CLS: record Q3 margin and AI demand back a $40B FY27 revenue outlook
CLS reported third-quarter revenue up 83% and adjusted EPS up 109%, both above guidance, and set a FY27 outlook targeting $40.0B in revenue.
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what happened
According to TradingView, CLS posted third-quarter revenue of $5.83B, up 83% year over year. Adjusted earnings per share rose 109% to $3.30. Both figures came in above the company's guidance.
For fiscal 2027, CLS targets $40.0B in revenue and a 9.0% adjusted operating margin. The source says this outlook is supported by robust data center demand.
why it matters
For investors, this is a signal from suppliers of data center infrastructure: growing orders tied to AI keep supporting revenue and margins for companies in this segment. The report may shape sentiment across the electronics and AI hardware sector.
market impact
CLS shares: strong results and a raised outlook support the stock
- CLS shares pressure up — revenue and earnings beat guidance and the FY27 outlook is raised
tags
instruments
sources
- CLS: Record Q3 adjusted margin and robust AI demand underpin a $40B FY27 revenue 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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