Flex Ltd. (NASDAQ:FLEX) Q2 2026 Earnings Call Transcript
Operator: Thank you for standing by. Welcome to Flex's Second Quarter Fiscal 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this call is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 8,150,488 | $472,483,789 | +3% | 6.66% |
| 2. | Alyeska Investment Group Anand Parekh | 2,245,374 | $130,164,331 | -39% | 0.39% |
| 3. | Balyasny Asset Management Dmitry Balyasny | 2,145,115 | $124,352,317 | -19% | 0.16% |
| 4. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,527,361 | $88,541,117 | -60% | 0.43% |
| 5. | Simcoe Capital Management Jeffrey Jacobowitz | 1,138,385 | $65,992,178 | -1% | 9.57% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.49 | 11,500 | $97,631.55 | 76,929 | 2018-12-04 | Filing | |
| $7.48 | 27,027 | $202,272.77 | 311,165 | 2018-10-30 | Filing | |
| $10.17 | 5,000,000 | $50,850,000.00 | 75,130,959 | 2014-10-03 | Filing | |
| $10.54 | 10,000 | $105,400.00 | 401,986 | 2014-07-30 | Filing | |
| $7.34 | 15,000 | $110,100.00 | 290,112 | 2013-05-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $54.52 | 20,000 | $1,090,450.00 | 98,073 | 2025-11-21 | Filing | |
| $63.50 | 62 | $3,937.00 | 211,198 | 2025-11-11 | Filing | |
| $62.83 | 3,496 | $219,647.04 | 211,260 | 2025-11-11 | Filing | |
| $62.02 | 11,442 | $709,592.79 | 214,756 | 2025-11-11 | Filing | |
| $62.85 | 4,442 | $279,181.03 | 226,198 | 2025-11-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 43,223,032 | $2,505,639,157 | 0.04% | |
| 2. | 29,610,278 | $1,716,507,814 | 1.31% | |
| 3. | 26,309,846 | $1,525,171,598 | 0.7% | |
| 4. | 21,209,226 | $1,229,498,842 | 0.06% | |
| 5. | 19,030,836 | $1,104,467,058 | 1.13% |