CELESTICA INC reported second-quarter 2026 results with revenue of $4.7B and diluted EPS of $3.17, reflecting strong year-over-year growth driven by data-center and hyperscaler demand.
Financial Highlights
| MetricCurrent quarterPrior year quarterYoY change | Revenue¹$4.7B$2.89B62.4% | Net income²$368.8M$211M74.8% | Diluted EPS³$3.17$1.8274.2% |
¹ Reported as “Revenue”. ² Reported as “Net earnings”. ³ Reported as “Diluted earnings per share”.
Business Highlights
- Revenue growth: Q2 revenue surged 62% YoY to $4.7B; first-half revenue rose 58% as data-center and hyperscaler demand strengthened.
- Channel shift: Cloud and hyperscaler customers (CCS) increased to 81% of revenue, reflecting stronger outsourcing to hyperscalers.
- Product momentum: Hardware Platform Solutions and switch programs expanded materially, with HPS representing about 41% of Q2 revenue.
- Operational scaling: Capital expenditure ramped to support CCS capacity growth and AI/ML compute program production (1H capex $493M).
- Working capital: Inventory and accounts receivable rose with program ramps while higher accounts payable helped liquidity and cash-cycle management.
Original SEC Filing:
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