CELESTICA INC (CLS) Form 8-K — Oct 26, 2026
Celestica reported Q3 2026 revenue of $5.83 billion, up 83% year-over-year, with adjusted EPS of $3.30, up 109% — both above the high end of guidance ranges. GAAP EPS was $3.26 and adjusted operating margin hit a record 8.5%. Management raised its 2026 outlook to $21.0 billion revenue and $11.55 adjusted EPS, and issued a striking initial 2027 outlook of $40.0 billion revenue (+90%), 9.0% adjusted operating margin, and $21.50 adjusted EPS, citing robust hyperscaler and frontier AI lab demand.
Key figures
- Eps
- 3.26
- Revenue
- 5829700000
- Guidance
- Q4 2026: revenue $6.275-6.575B, adjusted EPS $3.37-3.57, adjusted operating margin 8.7% at midpoint; FY2026: revenue $21.0B, adjusted EPS $11.55, FCF $460M; FY2027: revenue $40.0B, adjusted EPS $21.50, adjusted operating margin 9.0%, capex $1.5-2.0B
- Net Income
- 397200000
- Revenue Yoy
- 83%
- Shares Outstanding
- 126100000
- Adjusted eps yoy
- 109%
- Free cash flow q3
- 127500000
- Ats segment revenue
- $0.96B, +23% YoY
- Ccs segment revenue
- $4.87B, +102% YoY
- Adjusted eps q3 2025
- 1.58
- Adjusted eps q3 2026
- 3.3
- Gaap operating margin
- 7.9% (vs 10.2% Q3 2025)
- Ncib repurchase capacity
- up to 2.5% of public float
- Adjusted operating margin
- 8.5%
- Public offering gross proceeds
- $3.45B (11.1M shares completed Aug 7, 2026)
- Hardware platform solutions revenue
- $2.3B, +70% YoY
AI analysis
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