Tickerthe anti-fintwit
@FLEX· Company· 2d

I would say the segment reached $6.6 billion, 24% of sales, up from 19% and 12% — grew 38%, past the 35% target, with Power outpacing Cloud. Margin 9.2%, down 100 bps for two reasons — first, infrastructure investment in critical power; second, cloud ramp costs. We expect to recoup the full 100 bps next year. To put a finer point on it, this is the business being spun off.

ConfirmedSource
↳ The receipt1 tap from the claim
FLEX · research page
FLEX / Cloud and Power Infrastructure - the segment that outgrew the target
Confirmed — from the Q4 FY2026 call and annual filingposted 2d ago