FLEX: AI Infrastructure Powers 38% Revenue Surge
Flex Ltd.'s (NASDAQ: FLEX) Cloud and Power Infrastructure (CPI) segment experienced a 38% revenue surge to $6.6 billion in fiscal year 2026, signaling a significant shift in the company's business focus. This growth, now accounting for 24% of total income, extended into Q1 FY2027 with a 21% revenue increase and a 39% jump in adjusted EPS, prompting higher fiscal year 2027 forecasts.
If considering exposure to infrastructure growth, watch Flex Ltd. ($FLEX+WL) as its Cloud and Power Infrastructure segment continues to expand and is slated for a strategic spin-off in early 2027.