Q2 FY24 Earnings Presentation
Q3 FY24 segment outlook
Flex Reliability Solutions
омо
Automotive
Secular trends, including electrification driving demand
UAW strikes remain a watch item
Health Solutions
Multiple program ramps continue supported by long-term
secular trends
Flex Agility Solutions
CEC
IT spending environment remains dynamic; Al-driven Cloud
spending strong, Enterprise IT & Comms soft
Longer-term trends driving cloud and networking
·
technology transitions remain strong.
Lifestyle
•
Strong market position with premium brands, however
consumer-related demand remains soft
Industrial
•
Continued demand in high growth areas such as EV
charging, automation and cloud/critical power
Expect residential solar weakness to continue
•
Effective cost management remains the near-term focus
Consumer Devices
• Consumer end market weakness persisting
Nextracker
11
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Global demand remains solid with strong pipeline
•
Remain focused on continued cost management
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