FLEX · Q2 FY26 · Jun 28 – Sep 26, 2025
Flex Q2 FY26: where the revenue came from and where it went
Flex Q2 FY26: revenue $6.8B (+4% year over year). Net profit $0.2B. Largest cohort Transferred At Point in Time $4.8B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Jun 28 – Sep 26, 2025
- Reported
- Oct 31, 2025
Tap the diagram to enlarge · figures in billions of dollars
Revenue$6.8B
+4% year over year
Gross profit$0.6B
9% margin
Operating profit$0.3B
4% margin
Net profit$0.2B
3% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 6.8 | 100% | +4% |
| Transferred At Point in Time | 4.8 | 71% | −6% |
| Transferred Over Time | 2 | 29% | +42% |
| Cost of revenue | −6.2 | 91% | |
| Gross profit | 0.6 | 9% margin | +1pp |
| SG&A | −0.2 | 4% | +1pp |
| Other | −0.1 | 1% | +0pp |
| Operating profit | 0.3 | 4% margin | +0pp |
| Tax | −0.1 | ||
| Net profit | 0.2 | 3% | +0pp |
Older quarters
-
Q3 FY26 12/2025Revenue $7.1B Net margin 3%
-
Q3 FY25 12/2024Revenue $6.6B Net margin 4%
-
Q2 FY25 9/2024Revenue $6.5B Net margin 3%
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