Flex Gestion
Gestion contrôle des critères 4/4
Le PDG Flex est Revathi Advaithi, nommé en Feb2019, a un mandat de 7.33 ans. La rémunération annuelle totale est $ 16.42M, composée du salaire de 8.1% et des bonus 91.9%, y compris les actions et options de la société. détient directement 0.33% des actions de la société, d'une valeur de $ 183.21M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.5 ans et 6 ans.
Informations clés
Revathi Advaithi
Directeur général
US$16.4m
Rémunération totale
| Pourcentage du salaire du PDG | 8.08% |
| Durée du mandat du directeur général | 7.3yrs |
| Propriété du PDG | 0.3% |
| Durée moyenne d'occupation des postes de direction | 4.5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 6yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 13
FLEX: AI Power And Cloud Spin Off Will Support Future Margins
Analysts have sharply raised their average price target on Flex to about $180 from roughly $80, citing stronger revenue growth assumptions, improved margin expectations and a slightly higher future P/E outlook. Analyst Commentary Recent Street research shows a clear tilt toward more constructive views on Flex, with several bullish analysts lifting price targets and highlighting areas where they see room for further value creation.Seeking Alpha • May 07
Flex Q4 Review: Decent Results, But The Spinoff Is More Exciting
Summary Flex Ltd. delivered strong FY26 results, driven by 31% y/y growth in its Cloud and Power Infrastructure (CPI) segment. FY27 guidance significantly exceeded consensus, with projected net sales of $32.3B–$33.8B and adjusted EPS of $4.21–$4.51. The announcement of a tax-free spinoff of the high-growth CPI business, targeting Q1 ’27, is expected to unlock substantial shareholder value. I recommend waiting for the CPI spinoff, as RemainCo may face a sharp share price decline post-separation, while SpinCo offers pure-play AI infrastructure exposure. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 29
FLEX: AI Power Opportunities And Execution Risks Will Shape Future Margin Profile
Flex's updated analyst price target edges higher, with fair value rising by about $6 to $81, as analysts factor in slightly stronger revenue growth expectations, a modestly higher future P/E near 21x, and incremental margin upside related to its power business as an AI enabler. Analyst Commentary Recent Street research on Flex has centered on higher price targets, fresh coverage, and a focus on the power business as a potential AI beneficiary.
Mise à jour du récit • Apr 14
FLEX: AI Power Ambitions Will Face Tougher Margin And Execution Tests
The analyst price target for Flex has moved from $45 to $70, as analysts highlight stronger growth and margin potential, particularly from the company's power business as an AI enabler and what they see as a solid path for additional margin upside. Analyst Commentary Recent research coverage has leaned positive on Flex, with a US$70 price target cited as a reference point for upside tied to growth and margin potential.Mise à jour du récit • Mar 31
FLEX: AI Power Business Will Drive Future Margin Upside Repricing
Flex's updated fair value estimate has edged slightly lower to about $75.44. This reflects modest tweaks to discount rate, growth, and margin assumptions, as analysts highlight the company's AI oriented power business and potential margin upside while maintaining a $70 Street price target.Mise à jour du récit • Mar 17
FLEX: AI Power Segment Execution Will Support Higher Future Margins
Analysts have nudged the fair value estimate for Flex up by $2 to $80, highlighting firm views on the company's margin potential and the appeal of its power business as an AI enabler, along with recent price target support from new and updated coverage on the stock. Analyst Commentary Bullish analysts have recently highlighted Flex's potential for stronger margins and reinforced their confidence with fresh coverage and updated targets.Mise à jour du récit • Mar 02
FLEX: Liquid Cooling Execution Will Support AI Data Center Upside Repricing
Analysts have raised their average price target on Flex by $1, reflecting recent positive research attention and updated assumptions around discount rates, revenue, profit margins, and forward P/E expectations. Analyst Commentary Bullish analysts see the latest price target move as a reflection of improved confidence in Flex's ability to execute against updated assumptions on discount rates, revenue trends, profit margins, and forward P/E.Mise à jour du récit • Feb 16
FLEX: Liquid Cooling Execution Will Drive Future AI Data Center Upside
