CLS guides to $40B revenue for fiscal 2027 on strong AI infrastructure demand
CLS reported 83% quarterly revenue growth in Q3. For fiscal 2027 it targets $40B in revenue and a 9% operating margin.
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what happened
According to TradingView, CLS posted 83% revenue growth in the third quarter, while adjusted earnings per share rose 109%. Its non-GAAP operating margin reached a record level.
For fiscal 2027 the company expects revenue of $40B and an operating margin of 9%. The main driver of the outlook is growth in AI infrastructure and significant investment in production capacity.
why it matters
The outlook rests on expectations of steady demand for AI infrastructure, so the business will depend on how quickly customers expand their purchases. Capacity spending raises costs, and investors will watch how it affects margins.
market impact
CLS shares and the AI infrastructure sector: a strong outlook supports investor interest in the company.
tags
instruments
sources
- CLS: $40B FY2027 revenue outlook rides AI demand, with 9% operating margin targeted — TradingView, 27 October 2026 at 23:50 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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