Celestica (CLS) Q3 2026 Earnings Review
What the company reported
Celestica shares rose about 16.8% after close as the company projected $40 billion of 2027 revenue, turning strong AI demand into a much larger growth outlook.
Q3 2026 earnings recap
Celestica shares rose about 16.8% after close as the company projected $40 billion of 2027 revenue, turning strong AI demand into a much larger growth outlook.
- Third-quarter revenue rose 83% to $5.83 billion, led by networking and cloud hardware demand.
- Adjusted profit per share reached $3.30, above management’s $3.08 guidance ceiling, while accounting profit was $3.26 per share.
- The 2026 outlook rose to $21 billion in sales and $11.55 in adjusted profit per share, supporting higher expected earnings.
- The pre-results close valued shares at 21 times 2026 adjusted earnings guidance, while holding above the former $260–$273 trading range would strengthen the rebound.
- The 2026 free-cash-flow forecast fell to $460 million from $600 million as inventory and other operating investments absorbed cash.
- Planned 2027 capital spending of $1.5–$2 billion makes customer delivery schedules and factory execution key risks.
The October 27 investor day is the next test of how the company plans to fund and deliver its ambitious expansion.
Financials, technicals and earnings
Charts through Oct 26, 2026.
Technical setup and risks
The regular session closed near October lows, then results drove an after-close rebound; watch whether the next regular session holds above the $260–273 former trading area.
AI-assisted earnings research with verified issuer results. Charts use the stated completed session. Educational information; investing involves risk.