Cambridge Technology (06166) net profit of 761 million yuan in the first three quarters increased 193.35% year-on-year

According to the Zhitong Finance App, Cambridge Technology (06166) announced results for the first three quarters of 2026, with operating income of 4.921 billion yuan (RMB, same below), up 46.46% year on year; net profit attributable to shareholders of listed companies was 761 million yuan, up 193.35% year on year; basic earnings per share were 2.13 yuan.

According to the announcement, the increase in revenue is mainly due to the increase in demand for high-speed optical modules driven by global artificial intelligence (AI) infrastructure construction, as well as the positive progress made by the company in customer expansion, capacity construction, and supply chain support. In particular, important breakthroughs have been made in the expansion of new customers in the North American market. The customer structure has gradually expanded from network equipment suppliers to different types of customers such as traditional cloud service providers, emerging cloud computing and computing power infrastructure service providers, further broadening the market space and enhancing the sustainability of business growth.