Flex Ltd. (FLEX) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.15K Followers Follow Flex Ltd. ( FLEX ) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 5:25 PM EDT Company Participants Michael Hartung - President & Chief Commercial Officer Kevin Krumm - Chief Financial Officer Christopher Butler - President of Embedded & Critical Power Business Conference Call Participants Mark Delaney - Goldman Sachs Group, Inc., Research Division Presentation Mark Delaney Goldman Sachs Group, Inc., Research Division Okay. Great. Thank you, everybody, for joining us. My name is Mark Delaney, and I have the pleasure of covering Flex for Goldman Sachs. Very pleased to have with us today, Michael Hartung, the President and Chief Commercial Officer of Flex as well as the planned CEO of RemainCo Flex; Kevin Krumm, CFO of the combined company and the planned CFO of the SpinCo; and Chris Butler, who is the President of Critical and Embedded Power of Flex, but will be the Chief Technology and Strategy Officer of the SpinCo. Thank you all for joining. Michael Hartung President & Chief Commercial Officer Good to be here. Thanks, Mark. Question-and-Answer Session Mark Delaney Goldman Sachs Group, Inc., Research Division Mike, I want to start with you, and congrats on your pending appointment as CEO of RemainCo Flex. Maybe you can start with some of your key priorities as you take on that role. Michael Hartung President & Chief Commercial Officer Yes, sure. So I think as everybody in the room probably knows, we've announced a spin. We expect that spin to be executed just after the first of the year. And so when I think about priorities, I think about them in phases. So you've got this pre-spin priority list and then post-spin priority list. Pre-spin, we're really focused on 2 things: getting the execution of the spin correct and timely. And then two, maintaining the momentum that we've created over the past, call it, 2 quarters in the RemainCo business. So if you think