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

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.