Who are Flex Ltd.'s suppliers?

1 disclosed: GSI Technology Inc; largest disclosed share 2.30% of GSIT's revenue.

Who are Flex Ltd.'s customers?

4 disclosed: Teradata Corp, Arista Networks, Inc., Enphase Energy, Inc. and 1 more; 1 is a partnership or agreement.

FLEXNasdaqPrinted Circuit Boards

Flex Ltd.

86.53

−6.54 · −7.03%

post 86.42 −0.13%

Closed17:59 ET

Open88.90Volume4.4MMkt cap$32.0BP/E30.75EPS2.81

Day85.10 – 89.7229%52-wk53.07 – 166.8629%

FLEX

Flex Ltd.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±25.4%implied · straddle

64.55108.41

spot 86.48exp Feb 19ATM strike 85ATM straddle 25.80IV 69%

Oct 30 closeprovisional

Expected move

Inputs

Next report

Feb 3

before open · in 96 days

est.Q3 FY27

Earnings

Next report

Last report

+11.61%

vs ±15.0% implied · ×0.77

shaded = implied · ▲▼ = realized

Oct 28 '26 · confirmed2 of 8 at or beyond implied

History

Largest filed tie

2.30%

of GSI Technology revenue

supplierGSIT 10-K

Largest filed tie

13F top-10 QoQ

+1.16%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

1,126 managers

Top fund weight

0.33%

FLEX weight · XLK

N-PORTJun 30 '26

9 funds

Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied

Who supplies Flex, and who buys from it

Flex has 1 disclosed supplier and 4 disclosed customers in SEC filings.

Supply chain

SEC EDGAREDGAR · Jun 5 '26

Sources

GSIT

GSIT 10-K

← Buys from

FLEX

Sells to →

Suppliers1Customers4

FLEX

suppliercustomer2°second-degree (Extended)Full map

Thick line = filed share ·Moves · 23:09 ETSources

Supply chain

SEC EDGAR

Dependency

1 filed shareSources

1,111×skew · share of GSIT revenue ÷ share of FLEX revenue

Counterparty% of their revenue% of FLEX revenueSkewRoleFilingDate

GSITGSI Technology2.30%<0.01%derived1,111×derivedsupplierGSIT 10-Kfiled Jun 5 '26Source

<0.01% = GSIT FY revenue × 2.30% ÷ FLEX FY revenue · 1,111× = 2.30% ÷ <0.01% · Source: SEC EDGAR

Sources for FLEX relationships

SEC EDGAR · verbatim disclosure

Sources for FLEX relationships

EDGAR · verbatim disclosure · 5Show sources· 5

GSITGSI Technology Incsupplier

SentenceThe following direct customers accounted for 10% or more of our net revenues in one or more of the following periods: Fiscal Year Ended March 31, 2026 2025 2024 Contract manufacturer: Flextronics Technology 2.3 % 2.7 % 13.5 % Distributors: Avnet Logistics 63.7 49.6 50.6 Holystone 14.2 22.6 2.5 Nexcomm 8.9 9.8 9.3

GSIT: 2.30%of GSIT revenuedisclosed
FLEX: <0.01%of FLEX revenuederived

basisGSIT FY2026 revenue $25MFLEX FY2026 revenue $27.9B

GSIT 10-Kaccession 0001104659-26-070962filed Jun 5 '26GSIT

customer

AMZNAmazon.com, Inc.

SentenceOn August 15, 2025, we issued a warrant (the "Warrant") to Amazon.com NV Investment Holdings LLC, a wholly-owned subsidiary of Amazon.com, Inc. ("Parent") to purchase up to an aggregate of 3,859,851 ordinary shares of the Company ("Warrant Shares") at an exercise price of $51.29 per share.

FLEX 10-Kaccession 0000866374-26-000012filed May 20 '26AMZN

ANETArista Networks, Inc.

SentenceOur primary manufacturing partners are Jabil Inc., Sanmina Corporation, Flex Ltd. and Foxconn Hon Hai.

ANET 10-Kaccession 0001596532-25-000028filed Feb 19 '25ANET

ENPHEnphase Energy, Inc.

SentenceTo mitigate supply chain risks and tariff exposure and to leverage U.S. manufacturing incentives, we continued to operate our domestic manufacturing footprint, including our in‑house manufacturing facility and our partnership with Flex.

ENPH 10-Kaccession 0001463101-26-000013filed Feb 17 '26ENPH

TDCTeradata Corp

SentenceOur hardware components are assembled and configured by Flex Ltd. ("Flex").

TDC 10-Kaccession 0001628280-26-012671filed Feb 27 '26TDC

Order: filed share, then A–Z, unlisted last

Methodology

ties · implied moves · holdersMethod

Ties Implied moves Holders

Dependency

Sources

Methodology

ties · implied moves · holdersMethod

Ties Implied moves Holders