文章核心观点 公司将于2024年7月24日盘前公布2025财年第一季度财务结果，并于同日上午7:30（CT）/8:30（ET）举行电话会议讨论结果，网络直播及回放将在公司投资者关系网站提供 [1] 公司信息 - 公司是制造合作伙伴，助力不同客户群体设计和制造改善世界的产品，通过30个国家全球劳动力的集体力量及可持续运营，为不同行业和终端市场提供技术创新、供应链和制造解决方案 [2] - 投资者与分析师联系人为副总裁David Rubin，电话(408) 577 - 4632，邮箱[email protected] [2] - 媒体与新闻联系人为总监Yvette Lorenz，电话(415) 225 - 7315，邮箱[email protected] [2]

文章核心观点 - 给予Flex Ltd.买入评级，公司受益于数据中心和汽车领域的长期趋势，预计营收从低个位数增长提升至中高个位数，盈利因高利润率业务增长更快，长期风险在于复杂零部件组装制造可能商品化 [12] 投资概述 - 给予Flex Ltd.买入评级，公司涉足两个有强劲长期增长动力的领域，将提升整体增长，结合利润率扩张和股东友好的资本回报，预计2029财年每股收益达4.55美元 [2] 业务描述 - Flex是一家电子制造服务公司，为多国客户提供外包工程、设计、制造和供应链服务 [3] - 按地区划分，26%的收入来自墨西哥，19.4%来自中国，13.6%来自美国，8%来自马来西亚，其余来自其他国家 [3] - 按业务板块划分，敏捷解决方案占2024财年收入的52.7%，可靠性业务占47.3%，可靠性业务利润率更高 [3][4] 数据中心需求增长对公司的积极影响 - AI需求增长推动数据中心需求大增，世界10年后可能需要100倍的数据中心 [5] - 数据中心数量增加带动零部件需求，Flex覆盖数据中心所需80%的零部件，能直接受益 [5] - Flex的Flex power pods具有建造成本低、交付时间短的竞争优势，可减少安装工时和组装测试需求 [5] - 数据中心业务占2024财年收入的11.4%，管理层预计未来5年复合年增长率为20%，考虑AI增长，该目标可能保守 [6] 车辆数字化带来的增长动力 - 车辆数字化推动对边缘计算、存储和电子零部件的需求，汽车制造商可能将组装业务外包给Flex [6] - 全球汽车软件和电子市场预计将达到4600亿美元，复合年增长率约5.5%，Flex因独特灵活的商业模式有望实现更快增长 [7] - 汽车业务目前占2024财年收入的约14%，管理层预计2024财年至2029财年复合年增长率为10% [7] 估值 - 预计Flex在2028财年的目标价格为61美元，4年内部收益率为20% [9] - 公司管理层的增长指引可信，过去15个季度仅两次未达目标，其他季度平均超出5% - 8% [10] - 预计数据中心收入到2029财年复合年增长率为20%，汽车业务收入同期复合年增长率为10%，非高增长业务参考历史增长率，约为2% [10] - 盈利增长将快于营收增长，历史净利率约2.5%，已升至3.5%，预计未来5年每年提升20个基点 [10] - 管理层在向股东返还资本方面表现良好，预计将持续，公司因收入结构改善和利润率提高，估值应高于过去，预计市盈率为13.5倍 [10]

公司动态 - 公司将参加与2024年纽约Marine Money活动相关的DNB投资者午餐会，并与投资者会面，所用演示材料已附且可在公司网页获取 [1] 公司概况 - 公司是专注于液化天然气（LNG）不断增长市场的航运公司 [1] - 公司船队有13艘LNG运输船在运营，所有船只均为配备最新一代二冲程推进系统（MEGI和X - DF）的先进船舶 [1] - 与旧的蒸汽和四冲程推进船舶相比，这些现代船舶在燃油效率和碳足迹方面有显著改善 [1] - 公司在纽约证券交易所和奥斯陆证券交易所上市，股票代码为FLNG [1]

EXTON, Pa., June 13, 2024 (GLOBE NEWSWIRE) -- Omega Flex, Inc. (the “Company”) today announced that the Board of Directors declared a regular quarterly dividend of $0.34 per share payable on July 10, 2024, to shareholders of record on June 26, 2024.   In determining the amount of future regular quarterly dividends, the Board will review the cash needs of the Company, and based on results of operations, financial condition, capital expenditure plans, and consideration of possible acquisitions, as well as suc ...

HAMILTON, Bermuda, June 7, 2024 /PRNewswire/ -- The shares in Flex LNG Ltd. (Ticker: FLNG) traded on Oslo Stock Exchange ("OSE") and registered with Euronext Securities Oslo will trade ex dividend of USD 0.75 per share as of today, June 7, 2024. The dividend will be paid to shareholders on OSE on or about June 26, 2024.The shares traded on the New York Stock Exchange ("NYSE") will be traded ex dividend of USD 0.75 per share on June 10, 2024. The dividend will be paid to shareholders on NYSE on or about June ...

Flex Inc (FLEX) recently announced the buyout of FreeFlow, which is renowned for its services in global secondary markets, specializing in asset disposition, digital circular economy tracking and reporting capabilities.The initiative is likely to augment FLEX’s service footprint across emerging markets, such as data center, enterprise and lifestyle, unlocking new sources of revenues and fostering sustainability through second life products.With more than two decades of experience, FreeFlow has effectively r ...

Company expands services for customers across multiple markets to create additional revenue streams and accelerate sustainability through second life products AUSTIN, Texas, May 31, 2024 /PRNewswire/ -- Flex (NASDAQ: FLEX) announced today it has acquired FreeFlow, a company serving global secondary markets with asset disposition and digital circular economy tracking and reporting capabilities. FreeFlow's B2B digital marketplace platform enables customers to sell surplus and returned inventory while protecti ...

AUSTIN, Texas, May 29, 2024 /PRNewswire/ -- Flex (NASDAQ: FLEX) has announced members of its leadership team will participate in the upcoming investor conference:Bank of America Global Technology Conference 2024Date: Wednesday, June 5, 2024Presentation time: 11:20am CT / 12:20pm ETThe presentation will be available as a live webcast accessible through the Flex Investor Relations website at https://investors.flex.com. An archived replay will be available on the website shortly after the conclusion of the pre ...

HAMILTON, Bermuda, May 23, 2024 /PRNewswire/ -- Flex LNG Ltd. ("Flex LNG" or the "Company") today release its 2023 Annual ESG Report. This is the sixth edition of our ESG report after the inaugural report in 2018 and contains key information about our commitment to the Environment, Social development, and Governance ("ESG") issues.The report has been prepared in accordance with the Sustainability Accounting Standards Board's (SASB) Maritime Transportation Standard (2023) and with reference to the Global Rep ...

分组1 - Flex LNG Ltd.将从公司的Contributed Surplus Account支付2024年第一季度的现金分配[1] 分组2 - 纽约证券交易所（NYSE）的交易结算周期将从T+2缩短至T+1，而奥斯陆证券交易所（OSE）将继续按照T+2的方式结算交易[2] 分组3 - NYSE股东将在2024年6月21日左右收到每股0.75美元的分配，而OSE股东将在2024年6月26日左右收到相同金额的分配，但以挪威克朗的形式发放[4]