FLEX LTD. 8-K

What Happened

• On May 5, 2026, Flex Ltd. (FLEX) issued press releases (filed as Exhibits 99.1 and 99.2 to its Form 8-K) announcing its financial results for the fourth quarter and fiscal year ended March 31, 2026, and announcing its intent to spin off its cloud and power infrastructure business into a new independent publicly traded company.
• The company furnished these releases under Item 2.02 (results of operations and financial condition) and Item 7.01 (Regulation FD disclosure). The 8-K states the furnished materials are not “filed” for purposes of Section 18 of the Exchange Act. The report was signed by CFO Kevin Krumm.

Key Details

• Date of filing and releases: May 5, 2026.
• Reporting period: fourth quarter and fiscal year ended March 31, 2026.
• Strategic action: announced intent to spin off the cloud and power infrastructure business into a separate publicly traded company.
• Press releases supplied as Exhibits 99.1 (financial results) and 99.2 (spin-off announcement).

Why It Matters

• The earnings release provides the company's latest quarterly and full-year operating and financial information—important for evaluating recent revenue, profitability and trends (see Exhibit 99.1 for the specific figures).
• The announced spin-off is a material strategic move that will separate Flex’s cloud and power infrastructure operations into a standalone public company, which could alter Flex’s business mix and investor focus; however, the filing describes an intent, not a completed transaction.
• Retail investors should review the included press releases for the actual financial metrics and monitor follow-up SEC filings (e.g., registration statements, proxy materials) for timing, terms and impacts of the proposed spin-off.