Celestica Announces Second Quarter 2026 Financial Results

Impact · against what's priced in

Celestica is seeing a significant acceleration in growth and profitability, specifically within its cloud infrastructure business. The combination of a raised 2026 outlook and a formal guidance that 2027 growth will accelerate beyond 65% provides a strong positive catalyst for the stock.

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In context

The company beat high-end Q2 guidance with a record 8.2% operating margin and raised its 2026 revenue outlook to $20.5 billion. Crucially, management provided a forward-looking signal that 2027 revenue growth will accelerate beyond the 65% expected in 2026.

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• CLSNew
• earnings
• infrastructure
• semiconductors
• guidance
• aerospace and defense
• cloud solutions
• data center
• hardware