Celestica posts strong Q3 results and raises 2027 revenue target to $40 billion

Celestica reported third‑quarter 2026 revenue of $5.83 billion and adjusted earnings per share of $3.30, beating its own guidance. Management forecast fourth‑quarter 2026 revenue of $6.275 billion to $6.575 billion and reaffirmed an adjusted EPS range of $3.37 to $3.57. The company also announced a full‑year 2027 revenue outlook of $40 billion and plans capital expenditures of $1.5 billion‑$2 billion to expand capacity for AI‑infrastructure demand.

The higher‑than‑expected Q3 results and upbeat guidance lifted Celestica’s share price, indicating renewed investor confidence in its AI‑infrastructure growth story. The 2027 revenue target and expanded capex signal a long‑term growth runway that could boost future earnings.

  • 1Q3 2026 revenue was $5.83 billion
  • 2Adjusted EPS for Q3 2026 was $3.30
  • 3Q4 2026 revenue guidance is $6.275 billion to $6.575 billion
  • 4Adjusted EPS guidance for Q4 2026 is $3.37 to $3.57
  • 5Full‑year 2027 revenue outlook is $40 billion
  • 6Capital expenditures for 2027 are planned at $1.5 billion to $2 billion

Sources