财务数据和关键指标变化 - 第一季度收入为63亿美元,略高于预期 [8] - 调整后的营业利润率为4.8%,同比提升50个基点 [24] - 调整后每股收益为0.51美元,同比增长约9% [25] 各条业务线数据和关键指标变化 - 可靠性解决方案业务收入为29亿美元,优于预期,主要受益于电源和医疗设备需求的增长 [25] - 可靠性解决方案业务营业利润为1.47亿美元,营业利润率为5%,与去年持平 [26] - 敏捷解决方案业务收入为34亿美元,优于预期,主要受益于云计算业务的强劲表现 [26] - 敏捷解决方案业务营业利润为1.79亿美元,同比增长23%,达到5.3%的强劲利润率 [27] 各个市场数据和关键指标变化 - 云计算和数据中心业务持续强劲,推动了公司电源和工业业务的需求 [12][13][14] - 汽车业务保持增长,尽管整体汽车销量预期有所下降,但公司的汽车业务收益主要来自于电动化和混合动力车型 [15][16][17] - 医疗设备业务需求强劲,但医疗设备市场仍然疲软,公司正在向更复杂的医疗设备转型 [18][19] 公司战略和发展方向及行业竞争 - 公司正在通过EMS+产品+服务的战略,聚焦高增长和高利润的市场,如数据中心、汽车和医疗设备 [36][37] - 公司正在持续投资和整合计算、电源和服务能力,以增强在这些领域的竞争优势 [13][14][36] - 公司正在积极应对贸易政策变化带来的挑战,帮助客户建立更有弹性的供应链 [62][81] 管理层对经营环境和未来前景的评论 - 整体宏观环境仍然动荡,公司维持了全年指引 [11] - 公司有信心实现全年业绩目标,并将继续推动利润率和现金流的改善 [36] - 公司看好数据中心、汽车和医疗设备等领域的长期增长机会 [12][15][18] 其他重要信息 - 公司CFO Paul Lundstrom将离职,由Jaime Martinez担任临时CFO [21][22] - 公司在第一季度回购了约1500万股,总额约4.6亿美元 [30] - 公司维持了全年收入和每股收益的指引区间 [34][35] 问答环节重要的提问和回答 问题1 **Samik Chatterjee 提问** 询问公司哪些业务仍面临下行压力,以及公司对这些业务的前景判断 [39] **Revathi Advaithi 回答** 公司在工业、消费电子和电信等领域仍面临一些下行压力,但公司在云计算、汽车和医疗设备等领域保持强劲增长,整体保持良好平衡 [40] 问题2 **Samik Chatterjee 提问** 询问公司是否考虑通过剥离低毛利业务来优化业务组合 [41] **Revathi Advaithi 回答** 公司目前没有大规模的业务组合调整计划,而是通过持续改善各业务部门的业务组合和利润率来优化整体业务 [42][43] 问题3 **George Wang 提问** 询问公司在电源业务方面是否有并购计划,以及未来电源业务的发展前景 [52][54] **Revathi Advaithi 回答** 公司会继续关注电源业务相关的并购机会,但会保持谨慎和选择性,重点是要为业务带来合适的利润率和回报 [53][55][56]

Flex (FLEX) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 24.39%. A quarter ago, it was expected that this electronics designer and manufacturer would post earnings of $0.55 per share when it actually produced earnings of $0.57, delivering a surprise of 3.64%.Over the last four quar ...

