10-QPeriod: Q3 FY2001

FLEX LTD. Quarterly Report for Q3 Ended Dec 31, 2000

Filed February 9, 2001For Securities:FLEX

Summary

Flextronics International Ltd. reported its third-quarter results for the fiscal year ending December 31, 2000. The company experienced significant revenue growth, with net sales increasing by 65% year-over-year to $3.2 billion for the quarter and by 90% for the nine-month period to $9.0 billion. This growth was driven by expanding sales to existing customers and new customer acquisitions. However, the company's gross margin declined to 7.3% in the quarter and 6.5% for the nine-month period, down from 8.6% and 9.2% respectively in the prior year. This decline was largely attributed to substantial "unusual charges" totaling $587.8 million for the nine-month period, primarily related to integration costs from multiple acquisitions and a non-cash charge associated with a strategic alliance with Motorola. The company's balance sheet shows a substantial increase in assets, driven by growth in receivables and inventories, reflecting the increased sales volume and strategic acquisitions. Total assets grew to $6.7 billion from $5.1 billion at the end of the prior fiscal year. Liabilities also increased, with bank borrowings and long-term debt rising, indicating the financing of growth and acquisitions. Despite the significant increase in sales, the net loss for the nine-month period widened to $252.9 million, compared to a net income of $105.5 million in the prior year, primarily due to the aforementioned unusual charges.

Key Highlights

  • 1Revenue surged 65% year-over-year to $3.2 billion in Q3 FY2001, with nine-month revenue up 90% to $9.0 billion, indicating strong top-line growth.
  • 2Gross margin declined to 7.3% in Q3 FY2001 from 8.6% in the prior year, and to 6.5% for the nine months from 9.2%, impacting profitability on sales.
  • 3Significant 'unusual charges' of $587.8 million for the nine-month period, largely due to merger integration costs and a Motorola alliance charge, heavily impacted net results.
  • 4Net loss for the nine months ended December 31, 2000, was $252.9 million, a notable deterioration from a net income of $105.5 million in the same period last year.
  • 5Total assets grew to $6.7 billion from $5.1 billion, with substantial increases in accounts receivable and inventories reflecting business expansion and acquisitions.
  • 6Cash used in operating activities for the nine months was $461.8 million, a significant increase from $14.1 million in the prior year, driven by higher receivables and inventory.
  • 7Flextronics completed several strategic acquisitions (DII Group, Lightning Metal Specialties, Palo Alto Products International, JIT Holdings, Chatham Technologies) during the period, accounted for using the pooling of interests method.

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