泰勒斯公司发布2025财年财报，AI业务收入接近年度目标

Core Insights - The company, Telesys (TU.N), reported its Q4 and full-year financial results for FY2025, indicating that AI business revenue is nearing the annual target of $800 million, with plans to increase AI revenue to approximately $2 billion by 2028 [1] Financial Performance - The revenue expectation for Q4 2025 is CAD 5.408 billion, with an expected earnings per share of CAD 0.211 [2] - The quarterly dividend has been raised by 4% to CAD 0.4184, and the company plans to gradually eliminate the discounted dividend reinvestment plan starting in 2026. The current leverage ratio stands at 3.5 times, with a target to reduce it to 3 times by the end of 2027 [4] Business Developments - Canada's first sovereign AI factory commenced operations in September 2025, and as a partner of Nvidia Cloud, customer expansion has become a focal point [3] Stock Performance - Over the past seven trading days, the stock price has experienced a fluctuation range of 2.73%, with a cumulative decline of 0.14%, while the telecommunications services sector has increased by 1.99% during the same period [5] Institutional Perspectives - As of February 2026, 53% of institutional views are to buy or hold, with an average target price of $15.41, indicating potential upside from the closing price on February 11 [6]