Analysts have nudged their price targets on Flex higher by about $2.43, supported by updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions as reflected in recent research from firms such as Barclays and Raymond James. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent price target increase of about $2.43 reflects refreshed views on fair value that incorporate updated assumptions around revenue growth, profit margins, and future P/E levels.Mise à jour du récit • Feb 02
FLEX: Liquid Cooling Execution Will Support Future AI Data Center Demand
Analysts have adjusted their price targets on Flex, with the consensus moving by $7 as they factor in updated discount rate assumptions and modest tweaks to long term P/E expectations. Analyst Commentary Recent Street research on Flex presents a mix of optimism and caution, with one firm upgrading the stock and another trimming its price target by $7.Mise à jour du récit • Jan 19
FLEX: Power And Cloud Shift Will Support Future AI Data Center Demand
Analysts have increased their price expectations for Flex to reflect a modest rise in modeled fair value to about $73.70. This adjustment is supported by updated Street research citing strong recent earnings, higher expected revenue contribution from power, cloud and AI related sales, and the application of a slightly higher forward P/E multiple.Mise à jour du récit • Jan 05
FLEX: AI Data Center Mix Will Drive Higher Margin Power Upside
Analysts have lifted their price targets on Flex to US$75, citing a recent fiscal Q2 beat; improved guidance tied to higher margin power and cloud sales; and higher artificial intelligence related estimates, which together support slightly higher long term growth and margin assumptions in our model. Analyst Commentary Recent Street research on Flex has turned more constructive, with several bullish analysts lifting their price targets after the fiscal Q2 print, stronger guidance, and higher artificial intelligence related expectations.Mise à jour du récit • Dec 18
FLEX: AI And Data Center Demand Will Drive Multi-Year Earnings Upside
The analyst price target for Flex has been raised from $64 to $78 per share, reflecting analysts' increased conviction in faster revenue growth, stronger margins, and higher future earnings multiples supported by robust Q2 results, upgraded AI and data center expectations, and a sustained mix shift toward higher-value power, cloud, and auto end markets. Analyst Commentary Bullish analysts are broadly revising their models higher following Flex's fiscal Q2 beat, pointing to a combination of stronger execution, higher quality revenue mix, and increasing visibility into key secular growth drivers such as AI, data centers, and autos.Mise à jour du récit • Dec 04
FLEX: Power And Cloud Mix Will Drive Stronger AI Data Center Demand
Flex's analyst price target has been raised by analysts to about $75, a roughly $10 increase. This reflects stronger than expected Q2 results, improved guidance driven by higher margin power, cloud, and AI related revenues, and increased confidence in long term data center and auto demand trends.Mise à jour du récit • Nov 20
FLEX: Power And Cloud Strength Will Drive Renewed Data Center Momentum
Analysts have increased their price target for Flex from $65 to $75, citing strong quarterly results, improved guidance, and ongoing momentum in high-margin power and cloud-related sales. Analyst Commentary Analyst sentiment towards Flex remains largely positive following the company's recent earnings report and updated guidance.Mise à jour du récit • Nov 05
FLEX: Future Demand for AI and Cloud Will Drive Continued Outperformance
The analyst price target for Flex has been raised from $60 to $75 per share. Analysts cite strong quarterly results, increased estimates, and confidence in higher-margin revenue from power, cloud, and AI-related applications as key reasons for the upward revision.Mise à jour du récit • Oct 22
Analyst Views Mixed as Flex Price Target Rises on Data Center and Market Strength
Flex's analyst price target has been revised upward from $59 to $60.43. Analysts cited stronger-than-expected data center growth and robust end-market demand as key factors behind the increased valuation.Mise à jour du récit • Oct 08
Data Center Demand And AI Infrastructure Will Spark Future Opportunity
Flex's analyst price target has increased from $57.86 to $59.00. Analysts point to higher auto industry forecasts, resilient data center demand, and the company's ability to offset tariff impacts as key factors supporting the upward revision.Article d’analyse • Jul 23
Why Flex Ltd. (NASDAQ:FLEX) Could Be Worth Watching
Flex Ltd. ( NASDAQ:FLEX ) led the NASDAQGS gainers with a relatively large price hike in the past couple of weeks. The...Article d’analyse • Jun 23
A Look At The Fair Value Of Flex Ltd. (NASDAQ:FLEX)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Flex fair value estimate is US$49.56 Flex's US$46.03 share...Seeking Alpha • Feb 06
