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Celestica (CLS)

Celestica builds networking and compute hardware for data centers, and it gave a first 2027 outlook of $40.0B in revenue after Q3 revenue rose 83%.

Updated

Information and analysis only, not a recommendation to buy, sell or hold any security. The author may own securities discussed.

Researched and drafted with AI agents. Every figure is taken from a source cited on the page.

Analysis and information

What it does

Celestica builds data center hardware and other electronics for its customers. Its Connectivity & Cloud Solutions segment covers Networking and Compute & Storage. Its Advanced Technology Solutions segment covers aerospace and defense, industrial, health tech and capital equipment.

Role in the theme

In the Chips, equipment and servers theme, Celestica turns chips into data center systems. It works on networking and AI compute programs for hyperscalers and frontier AI labs.

Latest

  • 2026-10-27: Celestica hosted its Q3 call and its 2026 Investor and Analyst Day.
  • 2026-10-26: Q3 revenue was $5.83B, up 83%. Adjusted EPS was $3.30, and the adjusted operating margin was 8.5%. Connectivity & Cloud Solutions revenue rose 102% to $4.87B.
  • 2026-10-26: The 2026 outlook rose to $21.0B of revenue and $11.55 of adjusted EPS. The free cash flow outlook fell to $460M from $600M, mainly for working capital to support 2027 growth.
  • 2026-10-26: The first 2027 outlook calls for revenue of $40.0B, up 90%, adjusted EPS of $21.50, an adjusted operating margin of 9.0% and capex of $1.5B to $2.0B. Celestica said customer demand forecasts for 2028 are meaningfully higher than its 2027 outlook.
  • 2026-10-26: Celestica plans to file for a new share repurchase program on the Toronto Stock Exchange after the current one expires on 2026-11-02. It would cover up to 2.5% of the public float.

What to watch

  • Q4 revenue against the $6.275B to $6.575B guide.
  • Free cash flow and working capital as 2027 programs ramp.
  • Toronto Stock Exchange acceptance of the new repurchase program.
  • Next report: Q4 2026 results. The date is not announced (not confirmed).

Covered in

Sources

Primary means the publisher of the data or the filing; secondary means press or an aggregator.