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Flex's Cloud and Power Infrastructure segment drives strong growth, raising FY2027 forecasts and planning a spin-off.

Company Fundamentals
22 Aug 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Flex Ltd.'s Cloud and Power Infrastructure (CPI) segment is rapidly expanding, with revenue up 38% to $6.6 billion in FY2026, now making up 24% of total revenue. This growth led to a 21% revenue increase and a 39% jump in adjusted EPS in Q1 FY2027, prompting the company to raise its full-year 2027 forecasts. Flex plans to spin off the CPI segment in early 2027, which is expected to clarify its AI infrastructure value and support ongoing profit growth. This structural shift highlights Flex's evolving business model focused on high-growth technology sectors.

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