MEDIUM |
| FLEX |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.93 vs. cons $0.907 |
MEDIUM |
| FLEX |
Report |
CPI revenue |
BEAT |
pred ~$2.10B vs. cons $2.046B |
MEDIUM |
| FLEX |
Guide |
Net sales (FY2027 Q2) |
BETTER |
guide ~$7.95B midpoint vs. cons $7.862B |
LOW |
| FLEX |
Guide |
Adjusted EPS (FY2027 Q2) |
UNCHANGED |
guide ~$1.02 midpoint vs. cons $1.012 |
LOW |
| FLEX |
Guide |
Net sales (FY2027) |
LOWER |
guide $32.3B-$33.8B vs. cons $33.217B |
MEDIUM |
| FLEX |
Guide |
Adjusted EPS (FY2027) |
LOWER |
guide $4.21-$4.51 vs. cons $4.466 |
MEDIUM |
| FLEX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| FLEX |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit FY EPS shortfall drives estimate cuts |
LOW |