Flex: Data Center Growth And Margin Expansion Continue To Impress
Summary I maintain a 'Buy' rating on Flex due to robust EPS growth driven by AI demand, particularly in data center power and cooling solutions. The Company's 3Q25 earnings exceeded expectations, with significant growth in data center revenue and management raising FY25 EPS guidance. The AI infrastructure investment supercycle, led by hyperscalers, provides strong growth visibility for FLEX, especially in power, cooling, and embedded computing solutions. Read the full article on Seeking AlphaSeeking Alpha • Dec 27
Flex: Becoming A Better Business In Its Transformation
Summary Flex Ltd. has shown impressive margin gains, in part driven by a strategic focus on higher-margin activities and sound M&A actions. Shares have risen significantly, now trading at 18-19 times earnings, reflecting a market equivalent multiple after a 70% return this year. The company’s strategic divestment of Nextracker unleashed value as acquisitions like FreeFlow and Crown Technical Systems have bolstered its growth positioning and profitability. Given the substantial re-rating and current valuation, it’s prudent to take some profits while keeping a close watch on Flex’s future developments. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$880m |
| Dec 31 2025 | n/a | n/a | US$852m |
| Sep 26 2025 | n/a | n/a | US$876m |
| Jun 27 2025 | n/a | n/a | US$891m |
| Mar 31 2025 | US$16m | US$1m | US$838m |
| Dec 31 2024 | n/a | n/a | US$1b |
| Sep 27 2024 | n/a | n/a | US$841m |
| Jun 28 2024 | n/a | n/a | US$650m |
| Mar 31 2024 | US$15m | US$1m | US$633m |
| Dec 31 2023 | n/a | n/a | US$30m |
| Sep 29 2023 | n/a | n/a | US$167m |
| Jun 30 2023 | n/a | n/a | US$376m |
| Mar 31 2023 | US$16m | US$1m | US$443m |
| Dec 31 2022 | n/a | n/a | US$818m |
| Sep 30 2022 | n/a | n/a | US$815m |
| Jul 01 2022 | n/a | n/a | US$919m |
| Mar 31 2022 | US$14m | US$1m | US$868m |
| Dec 31 2021 | n/a | n/a | US$1b |
| Oct 01 2021 | n/a | n/a | US$990m |
| Jul 02 2021 | n/a | n/a | US$767m |
| Mar 31 2021 | US$12m | US$863k | US$613m |
| Dec 31 2020 | n/a | n/a | US$422m |
| Sep 25 2020 | n/a | n/a | US$325m |
| Jun 26 2020 | n/a | n/a | US$95m |
| Mar 31 2020 | US$11m | US$1m | US$88m |
Rémunération vs marché: La rémunération totale de Revathi ($USD 16.42M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Revathi a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Revathi Advaithi (58 yo)
7.3yrs
Titularisation
US$16,422,136
Compensation
Ms. Revathi Advaithi has been Chief Executive Officer and Director Flex Ltd. since February 11, 2019. Ms. Advaithi has been Independent Director of Uber Technologies, Inc. since July 1, 2020.She served as...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 7.3yrs | US$16.42m | 0.33% $ 183.2m | |
| President & Chief Commercial Officer | 1.9yrs | US$9.15m | 0.026% $ 14.2m | |
| Chief Financial Officer | 1.4yrs | US$10.27m | 0.0072% $ 4.0m | |
| Chief Operating Officer | 4.2yrs | US$9.21m | 0.033% $ 18.3m | |
| Executive VP & General Counsel | 9.8yrs | US$3.83m | 0.035% $ 19.3m | |
| Executive Vice President of Finance | no data | US$1.84m | pas de données | |
| Chief Accounting Officer | 4.3yrs | pas de données | 0.0056% $ 3.1m | |
| Senior Vice President of Global Investor Relations & Public Relations | no data | pas de données | pas de données | |
| Chief Human Resources Officer | 4.8yrs | pas de données | pas de données | |
| President of Manufacturing & Services | 4.4yrs | pas de données | pas de données | |
| President of Automotive Business | 6yrs | pas de données | pas de données | |
| Chief Strategy Officer | 4.6yrs | pas de données | pas de données |
4.5yrs
Durée moyenne de l'emploi
58yo
Âge moyen
Gestion expérimentée: L'équipe de direction de FLEX est considérée comme expérimentée (ancienneté moyenne 4.5 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 7.3yrs | US$16.42m | 0.33% $ 183.2m | |
| Independent Chairman | 17.2yrs | US$440.04k | 0.025% $ 13.9m | |
| Independent Director | 14.3yrs | US$339.87k | 0.056% $ 30.8m | |
| Director | 5.8yrs | US$302.79k | 0.015% $ 8.2m | |
| Independent Director | 5.6yrs | US$305.00k | 0.014% $ 7.5m | |
| Independent Director | 3.8yrs | US$305.00k | 0.0059% $ 3.2m | |
| Independent Director | 4.4yrs | US$305.00k | 0.0091% $ 5.0m | |
| Independent Director | 7.6yrs | US$353.00k | 0.011% $ 6.1m | |
| Independent Director | 6yrs | US$353.00k | 0.0026% $ 1.4m |
6.0yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de FLEX sont considérés comme expérimentés (ancienneté moyenne 6 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/01 06:23 |
| Cours de l'action en fin de journée | 2026/06/01 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Flex Ltd. est couverte par 23 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Timothy Long | Barclays |