The record starts accreting with the next priced report.
2-quarter memory
Intraday
No intraday reading yet this session.
Positioning
11 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
9,942
▼ 8%
Sep 18
2d
▲ 51%
18,259
1,922
▼ 3%
Sep 25
9d
▲ 29%
2,136
2,635
▲ 40%
Oct 2
16d
▲ 238%
1,281
392
first
Oct 9
23d
first
520
3,971
▲ 45%
Oct 16
30d
▲ 121%
9,156
Show later expiries· 6›
0
first
Oct 23
37d
first
0
0
first
Oct 30
44d
first
0
1,936
▲ 14%
putscalls
Nov 20
65d
▲ 36%
10,639
2,663
▲ 2%
Dec 18
93d
▲ 14%
7,834
10,928
▲ 2%
Jan 15
121d
▲ 2%
14,288
2,255
▲ 13%
Feb 19
156d
▲ 10%
946
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
CLS kept 7.85% of Q2 FY2026 revenue as profit. Revenue +16.10% on Q1 FY2026, +62.39% on Q2 FY2025.
Revenue
$4.7B▲ +16.10% q/q
Gross profit
$578M▲ +32.09% q/q
12.29% margin
Cost of revenue
$4.1B▲ +14.16% q/q
Operating income
$458M▲ +68.43% q/q
9.75% margin
Operating expenses
$119M▼ −27.80% q/q
SG&A $58M
R&D $46M
Other operating $15M
Pre-tax income
$442M▲ +72.30% q/q
Net income
$369M▲ +73.72% q/q
7.85% margin
Tax
$73M▲ +65.45% q/q
Other expense
$17M
Revenue$4.7B
Gross profit$578M12.29%
Operating income$458M9.75%
Pre-tax income$442M
Net income$369M7.85%
Cost of revenue
$4.1B · 87.71%
Operating expenses
$119M · 2.54%
Tax
$73M · 1.55%
Other expense leaves
$17M · 0.36%
Standardized lines from CLS’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Event sensitivity
release-day history · not a forecast
NFPjobs report1.6×up 2 of 8±4.9% vs ±3.1% · 8
PPIproducer prices1.2×up 3 of 9±3.6% vs ±3.1% · 9
GDPgross domestic product1.1×up 8 of 17±3.4% vs ±3.1% · 17
CPIconsumer prices1.1×up 4 of 9±3.4% vs ±3.1% · 9
FOMCrate decision1.0×up 16 of 24±3.2% vs ±3.1% · 24
PCEpersonal income & outlays1.0×up 6 of 17±3.0% vs ±3.1% · 17
CPROFcorporate profits0.8×up 4 of 10±2.4% vs ±3.1% · 10
How CLS has moved on past release days against its ordinary ±3.1% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.