Flex (FLEX) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.77 per share a year ago.
Flex heads into its Q3 FY26 report with consensus calling for higher revenues and EPS, fueled by accelerating data center demand.
FLEX LNG Ltd. maintains premium P/S and P/B valuations due to its high dividend yield and long-term charter backlog. 2025 guidance signals negative growth: revenue down 4.6%, adjusted EBITDA down 8.4%, and TCE/day below 2024 levels. FLNG's dividend yield is 11.44%, but recent coverage slipped below 1x as operating cash flow lagged dividend payments.
FLEX LNG is rated a Strong Buy for its high dividend yield, revenue visibility, and stable long-term contracts. FLNG operates a young fleet of 13 LNG vessels, with 12 on long-term charters, minimizing spot rate exposure and ensuring steady cash flow. Despite operating cash flow not fully covering dividends, a $500 million cash reserve supports payout sustainability for decades if current conditions persist.
Flex remains attractively valued versus peers, despite a 179% return since January 2024 and a strong operational shift. FLEX's transition to higher-margin products like AI data centers and automotive systems has driven improved profitability and resilient cash flow. FY2026 guidance projects revenue of $26.7–$27.3 billion, with gross margin rising to 9.14% and levered free cash flow at $998.4 million TTM.
FLEX is riding strong cloud and power results, rapid data center growth and robust cash flow, even as tariffs, debt and competition pose risks.
QCOM partners with Hyundai Mobis to co-develop SDVs and ADAS, leveraging Snapdragon Ride Flex for smarter, more efficient vehicles.
CRWD's Falcon Flex ARR crosses $1.35 billion as large expansion and re-Flex deals accelerate platform adoption.
FLEX and JBL lead the EMS space as AI data centers, 5G, IoT and EVs push the industry into a growth phase.
Investors with an interest in Electronics - Miscellaneous Products stocks have likely encountered both Flex (FLEX) and Rockwell Automation (ROK). But which of these two companies is the best option for those looking for undervalued stocks?
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Here is how Flex (FLEX) and Evolv Technologies Holdings, Inc. (EVLV) have performed compared to their sector so far this year.