-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：FLEX第四季度业绩强劲，净销售额超过70亿美元（同比增长17%），调整后每股收益为0.93美元（同比增长27%），均高于市场预期。全年净销售额约为280亿美元（同比增长8%），调整后营业利润率创下6.3%的历史新高。该公司第四季度调整后营业利润率达到6.7%，连续第六个季度保持6%以上的水平，展现了其稳健的执行力。FLEX宣布计划在2027年第一季度前将其云和电力基础设施业务分拆上市，我们认为此举将通过创建两个专注于不同战略重点的实体来释放价值。管理层给出的2027财年业绩指引为：净销售额323亿美元至338亿美元（中值增长18%），调整后每股收益4.21美元至4.51美元（中值增长32%），预计调整后营业利润率为7.0%至7.1%。我们认为，云和电力基础设施业务板块同比增长31%至约20亿美元的卓越表现，验证了公司向人工智能基础设施战略转型的正确性。FLEX将受益于超大规模数据中心资本支出增长的长期利好因素以及指数级增长的电力密度需求。
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