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Celestica (CLS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 27, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

3.16

Last Year’s EPS

1.92

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 14 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 27, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call was largely positive — management reported strong Q1 results with robust revenue growth (53% YoY), margin expansion, raised full-year guidance (revenue to $19B, adjusted EPS to $10.15) and notable program wins that establish leadership in next‑generation networking and rack‑scale systems. Liquidity and balance sheet actions reinforce financial flexibility. Principal risks highlighted were supply chain constraints, elevated inventory and increased capital intensity to support rapid CCS growth; some program ramps are gated and certain mass production timelines extend into 2027. Overall, the favorable operating performance, upgraded outlook and strategic wins outweigh the supply and working capital headwinds.

Company Guidance

Celestica's guidance called for Q2 2026 revenue of $4.15–$4.45 billion (midpoint +49% YoY) and adjusted EPS of $2.14–$2.34 (midpoint +61% YoY), with an expected non‑GAAP operating margin of ~8.0% (up ~60 bps) and an adjusted effective tax rate of ~21%; segment Q2 revenue was guided to mid‑single‑digit growth for ATS, ~+50% for CCS communications and ~+130% for CCS enterprise. For full‑year 2026 the company raised revenue guidance from $17B to $19B (+53% YoY), lifted adjusted EPS to $10.15 (from $8.75, +68% YoY), targets an adjusted operating margin of 8.1% (vs. prior 7.8%), reaffirmed $500M of free cash flow while planning ~ $1B of CapEx, and now expects CCS roughly +70% YoY and ATS mid‑ to high‑single‑digit growth; liquidity was strengthened by upsizing the revolver by $1B to $1.75B (> $2B available liquidity), with net debt of $341M and gross debt/TTM adjusted EBITDA of 0.6x.

Strong Top-Line Growth

Q1 revenue of $4.05 billion, up 53% year-over-year; CCS segment revenue of $3.24 billion (up 76%) driving 80% of company revenue; ATS revenue $806 million (flat YoY) and 20% of company revenue.

Margin and EPS Improvement

Adjusted operating margin reached 8.0% (a new high for Celestica), up 90 basis points year-over-year; adjusted EPS of $2.16, up $0.96 or 80% YoY and above the high end of guidance.

Gross Margin, ROIC and Profitability

Adjusted gross margin improved to 11.3% (up 30 bps YoY); adjusted ROIC approximately 50%, up more than 18 percentage points versus prior year; segment margins strengthened — ATS margin 6.0% (up 100 bps) and CCS margin 8.6% (up 60 bps).

Upgraded Full-Year Guidance

Raised 2026 revenue outlook from $17 billion to $19 billion (implying ~53% growth); raised adjusted EPS outlook from $8.75 to $10.15 (implying ~68% growth); adjusted operating margin outlook increased to 8.1% (from 7.8%); free cash flow outlook reaffirmed at $500 million.

Robust Demand, Backlog and Program Wins

Management cites the strongest awarded backlog and opportunity pipeline in the CEO's tenure with accelerating hyperscaler demand; announced strategic wins including collaboration with AMD on Helios scale-up networking switch and a landmark 1.6T co‑packaged optics (CPO) Ethernet switch award (mass production expected in 2027); 10 active 1.6T programs called out.

Liquidity and Balance Sheet Actions

Amended credit facility increased revolver by $1.0 billion to $1.75 billion; available liquidity > $2 billion; gross debt $719 million, cash $378 million, net debt $341 million; gross debt to trailing 12-month adjusted EBITDA leverage of 0.6x (improved YoY).

Q2 and Near-Term Guidance

Q2 revenue guidance $4.15–$4.45 billion (midpoint ~49% YoY growth); Q2 adjusted EPS guidance $2.14–$2.34 (midpoint ~61% YoY growth); anticipated Q2 non-GAAP operating margin ~8.0%.

HPS and R&D Investment Supporting Future Growth

HPS revenue $1.7 billion in Q1 (up 63%), representing 42% of company revenue; R&D and design capability increased (about 1,350 design engineers currently) supporting high-value HPS programs and longer-term ramps.

Capital Investment Plan to Support Ramps

Q1 capex $230 million (5.7% of revenue); full-year 2026 capex guidance ~$1.0 billion to enable CCS growth; management indicates elevated capex into 2027 (rough placeholder ~ $1.5 billion) tied to capacity alignment with customers.

Celestica (TSE:CLS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TSE:CLS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 27, 2026	2026 (Q2)	3.16 / -	1.916	―	―	―
Apr 27, 2026	2026 (Q1)	2.84 / 2.96	1.664	77.70% (+1.29)
Jan 28, 2026	2025 (Q4)	2.44 / 2.56	1.6	60.12% (+0.96)
Oct 28, 2025	2025 (Q3)	2.08 / 2.20	1.44	52.92% (+0.76)
Jul 28, 2025	2025 (Q2)	1.71 / 1.92	1.257	52.43% (+0.66)
Apr 24, 2025	2025 (Q1)	1.56 / 1.66	1.179	41.14% (+0.48)
Jan 29, 2025	2024 (Q4)	1.50 / 1.60	1.021	56.71% (+0.58)
Oct 23, 2024	2024 (Q3)	1.29 / 1.44	0.898	60.36% (+0.54)
Jul 24, 2024	2024 (Q2)	1.11 / 1.26	0.726	73.14% (+0.53)
Apr 24, 2024	2024 (Q1)	0.98 / 1.18	0.64	84.22% (+0.54)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TSE:CLS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 27, 2026	C$576.75	C$493.22	-14.48%
Jan 28, 2026	C$467.12	C$403.89	-13.54%
Oct 28, 2025	C$454.11	C$472.09	+3.96%
Jul 28, 2025	C$238.07	C$278.36	+16.92%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.