Flex Q1 Review: RemainCo Seems A Lot More Attractive Than Before

Flex Inc. delivered strong Q1 '27 results, with 20% y/y revenue growth and beats across all major segments. RemainCo's RMS and ITS segments posted unexpected double-digit growth, improving the investment case for both post-spinoff entities. Management reaffirmed the Q1 2027 tax-free spin-off of Cloud & Power Infrastructure, with segment momentum and sustainability in focus.