Celestica Forecasts 51% Q1 Growth, Seeks $17B FY2026 Revenue
Celestica reported Q4 revenue growth of 44% YoY, led by a 64% increase in its CCS segment and expanded margins. It forecasts 51% YoY revenue growth in Q1, 71% EPS growth, and aims for $17 billion in FY2026 revenue.
1. Q4 Financial Performance
Celestica achieved 44% year-over-year revenue growth in the fourth quarter, with its critical CCS segment surging 64%. Enhanced operational efficiency led to margin expansion, reflecting improved profitability on AI infrastructure projects.
2. Q1 and Full-Year 2026 Guidance
The company projects 51% year-over-year revenue growth and 71% EPS growth in the first quarter, driven by sustained order momentum. Management targets $17 billion in revenue for fiscal 2026, marking a significant increase from prior year levels.
3. AI-Driven Demand and Valuation Rationale
Robust demand for AI infrastructure components underpins Celestica’s growth trajectory, supporting the strong buy recommendation. Accelerating top-line expansion alongside contracting valuation multiples positions the company for potential stock outperformance.