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Celestica reports strong Q4 with 44% revenue growth and 70% EPS surge, driven by AI infrastructure demand.

Company Fundamentals
27 Mar 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Celestica Inc. posted a strong Q4 performance with revenue up 44% year-over-year and adjusted EPS rising 70%, fueled by operating leverage and growth in its Connectivity and Cloud Solutions segment. The company benefits from accelerating AI infrastructure demand from hyperscalers, with management expecting continued growth through 2026 and 2027. A strategic partnership with AMD enhances Celestica's position in the AI value chain, enabling higher-margin contributions to next-gen infrastructure. Despite strong fundamentals, the stock trades below its growth potential, with an estimated 55% upside and a projected 34% revenue CAGR over three years.

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