Flex (FLEX) Q1 FY27 earnings call

Flex delivered strong Q1 FY27 results, with significant revenue growth and margin expansion across all segments, driven by high-value markets and increasing demand for AI infrastructure. The company is on track for the tax-free spin-off of its Cloud & Power Infrastructure segment in Q1 CY27, creating two focused entities poised for distinct growth phases. Management highlighted strategic investments in AI infrastructure, particularly in power and cooling technologies, as a key differentiator for SpinCo.