For the quarter ended December 2025, Flex (FLEX) reported revenue of $7.06 billion, up 7.7% over the same period last year. EPS came in at $0.87, compared to $0.77 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $6.81 billion, representing a surprise of +3.62%. The company delivered an EPS surprise of +10.69%, with the consensus EPS estimate being $0.79.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Flex performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Flex Reliability Solutions: $3.24 billion compared to the $3.16 billion average estimate based on two analysts. The reported number represents a change of +9.6% year over year.
- Net Sales- Flex Agility Solutions: $3.82 billion versus $3.66 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.1% change.
- Segment income- Flex Reliability Solutions: $233 million versus the two-analyst average estimate of $200.73 million.
- Segment income- Flex Agility Solutions: $239 million versus the two-analyst average estimate of $228.9 million.
View all Key Company Metrics for Flex here>>>
Shares of Flex have returned -4.1% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Flex Ltd. (FLEX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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