Canada's Celestica Q4 revenue beats estimates, co raises 2026 outlook

Celestica

28/01/2026 21:28

Overview

Data center solutions firm's Q4 revenue rose 44%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company repurchased 0.1 mln shares for $35.7 mln

Company raised 2026 annual outlook

Outlook

Celestica raises 2026 annual revenue outlook to $17.0 bln from $16.0 bln

Company expects Q1 2026 revenue between $3.85 bln and $4.15 bln

Celestica anticipates 2026 adjusted EPS of $8.75, up from previous $8.20

Result Drivers

CCS SEGMENT GROWTH - Revenue in the CCS segment increased 64% compared to Q4 2024, driven by higher customer demand

OPERATING LEVERAGE - Stronger than anticipated operating leverage in the CCS segment contributed to exceeding guidance

CAPITAL INVESTMENTS - Co plans to increase capital investments to $1 bln in 2026 to support anticipated growth in AI-related technologies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$3.66 bln
$3.48 bln (10 Analysts)
Q4 Adjusted EPS
Beat
$1.89
$1.77 (11 Analysts)
Q4 EPS
$2.31
Q4 Adjusted EBIT Margin
7.70%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

The stock recently traded at 40 times the next 12-month earnings vs. a P/E of 39 three months ago

Press Release: ID:nGNX1pXhcd

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)