Celestica

Q2 FY2026 EarningsQ2 FY26 results significantly outperformed consensus, with revenue of $4.70B (vs. $4.39B expected) and Adjusted EPS of $2.54 (vs. $2.31 expected). Growth was primarily driven by the Connectivity & Cloud Solutions (CCS) segment, which surged 84% YoY due to AI-driven data center demand. Management raised FY26 revenue guidance to $20.5B and expects growth to accelerate further in 2027.