Added to YB: 2026-09-10
Pitch date: 2026-09-08
FLEX [neutral]
Flex Ltd.
-0.33%
current return
Author Info
No bio for this author
Company Info
Flex Ltd. provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, healthcare, industrial, and power industries in the Americas, Asia, and Europe.
Market Cap
$40.5B
Pitch Price
$113.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.73
P/E
42.28
EV/Sales
1.49
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
KEDM Lite Vol. 28 - Flex Ltd.
FLEX (update): Flex plans to spin off its faster-growing, AI-focused Cloud and Power Infrastructure segment in Q1 2027 and is acquiring EPC Power for $4.4B ahead of the separation. EPC adds roughly $800M of revenue and more than 40% organic growth to CPI’s approximately $5.7B revenue base. The key question is whether the large growth gap versus core manufacturing creates a compelling standalone opportunity once transaction details emerge.
Read full article (1 min)