Celestica Raises 2026 Revenue Guidance to $17B After Q4 Sales Jump 43.6%
Celestica reported fiscal Q4 2025 revenue of $3.65 billion, up 43.57% year-over-year, and EPS of $1.89, beating estimates by $166.49 million and $0.13 respectively on strong AI-related demand. Management increased fiscal 2026 guidance to about $17.0 billion in revenue with adjusted EPS of $8.75.
1. Q4 Financial Results
Celestica reported fiscal Q4 2025 revenue of $3.65 billion, a 43.6% increase year-over-year, beating consensus by $166.49 million. Adjusted EPS of $1.89 surpassed estimates by $0.13, driven by heightened demand for AI-related technologies.
2. 2026 Guidance Outlook
Following the quarterly beat, management raised fiscal 2026 targets to approximately $17.0 billion in revenue and $8.75 in adjusted EPS, signaling confidence in sustained growth from AI infrastructure and new program ramps.
3. Analyst Ratings and AI Strategy
Bank of America initiated a Buy rating with a $400 price target, highlighting strengths in high-speed networking and custom servers, while TD Cowen maintained a Hold with a $330 target, both underscoring Celestica’s role in AI infrastructure.
4. Company Profile
Celestica is a Canada-based electronics manufacturing services company specializing in design, manufacturing, hardware platforms and supply chain solutions for clients across technology, aerospace, industrial and healthcare sectors.