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Celestica — Third Quarter 2026 Earnings Summary

  • Q3 2026 revenue surged 83% year-over-year to $5.83 billion, while adjusted EPS (non-GAAP) rose 109% to $3.30, exceeding guidance ranges on strong operational execution.
  • Full-year 2026 revenue and adjusted EPS outlooks were raised to $21.0 billion and $11.55 respectively, though 2026 free cash flow guidance was lowered to $460 million due to working capital investments.
  • Future outlook projects 2027 revenue of $40.0 billion with a 9.0% adjusted operating margin, driven by robust demand for AI infrastructure, 800G/1.6T networking, and hyperscaler programs.
  • The company completed a $3.45 billion public offering and intends to launch a new Normal Course Issuer Bid in Q4 2026 to repurchase up to 2.5% of its public float.
Company
CELESTICA INC
Sector
Technology
Industry
Electronic Components