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Celestica Earnings Calls
| Release date | Apr 27, 2026 |
| EPS estimate | $2.08 |
| EPS actual | $2.16 |
| EPS Surprise | 3.85% |
| Revenue estimate | 3.974B |
| Revenue actual | 3.983B |
| Revenue Surprise | 0.222% |
| Release date | Jan 28, 2026 |
| EPS estimate | $1.74 |
| EPS actual | $1.89 |
| EPS Surprise | 8.62% |
| Revenue estimate | 3.513B |
| Revenue actual | 3.608B |
| Revenue Surprise | 2.70% |
| Release date | Oct 27, 2025 |
| EPS estimate | $1.47 |
| EPS actual | $1.58 |
| EPS Surprise | 7.48% |
| Revenue estimate | 3.49B |
| Revenue actual | 3.159B |
| Revenue Surprise | -9.50% |
| Release date | Jul 28, 2025 |
| EPS estimate | $1.24 |
| EPS actual | $1.39 |
| EPS Surprise | 12.10% |
| Revenue estimate | 2.763B |
| Revenue actual | 2.893B |
| Revenue Surprise | 4.70% |
Last 4 Quarters for Celestica
Below you can see how CLS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 28, 2025 |
| Price on release | $173.37 |
| EPS estimate | $1.24 |
| EPS actual | $1.39 |
| EPS surprise | 12.10% |
| Date | Price |
|---|---|
| Jul 22, 2025 | $156.91 |
| Jul 23, 2025 | $168.79 |
| Jul 24, 2025 | $163.98 |
| Jul 25, 2025 | $170.22 |
| Jul 28, 2025 | $173.37 |
| Jul 29, 2025 | $202.00 |
| Jul 30, 2025 | $202.41 |
| Jul 31, 2025 | $199.86 |
| Aug 01, 2025 | $194.74 |
| 4 days before | 10.49% |
| 4 days after | 12.33% |
| On release day | 16.51% |
| Change in period | 24.11% |
| Release date | Oct 27, 2025 |
| Price on release | $301.82 |
| EPS estimate | $1.47 |
| EPS actual | $1.58 |
| EPS surprise | 7.48% |
| Date | Price |
|---|---|
| Oct 21, 2025 | $264.69 |
| Oct 22, 2025 | $270.89 |
| Oct 23, 2025 | $282.73 |
| Oct 24, 2025 | $296.62 |
| Oct 27, 2025 | $301.82 |
| Oct 28, 2025 | $326.45 |
| Oct 29, 2025 | $337.77 |
| Oct 30, 2025 | $340.13 |
| Oct 31, 2025 | $344.48 |
| 4 days before | 14.03% |
| 4 days after | 14.13% |
| On release day | 8.16% |
| Change in period | 30.14% |
| Release date | Jan 28, 2026 |
| Price on release | $345.23 |
| EPS estimate | $1.74 |
| EPS actual | $1.89 |
| EPS surprise | 8.62% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $290.93 |
| Jan 23, 2026 | $303.09 |
| Jan 26, 2026 | $308.25 |
| Jan 27, 2026 | $333.17 |
| Jan 28, 2026 | $345.23 |
| Jan 29, 2026 | $300.00 |
| Jan 30, 2026 | $280.99 |
| Feb 02, 2026 | $285.11 |
| Feb 03, 2026 | $297.45 |
| 4 days before | 18.66% |
| 4 days after | -13.84% |
| On release day | -13.10% |
| Change in period | 2.24% |
| Release date | Apr 27, 2026 |
| Price on release | $422.40 |
| EPS estimate | $2.08 |
| EPS actual | $2.16 |
| EPS surprise | 3.85% |
| Date | Price |
|---|---|
| Apr 21, 2026 | $403.03 |
| Apr 22, 2026 | $401.74 |
| Apr 23, 2026 | $391.60 |
| Apr 24, 2026 | $410.21 |
| Apr 27, 2026 | $422.40 |
| Apr 28, 2026 | $361.71 |
| Apr 29, 2026 | $376.54 |
| Apr 30, 2026 | $409.59 |
| May 01, 2026 | $418.93 |
| 4 days before | 4.81% |
| 4 days after | -0.82% |
| On release day | -14.37% |
| Change in period | 3.95% |
Celestica Earnings Call Transcript Summary of Q1 2026
Celestica delivered a strong Q1 2026: revenue of $4.05B (up 53% YoY), adjusted EPS $2.16 (ahead of guidance), and adjusted operating margin of 8.0% (a company high). Demand from hyperscaler customers drove outsized growth in the CCS segment (CCS revenue $3.24B, +76%), while ATS was roughly flat at $806M with improving margins. Management said awarded backlog and the opportunity pipeline are the strongest in the CEO's tenure and raised full‑year 2026 guidance: revenue from $17B to $19B and adjusted EPS from $8.75 to $10.15, with an adjusted operating margin outlook of ~8.1% and reaffirmed free cash flow guidance of $500M (incorporating ~$1B CapEx). Q2 revenue guidance is $4.15–4.45B and adjusted EPS $2.14–2.34. Key financial items: Q1 free cash flow $138M, inventory increased to $2.67B (up $485M sequentially) to support CCS growth, capex $230M in Q1 and full‑year CapEx guide ~ $1B for 2026 (management indicated a placeholder of ~$1.5B for 2027), net debt $341M, and post‑quarter amendment upsized revolver to $1.75B providing >$2B available liquidity. Risks/considerations: continued component constraints (custom silicon, memory, advanced PCBs, optics) and elongated lead times — management says these are baked into guidance and that they have long‑term supply/capacity agreements (some NCNR). Customer concentration remains meaningful (three customers accounted for ~35%, 15%, 15% of revenue).
