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Celestica Q4 Earnings Call Highlights
['Logan Wallace']
Ticker Report
Management said both revenue and adjusted earnings per share exceeded the high end of the company’s guidance, while adjusted operating margin of 7.7% marked the strongest performance in company history.
Get alerts:Fourth-quarter and full-year resultsFor the fourth quarter, Celestica posted revenue of $3.65 billion, up 44% year over year and above the high end of its guidance range.
HPS business: Generated $1.4 billion of revenue, up 72% and representing 38% of total company revenue, driven by ramping volumes in 800G switch programs with multiple hyperscaler customers.
2026 guidance raised; Q1 outlook calls for continued accelerationCelestica issued guidance for the first quarter of 2026 and raised its full-year 2026 outlook.
For Q1, the company projects revenue of $3.85 billion to $4.15 billion, implying 51% growth at the midpoint.