Flex Beheer
Beheer criteriumcontroles 2/4
De CEO Flex is Revathi Advaithi, benoemd in Feb2019, heeft een ambtstermijn van 7.42 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 44.39M, bestaande uit 3% salaris en 97% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.35% van de aandelen van het bedrijf, ter waarde $ 162.78M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.5 jaar en 6.1 jaar.
Belangrijke informatie
Revathi Advaithi
Algemeen directeur
US$44.4m
Totale compensatie
| Percentage CEO-salaris | 2.98% |
| Dienstverband CEO | 7.4yrs |
| Eigendom CEO | 0.3% |
| Management gemiddelde ambtstermijn | 4.5yrs |
| Gemiddelde ambtstermijn bestuur | 6.1yrs |
Recente managementupdates
Recent updates
Seeking Alpha • Jul 21
Flex: A Strong Buy Before The AI Data Center Infrastructure Spin-Off
Summary I rate Flex Ltd. a Strong Buy with a $184 price target, implying 55% upside potential. The main growth drivers are Cloud and Cooling and the Power platform. Based on my assumptions, Cloud and Cooling contributes about $2.45 of incremental EPS by 2028, while Power adds another $0.95 as data center capacity expands and operating margins improve. I arrive at my Price target by applying a 26x FWD non-GAAP P/E multiple to my 2028 estimated EPS of $7.06. The largest risks are delays in hyperscaler projects, weaker CPI operating leverage, and higher-than-expected separation costs. Read the full article on Seeking Alpha
Narratiefupdate • Jul 14
FLEX: AI Spin Off And Cerebras Expansion Will Expose Overvaluation Risk
Analysts have increased their average price target for Flex to $203, up from earlier levels around $174, citing a stronger outlook for the company's AI related operations and the planned spin off of its Cloud and Power Infrastructure business. Analyst Commentary Recent research on Flex highlights a mix of optimism around AI and the Cloud and Power Infrastructure spin off, alongside more cautious voices focused on valuation and execution risks.
Narratiefupdate • Jun 30
FLEX: AI Data Center Spin Off And S&P 500 Inclusion Will Support Margins
The analyst price target for Flex has been raised from $180 to $203 as analysts factor in updated views on the company's AI and other business segments, along with revised fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on Flex points to a mixed but generally constructive stance, with several bullish analysts highlighting the company’s AI exposure, the planned Cloud and Power Infrastructure spinoff, and updated assumptions around earnings and valuation multiples.Analyse-artikel • Jun 19
Flex (FLEX) Stock Could Be 8% Undervalued After S&P 500 Inclusion
Flex (FLEX) is set to join the S&P 500 Index before trading opens on June 22, 2026. This inclusion often draws attention from index tracking funds and broadens the investor base. See our latest analysis for Flex. Flex’s recent S&P 500 inclusion comes after a strong run, with a 90 day share price return of 139.47% and a 1 year total shareholder return of 219.64%. This suggests momentum has been building rather than fading. If this kind of index driven move has your attention, it may be worth...
Narratiefupdate • Jun 16
FLEX: AI Power SpinOff And S&P 500 Inclusion Will Balance Execution Risks
The analyst price target for Flex has been updated from $81.44 to $160.40, reflecting higher Street expectations for growth and profitability in the AI related and post spinoff business mix. Analyst Commentary Recent research highlights a wide range of views on Flex, with several firms lifting valuation targets around the AI exposed and post spinoff profile, while at least one new initiation takes a more neutral stance.Narratiefupdate • Jun 01
FLEX: Spin Off Execution Risk Will Test AI Power Optimism
The analyst price target for Flex has shifted from $70.00 to $100.83, with analysts pointing to the planned spin off of the Cloud & Power Infrastructure segment, expectations for a higher growth power and compute business alongside a steady EMS core, and updated views on revenue growth, profit margins and future P/E as key drivers of the new valuation framework. Analyst Commentary Recent research on Flex highlights a split view.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | US$44m | US$1m | 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$88m |
Compensatie versus markt: De totale vergoeding ($USD 44.39M ) Revathi } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.60M ).
Compensatie versus inkomsten: De vergoeding van Revathi is het afgelopen jaar met meer dan 20% gestegen.
CEO
Revathi Advaithi (58 yo)
7.4yrs
Tenure
US$44,391,138
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 7.4yrs | US$44.39m | 0.35% $ 162.8m | |
| President & Chief Commercial Officer | 2yrs | US$5.61m | 0.036% $ 16.7m | |
| Chief Financial Officer | 1.5yrs | US$5.88m | 0.0083% $ 3.8m | |
| Chief Operating Officer | 4.3yrs | US$5.48m | 0.039% $ 18.0m | |
| Executive VP & General Counsel | 9.8yrs | US$5.00m | 0.032% $ 14.7m | |
| Senior VP & Chief Accounting Officer | 4.4yrs | geen gegevens | 0.0084% $ 3.9m | |
| Senior Vice President of Global Investor Relations & Public Relations | no data | geen gegevens | geen gegevens | |
| Chief Human Resources Officer | 4.8yrs | geen gegevens | geen gegevens | |
| President of Manufacturing & Services | 4.5yrs | geen gegevens | geen gegevens | |
| President of Automotive Business | 6.1yrs | geen gegevens | geen gegevens | |
| Chief Strategy Officer | 4.7yrs | geen gegevens | geen gegevens | |
| President of Communications | 4.4yrs | geen gegevens | geen gegevens |
4.5yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van FLEX wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.5 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 7.4yrs | US$44.39m | 0.35% $ 162.8m | |
| Independent Chairman | 17.3yrs | US$498.00k | 0.025% $ 11.7m | |
| Independent Director | 14.3yrs | US$374.51k | 0.056% $ 25.9m | |
| Director | 5.8yrs | US$325.00k | 0.015% $ 6.9m | |
| Independent Director | 5.7yrs | US$340.00k | 0.014% $ 6.3m | |
| Independent Director | 3.8yrs | US$352.00k | 0.0059% $ 2.7m | |
| Independent Director | 4.5yrs | US$355.00k | 0.0091% $ 4.2m | |
| Independent Director | 7.7yrs | US$388.00k | 0.011% $ 5.2m | |
| Independent Director | 6.1yrs | US$376.00k | 0.0013% $ 609.5k |
6.1yrs
Gemiddelde duur
62yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van FLEX wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.1 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/23 21:59 |
| Aandelenkoers aan het einde van de dag | 2026/07/23 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Flex Ltd. wordt gevolgd door 24 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Timothy Long | Barclays |