Flex Ltd. provides design, engineering, manufacturing, and supply chain services and solutions to original equipment manufacturers in Asia, the Americas, and Eu…
$69.78+4.56%
报价 2026-11-06
市值
$25.78B
EV
$31.44B
PE (TTM)
27.9x
预期 PE (FY2027)
13.9x
52 周区间距高点 -56.9%
$54.51$162.07
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
电话会信号
辅助标签Q2 20272026-10-28
扩产需求加速AI 词频高上调指引供不应求
指引 上调
信心 5
分析师 4
“We expect CPI revenue to increase between 75-85% while combined RMS and ITS revenue to increase between 8-11%.”
原文引用（4）
- 扩产：CapEx is largely focused on building out the capacity and the requirements we need, power included
- 需求加速：Revenue growth accelerated
- 上调指引：we increased about $950 million of which I would say approximately half of that is underlying improvement in flex
- 供不应求：The supply demand equation is definitely tilted.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
同行业市值相近 · Hardware, Equipment & Parts| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| FLEXFlex Ltd. | $25.78B | +4.6% | +29.5% | 9.6% | 27.9x | 14.7x | 27.8x | |
| KEYSKeysight Technologies, Inc. | $46.28B | +4.3% | +14.7% | 65.9% | 45.9x | 33.3x | 38.8x | |
| COHRCoherent, Inc. | $37.97B | +13.6% | +50.3% | 39.1% | 38.0x | 23.8x | – | 高增长 |
| TDYTeledyne Technologies Incorporated | $28.68B | +4.5% | +5.6% | 39.2% | 32.9x | 20.9x | 27.2x | |
| CLSCelestica Inc. | $26.06B | +0.5% | +70.3% | 11% | 19.3x | 13.4x | 47.8x | |
| JBLJabil Inc. | $24.62B | +1.2% | +9.0% | 9.4% | 35.1x | 15.8x | 16.7x | |
| FTVFortive Corporation | $19.46B | -0.1% | +4.8% | 61% | 30.3x | 17.5x | 19.8x | |
| MKSIMKS Inc. | $13B | +8.7% | +29.7% | 47.7% | 30.0x | 16.5x | 29.2x | GARP |
| TRMBTrimble Inc. | $12.62B | +0.9% | +10.2% | 68.2% | – | 50.4x | 21.9x | GARP |
| 同行中位数 | – | – | +12.4% | 43.4% | 32.9x | 19.2x | 27.2x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-25 Q2 2027 | 2026-06-26 Q1 2027 | 2026-03-31 Q4 2026 | 2025-12-31 Q3 2026 | 2025-09-26 Q2 2026 | 2025-06-27 Q1 2026 | 2025-03-31 Q4 2025 | 2024-12-31 Q3 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $8.49B | $7.93B | $7.48B | $7.06B | $6.8B | $6.58B | $6.4B | $6.56B |
| Gross Margin | 9.6% | 9.4% | 9.8% | 9.7% | 9% | 8.7% | 8.8% | 9.1% |
| Operating Margin | 4.9% | 4.9% | 5.7% | 5.7% | 4.4% | 4.7% | 4.8% | 5.1% |
| Net Income | $263M | $285M | $250M | $239M | $199M | $192M | $222M | $263M |
| Diluted EPS | 0.7 | 0.76 | 0.67 | 0.64 | 0.52 | 0.5 | 0.57 | 0.67 |
| Operating Cash Flow | $501M | $519M | $413M | $420M | $453M | $399M | $433M | $413M |