Cambridge Technology (603083.SH)'s net profit for the third quarter was 433 million yuan, up 212.81% year on year and 106.71% month on month

According to the Zhitong Finance App, Cambridge Technology (603083.SH) released its report for the third quarter of 2026. In the first three quarters, the company achieved revenue of 4.921 billion yuan, an increase of 46.46% over the previous year. Net profit attributable to shareholders of listed companies was 761 million yuan, an increase of 193.35% over the previous year. Net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 730 million yuan, an increase of 185.95% over the previous year.

During the reporting period, the company's operating performance maintained rapid growth. The third quarter of 2026 achieved operating income of 2,216 billion yuan, an increase of 67.26% year on year and an increase of 56.21% month on month; net profit attributable to shareholders of the parent company was 433 million yuan, up 212.81% year on year, and 106.71% month on month. The first three quarters of 2026 achieved cumulative operating income of 4.921 billion yuan, which exceeded the full year level of the previous year, with a year-on-year increase of 46.46%; the cumulative net profit attributable to shareholders of the parent company was 761 million yuan, an increase of 193.35% over the previous year.

The increase in revenue is mainly due to the increase in demand for high-speed optical modules driven by the construction of global artificial intelligence (AI) infrastructure, 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.

The increase in profit was mainly due to the expansion of operating income and the continuous increase in the share of the overall business in the high-speed optical module business with high profitability. The rapid development of the company's high-speed optical module business is the result of increased industry demand and the company's continuous investment in customer expansion, capacity building, supply chain collaboration, and technology research and development. By the end of the reporting period, high-speed optical module business revenue accounted for more than 50% of the company's revenue, with 800G products accounting for the vast majority of high-speed optical module shipments.