$CLS delivered strong results (as expected)... https://t.co/nlkDTAl7CJ Q3 revs up +83% YoY Q3 eps up +109% YoY $CLS also raised CY2026 revenue guidance to $21B and said 2027 revenues will be $40B+ (+12.4% above current estimates) which implies ~90% growth, also giving CY2027 eps guidance of $21.50 eps which implies +85% YoY growth... I suspect there's upside to both these CY2027 numbers... this is just the starting point... this management team likes to underpromise and overdeliver... this means $CLS is trading AH at ~12x CY2027 eps with a forward PEG ratio of 0.15x $CLS up +9% AH although it was selling off into the close so it should be up much more on these results and that guidance.
在 X 查看 ↗