Celestica Inc (CLS) Q3 2026 Earnings Call

Concluded Oct 27, 2026

Oct 27, 2026

Revenue $5.83B +82.5% YoY

Diluted EPS $3.26 +41.1% YoY

Gross margin 11.0% -2.0 pp YoY

Net income $397.20M +48.3% YoY

Executive readout · one minute

What the filings say

10-Q report · filed Oct 26, 2026: Celestica reported Q3 2026 revenue of $5.83 billion, up 83%, and net earnings of $397.2 million, up 48%; YTD 2026 revenue was $14.58 billion, up 67%, and net earnings were $978.3 million, up 73%.

The audio replay and transcript follow the call.

Forward guidance

11 guided metrics

Management's latest ranges and targets are included below.

Research coverage

3 live sources

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8-K earnings release Filed Oct 26, 2026 8-K call announcement Filed Oct 27, 2026 10-Q report Filed Oct 26, 2026 Company webcastOpen the original investor-relations page

From the 8-K filed Oct 26, 2026.

Metric	Period	Guided	Basis
Adjusted operating margin (non-GAAP)* table Q4 2026	Q4 2026	8.7%	Non-GAAP
Adjusted EPS (non-GAAP)*(1) table Q4 2026	Q4 2026	$3.37 – $3.57	Non-GAAP
Adjusted effective tax rate (non-GAAP)* Q4 2026	Q4 2026	20%	Non-GAAP
Revenue Raised 2026 annual outlook	2026 annual outlook	$21B	—
Adjusted EPS (non-GAAP)* Raised 2026 annual outlook	2026 annual outlook	$11.55	Non-GAAP
Adjusted operating margin (non-GAAP)* Raised 2026 annual outlook	2026 annual outlook	8.4%	Non-GAAP
Revenue 2027	2027	$40B	—
Adjusted EPS (non-GAAP)* 2027	2027	$21.50	Non-GAAP
Adjusted operating margin (non-GAAP)* 2027	2027	9%	Non-GAAP
Capital expenditures 2027	2027	$1.5B – $2B	—
Adjusted effective tax rate (non-GAAP)* 2027	2027	21%	Non-GAAP

How the reported period landed and where the business moved.

CCS Segment$4.87B +101.9% YoY

ATS Segment$957.40M +22.6% YoY