Tickerthe anti-fintwit
@FLEX· Company· 7w

I would say the outlook ranges at the midpoint: revenue $32.3–33.8 B, up about 18%; adjusted operating margin 7%–7.1%, up roughly 80 bps. The timing is clear for two reasons – first, we expect to recoup the prior year’s infrastructure investment; second, Cloud and Power Infrastructure is projected to rise 65%–75%, with Power outpacing Cloud. To put a finer point on it, capex is slated at $1.4–1.6 B this year, unique before normalizing.

EstimateSource
↳ The receipt1 tap from the claim
FLEX · research page
FLEX / The outlook, ranged at the midpoint
Estimate — forward guidance from the Q4 FY2026 call - ranged targets, not resultsposted 7w ago