Celestica $CLS.US reported Great Q3 2026 Earnings
Revenue: $5.83 B vs. $5.46 B expected, up 82.52% YoY ✅
Adj. EPS: $3.3 vs. $2.96 expected, up 108.86% YoY ✅
FY 2026 Guide:
Revenue: $21 B vs. $20.61 B expected ✅
Adj. EPS: $11.55 vs. $11.18 expected ✅
Revenue growth was propelled by high demand from hyperscalers for custom AI compute servers and 800G networking switches.
Within the Connectivity & Cloud Solutions (CCS) segment, Hardware Platform Solutions (HPS) revenue surged 70% YoY to $2.3 billion.
This proves that Celestica is moving up the value chain from basic contract manufacturing to complex, higher-margin joint design and original design manufacturing (JDM/ODM).
CEO Rob Mionis noted that customer demand forecasts for 2028 are higher still, indicating that the AI infrastructure cycle retains multi-year momentum rather than being a short-term spike.
This is bullish for $CLS.US 📈
#EarningsSeason
Revenue: $5.83 B vs. $5.46 B expected, up 82.52% YoY ✅
Adj. EPS: $3.3 vs. $2.96 expected, up 108.86% YoY ✅
FY 2026 Guide:
Revenue: $21 B vs. $20.61 B expected ✅
Adj. EPS: $11.55 vs. $11.18 expected ✅
Revenue growth was propelled by high demand from hyperscalers for custom AI compute servers and 800G networking switches.
Within the Connectivity & Cloud Solutions (CCS) segment, Hardware Platform Solutions (HPS) revenue surged 70% YoY to $2.3 billion.
This proves that Celestica is moving up the value chain from basic contract manufacturing to complex, higher-margin joint design and original design manufacturing (JDM/ODM).
CEO Rob Mionis noted that customer demand forecasts for 2028 are higher still, indicating that the AI infrastructure cycle retains multi-year momentum rather than being a short-term spike.
This is bullish for $CLS.US 📈
#EarningsSeason