财务业绩 - 第一季度净销售额为63亿美元[2] - 第一季度GAAP营业利润为2.33亿美元[2] - 第一季度调整后营业利润为3.06亿美元[2] - 第一季度GAAP净收益为1.39亿美元[2] - 第一季度调整后净收益为2.11亿美元[2] - 第一季度GAAP每股收益为0.34美元[2] - 第一季度调整后每股收益为0.51美元[2] 财务预测 - 预计第二季度收入为62亿美元至68亿美元[5] - 预计2025财年收入为254亿美元至264亿美元[6] - 预计2025财年调整后每股收益为2.30美元至2.50美元[6] 财务状况 - 公司总负债为127.41亿美元，较上年同期减少1.91亿美元[32] - 公司总股东权益为49.96亿美元，较上年同期减少3.29亿美元[32] - 公司经营活动产生的现金流量净额为3.4亿美元，较上年同期增加3.34亿美元[33] - 公司投资活动使用的现金流量净额为8200万美元，较上年同期减少7300万美元[34] - 公司筹资活动使用的现金流量净额为4.68亿美元，较上年同期减少1800万美元[35] - 公司现金及现金等价物净减少2.31亿美元，较上年同期减少4.03亿美元[36] 其他 - 公司首席财务官Paul Lundstrom将于2024年7月31日离职[7][8] - 公司剔除股票补偿费用、无形资产摊销等非经常性项目后的非公GAAP财务指标[37][38][39][40][41][42][43][44][45]

AUSTIN, Texas, July 24, 2024 /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced results for its first quarter ended June 28, 2024. First Quarter Fiscal Year 2025 Highlights: Net Sales: $6.3 billion GAAP Operating Income: $233 million Adjusted Operating Income: $306 million GAAP Net Income attributable to Flex Ltd: $139 million Adjusted Net Income attributable to Flex Ltd: $211 million GAAP Earnings Per Share: $0.34 Adjusted Earnings Per Share: $0.51 An explanation and reconciliation of non-GAAP financial ...

Company brings more than two decades of experience in integrated reverse logistics and circular economy services at scale to global member network AUSTIN, Texas, July 18, 2024 /PRNewswire/ -- Flex (NASDAQ: FLEX) announced it has joined the Reverse Logistics Association (RLA), a member-driven, global trade association for the returns and reverse industry and an authoritative body for reverse logistics best practices. Bringing more than two decades of experience in integrated reverse logistics and circular ec ...

DALLAS, July 16, 2024 (GLOBE NEWSWIRE) -- AMN Healthcare, the leader and innovator in total talent solutions for healthcare organizations, launched the Manager Hub app, the latest innovative capability of its workforce management platform, ShiftWise Flex™. This additional functionality empowers healthcare organizations with on-the-go, accessible workforce management capabilities. ShiftWise Flex, a next-gen vendor-neutral vendor management system (VMS), serves as a comprehensive workforce management platform ...

Natallia Pershaj/iStock via Getty Images Liquid Natural Gas, known as LNG, had a surge in 2022. This was due to Russia's invasion of Ukraine, which caused European countries to change their buying patterns. LNG shipping prices increased accordingly. Europe remains the biggest importer of LNG, but it appears to be adopting more of a wait and see approach in 2024, with up to 66% of its LNG demand uncontracted: FLNG site Higher rates in 2022 allowed FLEX LNG Ltd. (NYSE:FLNG) to secure higher long-term ch ...

AUSTIN, Texas, July 9, 2024 /PRNewswire/ -- Flex (NASDAQ: FLEX) will announce its first quarter fiscal 2025 financial results before the market opens on Wednesday, July 24, 2024. The company will hold a conference call to discuss the results on the same day at 7:30 AM (CT) / 8:30 AM (ET).The live webcast presentation will be available on the Flex Investor Relations (IR) website located at investors.flex.com. The webcast replay, along with supporting materials, will be available on the IR website following t ...

SweetBunFactory Investment overview I give a buy rating to Flex Ltd. (NASDAQ:FLEX). I believe FLEX gives investors direct exposure to two key verticals that have very strong underlying secular tailwinds. These two verticals should improve FLEX's overall growth profile from historical low-single-digits to mid-to-high-single-digits. Coupled with margin expansion (high-growth segments have higher margins), I am expecting FLEX to see earnings growth faster than revenue growth. Lastly, when combined with the sha ...

HAMILTON, Bermuda, June 24, 2024 /PRNewswire/ -- Flex LNG will attend the DNB Investor Lunch in connection with Marine Money 2024 in New York, and we will also be meeting with investors. The presentation used is attached hereto and is also available on our web page. For more information please contact: Knut Traaholt, Chief Financial Officer of Flex LNG Management AS Telephone: +47 23 11 40 00 Email: [email protected] About FLEX LNG Flex LNG is a shipping company focused on the growing market for Liquefied N ...