Celestica is executing strongly on AI/cloud infrastructure demand. The raised 2026 outlook and record margins signal sustained momentum. Watch Q2 guidance midpoint ($4.3B revenue, $2.24 EPS) and upcoming conference call for further color on 2027 trajectory and capacity expansion.
Price Chart
Executive Summary
Celestica reported Q1 2026 revenue of $4.05B (+53% YoY) and adjusted EPS of $2.16, beating consensus of $1.98 by 9%. The company raised its 2026 annual outlook to $19.0B revenue and $10.15 adjusted EPS, up from prior $17.0B and $8.75, driven by accelerating CCS segment growth and new hyperscaler program wins.
Key Financial Metrics
Key Facts
- Q1 2026 revenue $4,047M, +53% YoY from $2,649M
- GAAP EPS $1.83 vs $0.74 YoY; adjusted EPS $2.16 vs $1.20 YoY
- Adjusted EPS $2.16 beat consensus $1.98 (+9.1%)
- 2026 annual outlook raised: revenue to $19.0B from $17.0B, adjusted EPS to $10.15 from $8.75
- Q2 2026 guidance: revenue $4.15B-$4.45B, adjusted EPS $2.14-$2.34
- CCS segment revenue $3.24B (+76% YoY); HPS revenue ~$1.7B (+63% YoY)
- Adjusted operating margin 8.0%, a company record
- Credit facility upsized to $2.5B, extended to April 2031
- New CPO switch program award with hyperscaler, production ramp in 2027
- Repurchased $20M of common shares in Q1
Financial Impact
Q1 adjusted EPS beat consensus by $0.18; annual guidance raised by $2.0B revenue and $1.40 EPS vs prior outlook
Risk Factors
- Customer concentration (three customers >10% of revenue in Q4 2025)
- Tariff/trade policy changes could impact supply chain and customer costs
- Execution risk on $1B capex plan and new facility construction
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001030894-26-000030 |
| Document: cls-20260427.htm | 0001030894-26-000030 |
| Document: 0001030894-26-000030-index-headers.html | 0001030894-26-000030 |
| Document: 0001030894-26-000030-index.html | 0001030894-26-000030 |
| Document: 0001030894-26-000030.txt | 0001030894-26-000030 |
| 8-K Data (Synthetic) | 0001030894-26-000030 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 24, 2026 7d ago | Insider Cluster | $365.44 $356.53 | ▼ −2.44% | ▼ −1.69% | $373.09 (+2.09%) |
Sep 11, 2026 20d ago | 8-K | $316.08 $316.81 | ▲ +0.23% | ▲ +0.69% | $373.09 (+18.04%) |
Aug 26, 2026 5w ago | Institutional Cluster | $317.38 $298.70 | ▼ −5.89% | ▼ −5.66% | $373.09 (+17.55%) |
Aug 7, 2026 8w ago | Insider Cluster | $317.83 $314.59 | ▼ −1.02% | ▼ −0.99% | $373.09 (+17.39%) |
Aug 7, 2026 8w ago | Insider Cluster | $317.83 $314.59 | ▼ −1.02% | ▼ −0.99% | $373.09 (+17.39%) |
Aug 3, 2026 8w ago | Insider Cluster | $371.15 $362.76 | ▲ +2.26% | ▲ +2.06% | $373.09 (−0.52%) |
Jul 27, 2026 9w ago | Press Release | $350.20 $328.43 | ▼ −6.22% | ▼ −4.68% | $373.09 (+6.54%) |
Jun 18, 2026 15w ago | Insider Cluster | $372.55 $376.84 | ▲ +1.15% | ▲ +1.47% | $373.09 (+0.14%) |
Apr 28, 2026 22w ago | 8-K | $361.54 $376.54 | ▲ +4.15% | ▲ +4.16% | $373.09 (+3.19%) |
Apr 27, 2026 22w ago | 8-K | $361.54 $360.65 | ▼ −0.25% | ▼ −0.24% | $373.09 (+3.19%) |
US Market Status
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