Flex (FLEX) Q4 FY26 earnings call

Flex closed FY26 at record profitability while resetting its identity: the AI-driven data-center franchise (CPI) will spin into a standalone public company by early CY27, leaving a simplified advanced-manufacturing Flex tilted toward healthcare, automation and networking. Near-term free cash flow bends to a heavy, front-loaded capacity buildout that management frames as already-contracted, multiyear hyperscaler demand rather than speculative overbuild.