Celestica Inc. (CLS:CA) Q1 2026 Earnings Call Transcript
Celestica reported Q1 2026 earnings with an EPS of $2.94, beating estimates by $0.10, while revenue reached $5.52 billion, up 50.34% year-over-year but missing forecasts by $14.18 million. The company highlighted strong demand in cloud and AI-driven hardware, though supply chain constraints impacted margins. CEO Rob Mionis emphasized progress in operational efficiency and strategic customer wins. CFO Mandeep Chawla provided updated guidance for Q2 2026, reflecting continued growth in high-performance computing.
- ▪Celestica's Q1 2026 EPS was $2.94, surpassing consensus by $0.10.
- ▪Revenue for the quarter was $5.52 billion, a 50.34% increase year-over-year but $14.18 million below expectations.
- ▪The company cited strong demand in cloud infrastructure and AI-related hardware as key growth drivers.
- ▪Management noted ongoing supply chain challenges affecting gross margins despite higher volumes.
- ▪Celestica issued Q2 2026 guidance indicating sustained momentum in high-performance computing and data center markets.
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