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Celestica quarterly revenue jumps 82.5% to $5.83 billion in Q3 2026

Celestica posted third-quarter 2026 revenue of $5.83 billion, up 82.5% from a year earlier, while diluted earnings per share rose 41.1% to $3.26.

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what happened

According to TradingView, which summarized the 10-Q quarterly report filed with the SEC, Celestica's revenue reached $5.83 billion in the third quarter of 2026, compared with $3.19 billion a year earlier. Net earnings grew 48.3% to $397.2 million, and diluted EPS climbed 41.1% to $3.26.

The Communications and Enterprise Solutions segment expanded 102%, while Compute & Storage, which includes higher AI workloads, surged 242%. Hardware Platform Solutions revenue rose 70% to about $2.3 billion, driven by ramps across several hyperscaler customers.

The company expects capital spending of about $1 billion in 2026, rising to $1.5 to $2.0 billion in 2027.

why it matters

For markets, this points to strong demand for AI infrastructure: rapid revenue growth and plans to increase investment in capacity suggest the company is expanding production. The higher capital spending also indicates that management expects sustained demand from large cloud customers.

market impact

AI hardware makers and cloud providers: strong demand for AI servers supports the sector.

tags

EarningsStockUnited States

instruments

CelesticaAI-инфраструктураIT-оборудование

sources

  1. Celestica 3Q 2026: Revenue $5.83B, EPS $3.26— 10-Q Summary — TradingView, 26 October 2026 at 20:31 UTC
  2. H2O America 3Q 2026: Revenue $250.2M, EPS $0.99— 10-Q Summary — TradingView, 26 October 2026 at 20:41 UTC
  3. Lazard 3Q 2026: Revenue $836M, EPS $0.26— 10-Q Summary — TradingView, 26 October 2026 at 20:41 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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