Celestica posts $4.1 billion Q1 FY2026 revenue as Canada’s data-centre buildout accelerates
AI Market Summary
Celestica reported strong AI-driven data-center demand, with FY2026 Q1 revenue up 53% to $4.1B and adjusted EPS up 80%, led by its Connectivity & Cloud Solutions segment (communications +69%; enterprise more than doubled). Management raised Q2 revenue guidance to $4.15–4.45B and highlighted 800G demand plus upcoming 1.6T switch production, reinforcing near-term momentum for data-center networking supply chains.
Impact level
● Low
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NCSKCRDO2USD/USDT+1.58%
AI Insight · NCSKCRDO2USD/USDTAI Insight
▲ Bullish
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Celestica (TSX: CLS) reported fiscal 2026 first-quarter revenue of $4.1 billion, up 53% year over year, while adjusted EPS rose 80% to $2.16. The company said growth was driven by its Connectivity & Cloud Solutions (CCS) unit, with communications revenue up 69% and enterprise revenue more than doubling. Celestica lifted its Q2 revenue outlook to $4.15 billion–$4.45 billion, or about 49% year-over-year growth at the midpoint. It also expects faster growth through fiscal 2026 and sees 2027 benefiting from mass production of 1.6T switching platforms and additional program wins.
