| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 4.7K | 16.1% | 62.4% |
| Total Income | 4.7K | 16.1% | 62.4% |
| Expenditure | 4.2K | 12.3% | 61.8% |
| PBT | 441.60 | 72.3% | 71.6% |
| Net Profit | 368.80 | 73.7% | 74.8% |
| OPM | 9.75% | 3.03pp | 0.34pp |
| NPM | 7.85% | 2.60pp | 0.56pp |
| EPS | 3.21 | 73.5% | 75.4% |
Celestica Announces Q2 2026 Financial Results, Exceeds Guidance and Raises 2026 Outlook
28 Jul 2026 · 28 Jul, 2:17 am
Summary
Celestica reported strong second quarter 2026 financial results, with revenue reaching $4.70 billion, a 62% increase year-over-year, and adjusted EPS (non-GAAP) of $2.54, exceeding guidance. The company achieved a record adjusted operating margin of 8.2%. Driven by strong first-half performance and improved customer forecasts, Celestica is raising its full-year 2026 outlook to $20.5 billion in revenue and $11.30 in adjusted EPS, representing significant year-over-year growth. Looking ahead, management expects revenue growth to accelerate in 2027 beyond the 65% anticipated for 2026.
Key Highlights
- 1
Celestica announced second quarter 2026 revenue of $4.70 billion, an increase of 62% compared to $2.89 billion for the second quarter of 2025.
- 2
The company reported GAAP earnings per share (EPS) of $3.17 for Q2 2026, up from $1.82 in Q2 2025.
- 3
Adjusted operating margin (non-GAAP) reached a new high of 8.2% in Q2 2026, compared to 7.4% in Q2 2025.
- 4
Adjusted EPS (non-GAAP) for Q2 2026 was $2.54, significantly exceeding the $1.39 reported in Q2 2025.
- 5
Celestica is raising its 2026 annual outlook, now expecting revenue of $20.5 billion and adjusted EPS (non-GAAP) of $11.30.
- 6
The company anticipates revenue growth in 2027 to accelerate beyond the 65% growth rate expected in 2026, with adjusted EPS growing at a faster rate.
Management Comments
Rob Mionis
Celestica delivered very strong performance in the second quarter, achieving revenue of $4.70 billion and adjusted EPS (non-GAAP)* of $2.54, each exceeding the high end of our guidance ranges. Our adjusted operating margin (non-GAAP)* of 8.2% represents another new high for the company, demonstrating the strength of our execution. Driven by our strong first-half performance, strengthening second half customer forecasts, and improved component supply, we are pleased to once again raise our 2026 annual outlook. Our 2026 revenue outlook is now $20.5 billion, and our adjusted EPS (non-GAAP)* outlook is now $11.30, reflecting year-over-year growth of 65% and 87%, respectively. Looking beyond 2026, our visibility continues to increase. Driven by very strong customer demand, and supported by new program wins, we expect revenue growth in 2027 to accelerate beyond the 65% growth rate we are anticipating in 2026. We also anticipate adjusted EPS (non-GAAP)* to grow at a faster rate than our revenue in 2027, driven by higher expected adjusted operating margin (non-GAAP)*.
Informational and educational content only. Not investment advice.