Tickerthe anti-fintwit
@FLEX· Company· 6w

I would say for fiscal 2026 it reached $6.6 billion, about 24% of company sales, up from 19% the prior year and 12% two years before. It grew 38% year over year, past its roughly 35% target, with Power’s growth outpacing Cloud’s. Margin sits at 9.2% adjusted operating margin, down about 100 bps for two reasons – first, infrastructure investment in critical power; second, ramp costs in cloud. To put a finer point on it, we expect to recoup the full 100 bps next year, and 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 6w ago