EL7.AI
Stocks•4 April 2026•
1 min read

Celestica Forecasts Strong 2026 Growth Driven by AI Infrastructure and 800G Networking

Key Facts

1Celestica's Q4 revenue reached $3.65 billion, a 44% year-over-year increase.
2Adjusted EPS in Q4 surged 70% to $1.89.
3The company's 2026 outlook implies $17 billion in revenue and $8.75 EPS.
4The Connectivity & Cloud Solutions (CCS) segment is the primary growth driver, fueled by 800G networking and AI compute demand.

Celestica Inc. reported a significant performance boost in its fourth quarter, with revenue reaching $3.65 billion, marking a 44% year-over-year increase. The company's adjusted earnings per share (EPS) surged by 70% to $1.89, reflecting strong operational leverage and an ability to capture rising market demand. Looking ahead, Celestica provided robust financial guidance for 2026, projecting revenue of $17 billion and an EPS of $8.75. This growth is primarily fueled by the Connectivity & Cloud Solutions (CCS) segment, which benefits from the rapid deployment of 800G networking and AI compute clusters. Demand from hyperscalers remains a key catalyst as the industry transitions toward large-scale AI infrastructure. While the Q4 results reinforce the company's upward trajectory, the specific 2026 targets offer investors a clearer long-term valuation framework.

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