Flex Ltd (FRA:FXI)
€ 116.4 -4.02 (-3.34%) Market Cap: 43.69 Bil Enterprise Value: 45.38 Bil PE Ratio: 58.28 PB Ratio: 9.65 GF Score: 79/100

Flex Ltd at JPMorgan Global Technology, Media and Communications Conference Transcript

May 19, 2026 / 08:15PM GMT
Release Date Price: €108.92 (-1.36%)
Samik Chatterjee
JPMorgan Chase & Co - Analyst

Good afternoon, everyone. Thank you for being here. The next fireside chat I'm hosting is with Flex, and I have the pleasure of hosting Revathi Advaithi the CEO of the company; Michael Hartung, who's Chief Commercial Officer; and Kevin Krumm, who's CFO. Thank you all for being here at the conference. Thank you for taking the time. A lot of news over the last, what two weeks, three weeks. I can't remember now, but a lot of things to talk about.

And Revathi, maybe starting with you, you've been at Flex for seven years, a tenure where within which you -- this is now the second spin-off that you're announcing first NEXTracker, now the CPI segment. So tough not to notice a trend and a playbook here.

Can you just talk about the rationale and sort of how strategically you're thinking about things?

Revathi Advaithi
Flex Ltd - Chief Executive Officer, Director

Yeah, I'll just say, Samik, when I started with Flex seven years ago, we thought about the business in terms of opportunities for

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