CLS Q3 revenue jumps 83% on AI infrastructure demand
According to TradingView, CLS posted Q3 revenue of $5.83B, up 83%, and lifted its FY26 outlook to $21.0B; Q4 guidance is $6.275B–$6.575B.
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what happened
CLS reported third-quarter revenue of $5.83 billion, up 83% year on year. Adjusted operating margin reached 8.5%, and adjusted earnings per share came in at $3.30.
According to TradingView, demand for AI infrastructure drove the growth, and the company raised its FY26 revenue outlook to $21.0 billion. For the fourth quarter, it guides to revenue of $6.275 billion to $6.575 billion.
why it matters
Strong growth and a higher revenue outlook tied to AI demand put the spotlight on CLS shares and on how durable that demand will be in the coming quarters. The figures suggest AI infrastructure remains a major driver of the company's revenue.
market impact
CLS shares: strong revenue and a higher outlook support interest in the stock
- CLS shares pressure up — strong revenue and a raised outlook support demand for the stock
tags
instruments
sources
- CLS: AI infrastructure demand drove 83% Q3 revenue growth and a higher FY26 outlook — TradingView, 27 October 2026 at 16:03 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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