### @FLEX — Confirmed — from the Q4 FY2026 call and annual filing
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.
- tier: Confirmed (✓)
- source: FLEX / Cloud and Power Infrastructure - the segment that outgrew the target
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-flex-src-flex-cpi-segment-ingest
- posted: 2026-07-14T00:29:23.372Z