Celestica Raises 2026 Revenue Outlook to $17B After EPS Estimates Jump 7.5%
Celestica’s 2026 and 2027 EPS estimates rose 7.5% to $8.83 and 7.1% to $12.61 over 60 days on strong AI-driven compute and networking demand. The company raised 2026 revenue guidance to $17 billion with a 7.8% operating margin, $8.75 EPS and $500 million in free cash flow.
1. Estimate Revisions Reflect Bullish Analyst Sentiment
Celestica’s EPS estimates for fiscal 2026 and 2027 climbed by 7.5% and 7.1% to $8.83 and $12.61 as analysts boost forecasts underpinned by robust demand for data center infrastructure.
2. AI-Driven Product Expansion
To capitalize on AI-driven compute growth, the company rolled out its SD6300 ultra-dense storage expansion system and two 1.6TbE switches (DS6000, DS6001), boosting rack density and switching capacity for hyperscale and enterprise data centers.
3. Upgraded 2026 Financial Guidance
Management increased full-year 2026 revenue guidance to approximately $17 billion, projected a 7.8% non-GAAP operating margin, $8.75 adjusted EPS and $500 million in free cash flow, up from prior forecasts.
4. Strong Market Performance
Celestica shares have surged 209.2% over the past year, outperforming the industry’s 115.8% gain and peers such as Flex Ltd. and Jabil Inc.