FLEX · Q3 FY26 · Sep 27 – Dec 31, 2025
Flex Q3 FY26: where the revenue came from and where it went
Flex Q3 FY26: revenue $7.1B (+8% year over year). Net profit $0.2B. Largest cohort Transferred At Point in Time $4.7B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Sep 27 – Dec 31, 2025
- Reported
- Feb 6, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$7.1B
+8% year over year
Gross profit$0.7B
10% margin
Operating profit$0.4B
6% margin
Net profit$0.2B
3% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 7.1 | 100% | +8% |
| Transferred At Point in Time | 4.7 | 66% | −2% |
| Transferred Over Time | 2.3 | 32% | +33% |
| Cost of revenue | −6.4 | 90% | |
| Gross profit | 0.7 | 10% margin | +1pp |
| SG&A | −0.3 | 4% | +0pp |
| Other | −0 | 0% | +0pp |
| Operating profit | 0.4 | 6% margin | +0pp |
| Tax | −0.1 | ||
| Interest & other costs | −0.1 | ||
| Net profit | 0.2 | 3% | −1pp |
Older quarters
-
Q2 FY26 9/2025Revenue $6.8B 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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