Celestica Q2 Earnings Call Highlights

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Celestica (NYSE:CLS) reported second-quarter 2026 gross and adjusted net per stock supra the precocious extremity of its guidance, supported by request for AI infrastructure and networking programs. The institution besides raised its full-year outlook and said it expects gross maturation to accelerate successful 2027.

Second-quarter gross reached $4.70 billion, up 62% from a twelvemonth earlier, portion adjusted EPS roseate 83% to $2.54. Non-GAAP operating borderline expanded 80 ground points to a institution grounds of 8.2%.

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"These results bespeak beardown operational execution crossed some segments, alongside grounds request from our CCS customers," Chief Executive Officer Rob Mionis said. He cited exertion upgrade cycles successful networking and AI compute, arsenic good arsenic important programs expected to motorboat successful the 2nd fractional of 2026 and into 2027.

CCS Growth Led by Networking and AI Compute

Celestica's Connectivity & Cloud Solutions, oregon CCS, conception generated $3.81 cardinal successful quarterly revenue, a year-over-year summation of 84%. The conception represented 81% of full institution gross and posted an 8.7% margin, up 40 ground points, arsenic higher volumes produced operating leverage.

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Communications end-market gross accrued 62%, exceeding the company's outlook for astir 50% growth. Chief Financial Officer Mandeep Chawla said the summation was chiefly driven by 800G networking power programs, with continued request for 400G programs.