Canada's Celestica Q4 revenue beats estimates, co raises 2026 outlook
Overview
Data center solutions firm's Q4 revenue rose 44%, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company repurchased 0.1 mln shares for $35.7 mln
Company raised 2026 annual outlook
Outlook
Celestica raises 2026 annual revenue outlook to $17.0 bln from $16.0 bln
Company expects Q1 2026 revenue between $3.85 bln and $4.15 bln
Celestica anticipates 2026 adjusted EPS of $8.75, up from previous $8.20
Result Drivers
CCS SEGMENT GROWTH - Revenue in the CCS segment increased 64% compared to Q4 2024, driven by higher customer demand
OPERATING LEVERAGE - Stronger than anticipated operating leverage in the CCS segment contributed to exceeding guidance
CAPITAL INVESTMENTS - Co plans to increase capital investments to $1 bln in 2026 to support anticipated growth in AI-related technologies
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $3.66 bln | $3.48 bln (10 Analysts) |
Q4 Adjusted EPS | Beat | $1.89 | $1.77 (11 Analysts) |
Q4 EPS |
| $2.31 |
|
Q4 Adjusted EBIT Margin |
| 7.70% |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the electronic equipment & parts peer group is "buy"
The stock recently traded at 40 times the next 12-month earnings vs. a P/E of 39 three months ago
Press Release: ID:nGNX1pXhcd
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