Celestica rides the AI infrastructure boom

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Facts — October 26, 2026. Celestica reported quarterly revenue of US$5.83 billion, up 83% year over year, and GAAP EPS of US$3.26. GAAP operating margin fell from 10.2% to 7.9%, while adjusted margin rose to 8.5%.

Why it matters. AI infrastructure demand is driving sales, but profitability measures do not all improve together.

Rockstar Briefing editorial analysis. Our interpretation: revenue, margins and cash generation should be assessed together. The company’s US$40 billion revenue outlook for 2027 is a forecast, not an assured outcome.

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