CLS Earnings

CLS reported its earnings on 2026-01-28, showcasing a revenue of 3.65B against an estimate of 3.47B, resulting in a 5.33% surprise. The EPS was 1.89, surpassing the expected 1.77 by 6.78%. The stock experienced a -13.1% price change on the earnings day and a -13.84% change over the next five days, reflecting market reactions to the results.

Following CLS's earnings announcement on 2026-01-28, the stock price moved by -13.1% on the day of the release. Over the subsequent five days, it saw a -13.84% change. Historically, CLS's stock price tends to shift by an average of -1.94% in the 10 days leading up to earnings and 10.33% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate CLS's annual revenue to reach 3.60B, while the EPS is projected at 1.83. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between CLS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CLS's stock price typically moves by -1.94% in the 10 days before its earnings and 10.33% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.83 and revenue of 3.60B.

The earnings call indicates strong financial performance, with increased revenue and EPS guidance for 2025 and 2026. The company has a solid free cash flow outlook and a strong balance sheet. Despite slower growth guidance for 2026, management remains optimistic about future opportunities, particularly in AI/ML and networking. The Q&A section revealed cautious optimism and strategic investments in growth areas, which should positively impact the stock price. However, macroeconomic uncertainties pose potential risks. Overall, the sentiment leans positive, with expected stock price movement in the 2% to 8% range.