Massive beat and raised guidance signal accelerating demand from hyperscale data center customers. The 2027 acceleration commentary is a key catalyst — watch for continued upward revisions. The stock has strong momentum with 83% win rate on prior calls. Consider adding on any pullback.
Price Chart
Executive Summary
Celestica reported Q2 2026 revenue of $4.70B (62% YoY growth) and adjusted EPS of $2.54, both above the high end of guidance. The company raised its 2026 annual revenue outlook to $20.5B (from $19.0B) and adjusted EPS to $11.30 (from $10.15), while guiding for 2027 revenue growth to accelerate beyond 65%. The massive beat and raised guidance reflect surging data center infrastructure demand.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $4.70B, +62% YoY vs $2.89B
- Adjusted EPS $2.54 vs consensus $2.31, +10.0% beat
- 2026 annual revenue outlook raised to $20.5B (from $19.0B), +65% YoY
- 2026 adjusted EPS outlook raised to $11.30 (from $10.15), +87% YoY
- Adjusted operating margin 8.2%, a new company high
- CCS segment revenue $3.81B, +84% YoY; ATS segment revenue $0.89B, +8% YoY
- Free cash flow outlook raised to $600M (from $500M)
- Q3 2026 guidance: revenue $5.25-$5.55B, adjusted EPS $2.88-$3.08
Financial Impact
Revenue beat by ~$310M vs consensus; annual revenue guidance raised by $1.5B; annual EPS guidance raised by $1.15
Risk Factors
- Customer concentration risk — CCS segment (84% of revenue) dependent on a few large data center customers
- Capex intensity — $264M in PP&E purchases in Q2 alone, up 8x YoY, could pressure FCF if demand softens
- Tariff/trade policy uncertainty — company notes material risks from evolving global tariffs
- Execution risk on 65%+ revenue growth trajectory and capacity expansion
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3333904 |
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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