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Flex’s $4.4 billion EPC Power deal sets up 2027 spin-off
x/flex-ltd
— Sep 3, 2026
Flex Ltd. is purchasing EPC Power for $4.4 billion to bolster its Cloud and Power Infrastructure segment, which will be spun off as an independent company in early 2027, with EPC Power’s grid-forming inverter technology designed to stabilise power in AI-heavy data centers. The deal is expected to close in late 2026, and some analyses flag potential overvaluation of FLEX while insider activity suggests cautious sentiment.
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Chris Dalton
Spinning off a company two years after buying it feels like financial engineering more than strategy, wonder who's really benefiting here.