Celestica's revenue growth and EPS revisions signal strong earnings ahead of July 28 report

Celestica is expected to accelerate its revenue growth from 55.55% to 57.24% year-over-year through fiscal 2026, driven by a $1.6 trillion networking production ramp. Analysts have issued 16 upward EPS revisions and 13 revenue revisions with no downward revisions, reflecting strong confidence ahead of the July 28 earnings report. The company has beaten EPS estimates for eight consecutive quarters and revenue in seven of the last eight, though the latest quarter showed a smaller EPS beat and a slight revenue miss, indicating tighter execution margins. Investors will be watching closely to see if management raises guidance for Q3 and Q4 beyond consensus estimates of $3.26 EPS and $6.21 billion revenue.