Celestica beats first quarter 2026 EPS estimates and raises full-year revenue guidance to $19 billion.

Celestica reported first quarter 2026 revenue of $4.05 billion, an increase of 53% year-over-year, and an adjusted EPS of $2.16 which exceeded guidance. The company significantly raised its full-year outlook, citing accelerating customer demand.

Key Highlights

• The company raised its full-year 2026 outlook, now expecting revenue of $19.0 billion (up from $17.0 billion) and adjusted EPS of $10.15 (up from $8.75).
• The Connectivity & Cloud Solutions (CCS) segment drove results, with revenue growing 76% year-over-year to $3.24 billion.
• Adjusted operating margin expanded to a company-record 8.0%, up from 7.1% in the same quarter last year, driven by a more favorable product mix.