Flex has transformed itself from a low-margin contract maker to a solution-oriented operator with access to strong secular trends such as AI and cloud infrastructure. Agility Solutions, powered by multi-year hyperscale victories, has become theI have over 13 years of diverse financial analysis experience across various sectors, including Auto, Industrials, and IT. Worked in a Ford and Caterpillar treasury, and managed Investor relations and Strategic finance of a listed IT company of market cap ~USD 2.5bn. ...

Accessibility StatementSkip Navigation New scalable solution delivers flexible capacity up to 1.8 megawatts (MW) to meet evolving AI, high performance computing (HPC), and hyperscale workloads. AUSTIN, Texas, Sept. 23, 2025 /PRNewswire/ -- Flex (NASDAQ: FLEX), a global manufacturing leader and innovator in data center infrastructure solutions, today announced the launch of its new Modular Rack-Level Cooling Distribution Unit (CDU)—available immediately—as the latest addition to its expanding cooling portfol ...

Key Takeaways Flex has transformed into an end-to-end provider across design, manufacturing and supply services.The company targets $6.5B in data center revenue, with at least 35% growth and 25% of total sales.Recent buys of JetCool and Crown expand Flex's liquid cooling and U.S. power market presence.Flex Ltd. ((FLEX) stock has surged 75% in the past year, outperforming the Zacks Electronics - Miscellaneous Products industry, the Zacks Computer and Technology sector and the S&P 500 composite’s growth of 7. ...

公司合作与产品创新 - Flex Power Modules与Renesas合作开发新一代板载电源管理解决方案 支持CPU、GPU、FPGA、ASIC及AI加速卡[1][2] - 合作整合Renesas智能电源级与Flex先进设计能力 显著提升设计周期速度、节省PCB空间并降低成本[3] - 双方将共同开发高密度电源模块 集成Renesas智能电源级与Flex高效DC/DC转换器 支持2相至32相配置[5] 技术优势与产品特性 - 新垂直电源传输(VPD)产品提升数据中心处理器效率、瞬态响应及热性能 满足AI高功率需求[3] - 合作扩展Flex垂直电源传输产品组合 Renesas将新增双方联合开发的两相电源塔产品[3] - 解决方案结合双方技术优势 通过Renesas渠道实现规模化交付[4] 市场定位与业务覆盖 - Flex Power Modules为数据中心、通信、工业及交通市场提供可扩展DC/DC电源转换器解决方案[7] - Flex提供先进制造能力、创新电源与冷却产品及端到端生命周期服务 解决AI时代数据中心功率与散热挑战[5] - 公司业务覆盖全球30个国家 为多元化行业提供技术创新、供应链及制造解决方案[6]

产品发布计划 - Cboe Europe Derivatives计划于2026年第一季度在欧洲推出FLEX期权 该产品允许定制行权价 到期日 结算类型和行权方式等关键条款 [1][2] - 初始标的将包括单一国家及泛欧Cboe欧洲股票指数 个股和ETF 并计划在2026年内扩大覆盖范围 [4] - 产品结合了场外衍生品的灵活性和交易所产品的透明度 效率及风险缓释优势 [2] 市场背景与需求 - 美国市场FLEX期权未平仓合约从2019年200万份大幅增长至2025年3500万份 增幅达1650% [3] - 美国定义收益ETF资产管理规模从2019年50亿美元增长至2025年超过700亿美元 增幅达1300% [3] - 欧洲投资者对定制化风险管理工具需求上升 两家美国定义收益ETF发行商First Trust Global Portfolios和Vest Financial将支持该产品在欧洲的推广 [5][6] 基础设施与清算安排 - FLEX期权将由Cboe Clear Europe负责清算和结算 这是领先的泛欧清算所 [4] - Cboe自1993年在美国市场推出FLEX期权 具备全球期权创新经验和成熟基础设施 [3][5] 战略意义 - 此次发布是扩大欧洲上市衍生品生态系统的重要里程碑 旨在提高区域市场参与度 [5] - 产品将支持定义收益ETF发行商在欧洲市场的扩张计划 帮助投资者实现收益创造 下行保护和增强增长等特定投资目标 [3][5][6]

Sound Shore Management, an investment management firm, has released its investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. The fund’s Investor Class (SSHFX) and Institutional Class (SSHVX) delivered 3.06% and 3.10%, respectively, in the second quarter of 2025 compared to a 3.79% return for the Russell 1000 Value Index (Russell Value) and 10.94% return for the Standard & Poor 500 Index (S&P 500). Sound Shore’s 35-year annualized returns were 14.92% and 15.14% for SSH ...

公司活动 - 首席财务官Knut Traaholt将于2025年9月11日在奥斯陆举行的第32届能源会议上发表演讲 由Pareto Securities主办 [1] - 演讲材料已通过附件形式提供 同时可在公司官网www flexlng com获取 [1] 公司业务概况 - 公司专注于液化天然气运输市场 拥有13艘在运营LNG运输船 [1] - 所有船舶均采用最先进的二冲程推进技术（MEGI和X-DF） [1] - 新型船舶相比传统的蒸汽和四冲程推进船舶 在燃油效率和碳足迹方面有显著改善 [1] - 公司股票在纽约证券交易所上市 交易代码为FLNG [1] 财务信息 - 公司2025年第二季度除息日已确定 在奥斯陆证券交易所交易的股票将进行除息交易 [3] - 公司公布了截至2025年6月30日的六个月未经审计财务业绩 [4] 行业分类 - 公司业务涉及海事与造船业 [5] - 业务范围涵盖运输 卡车与铁路行业 [5] - 属于天然气行业 [5] - 涉及公用事业领域 [5]

Accessibility StatementSkip Navigation SOURCE Flex WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM? AUSTIN, Texas, Sept. 10, 2025 /PRNewswire/ -- Flex (NASDAQ: FLEX) announced its inclusion on the TIME World's Best Companies 2025 list. This marks the third consecutive year the company was included in this prestigious ranking, which recognizes top-performing companies across the globe. "Being named a World's Best Company by TIME again is a proud moment for Flex," said Revathi Advaithi, Chief Executive O ...

Question-and-Answer SessionMark DelaneyGoldman Sachs Group, Inc., Research Division I thought we could start off with some questions by end markets. And certainly, one of the bigger ones we've been hearing a lot this week at the Communacopia and Technology Conference is on the data center market. For Flex last year, a $4.8 billion business. Now nearly 20% of your revenue, I think $3.5 billion of that $4.8 billion was tied to assembly and then $1.3 billion in power. Maybe you can speak a bit more to the brea ...

数据中心业务规模 - 数据中心业务年收入达48亿美元 占公司总营收近20% [1] - 其中35亿美元来自组装业务 13亿美元来自电源业务 [1] 业务构成分析 - 数据中心客户群覆盖广泛 包括超大规模企业和企业级客户 [1] - 业务增长由人工智能和机器学习等新兴需求驱动 [1] - 公司在数据中心领域具备端到端解决方案能力 从机架到主板设计制造 [1]