Celestica: Fiscal 3Q26 Financial Results

Summary:

Q3 2026 revenue and non-GAAP adjusted EPS above the high end of our guidance ranges
2027 outlook reflects accelerating revenue growth & non-GAAP adjusted operating margin expansion

Celestica Inc., a player in data center infrastructure and advanced technology solutions, announced its financial results for the third quarter ended September 30, 2026 (Q3 2026).Q3 2026 Highlights

Revenue: $5.83 billion, increased 83% compared to $3.19 billion for the third quarter of 2025 (Q3 2025)
GAAP earnings from operations as a % of revenue: 7.9%, compared to 10.2% for Q3 2025
Adjusted operating margin (non-GAAP): 8.5%, compared to 7.6% for Q3 2025
GAAP earnings per share (EPS): $3.26, compared to $2.31 for Q3 2025
Adjusted EPS (non-GAAP): $3.30, compared to $1.58 for Q3 2025
Completed the previously announced public offering for aggregate gross proceeds of $3.45 billion

“Celestica’s strong momentum continued in the third quarter, achieving revenue of $5.83 billion and adjusted EPS (non-GAAP) of $3.30, up 83% and 109%, respectively,” said Rob Mionis, chair of the board and CEO, Celestica. “Our adjusted operating margin (non-GAAP) of 8.5% represents another new high for the company, demonstrating the strength of our operational execution.”

“Driven by these strong results to date and a demand environment that continues to strengthen, we are pleased to increase our 2026 annual outlook. We now expect revenue to reach $21.0 billion and adjusted EPS (non-GAAP) of $11.55, representing growth of 69% and 91%, respectively.”

“We are also pleased to provide our initial 2027 annual outlook, with revenue of $40.0 billion, up 90%, record adjusted operating margin (non-GAAP) of 9.0% and adjusted EPS (non-GAAP) of $21.50.”

“Celestica is well-positioned to continue to support leading hyperscalers and frontier AI labs through the ongoing AI infrastructure supercycle. The demand environment continues to be very robust, supporting our 2027 revenue outlook, with customer demand forecasts meaningfully higher for 2028.”

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