Celestica (CLS) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and Celestica published the results on October 26, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Celestica reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted (non-GAAP), which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• From Q3 2026 Celestica renamed the two end markets in its CCS segment: Communications is now Networking and Enterprise is now Compute & Storage. Celestica says the change does not affect previously reported segment or end-market results.
• Celestica is based in Toronto and files Forms 10-Q and 10-K with the SEC. It completed a public offering of 11.1 million common shares on August 7, 2026, for aggregate gross proceeds of $3.45 billion.

Source: Celestica Q3 2026 results, October 26, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Celestica splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Celestica's Connectivity & Cloud Solutions (CCS) revenue was $4.9 billion in Q3 2026, up 102% from $2.4 billion in Q3 2025, 84% of total revenue.
• Celestica's Advanced Technology Solutions (ATS) revenue was $957 million in Q3 2026, up 23% from $781 million in Q3 2025, 16% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Celestica said:

“Revenue (in billions) $6.275 to $6.575”

“Revenue of $21.0 billion (previous outlook $20.5 billion)”

“Our 2027 outlook anticipates acceleration in our revenue growth to 90%.”

“Capital expenditures of between $1.5 billion and $2.0 billion”

Source: Celestica Q3 2026 release, Oct 26, 2026.

This is the company's own guidance as of Oct 26, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the CLS forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Revenue and GAAP diluted EPS, each as first reported in that quarter's earnings release.

Celestica's next report is expected around January 27, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 26, 2026

Celestica reports two segments. Connectivity & Cloud Solutions (CCS) had revenue of $4,872.3 million in Q3 2026, 84% of the $5,829.7 million total, and Advanced Technology Solutions (ATS) had $957.4 million, 16%. A year earlier the split was 76% and 24%. (Celestica Form 10-Q, Q3 2026, Oct 26, 2026)

Within CCS, Networking revenue rose $1,320.3 million (68%) to $3,263.2 million, which Celestica put down to data center networking demand including its switch programs. Compute & Storage rose $1,139.0 million (242%) to $1,609.1 million on hyperscaler AI compute volumes and storage programs. Hardware Platform Solutions (HPS), where Celestica also designs the platform, was about $2.3 billion, up 70% and 40% of total revenue. (Celestica Form 10-Q, Q3 2026, Oct 26, 2026)

Celestica's revenue is concentrated. Its top 10 customers were 85% of total revenue in Q3 2026, against 80% a year earlier, and three customers, all in CCS, individually accounted for 35%, 17% and 14%. (Celestica Form 10-Q, Q3 2026, Oct 26, 2026)

ATS covers Celestica's Aerospace and Defense, Industrial, HealthTech and Capital Equipment businesses. Its revenue rose $176.4 million (23%), mainly from acceleration in Capital Equipment. The 10-K says CCS businesses typically have higher margins and larger program volumes than ATS; in Q3 2026 CCS segment margin was 8.9% and ATS 6.6%. (Celestica Q3 2026 release, Oct 26, 2026; Celestica Form 10-Q, Q3 2026, Oct 26, 2026; Celestica Form 10-K, 2025, Feb 27, 2026)

Celestica's GAAP EPS was $3.26 in Q3 2026 and adjusted EPS was $3.30. Adjusted net earnings of $402.1 million exclude employee stock-based compensation ($21.3 million), fair value adjustments on Celestica's total return swap ($3.9 million of losses), amortization of intangible assets ($10.0 million), restructuring and other charges ($0.9 million) and the related taxes. (Celestica Q3 2026 release, Oct 26, 2026)

The total return swap swung Celestica's year-ago GAAP results. It added a positive pre-tax $0.98 per share in Q3 2025 and a negative $0.03 in Q3 2026. In Q3 2025 GAAP EPS of $2.31 was above adjusted EPS of $1.58 for that reason. The GAAP effective tax rate was 13% and the adjusted rate 18%, which Celestica attributed to favorable profit mix and a discrete tax benefit. (Celestica Q3 2026 release, Oct 26, 2026)

Celestica's share count rose with its August 7, 2026 offering of 11.1 million common shares. Weighted average diluted shares were 121.8 million, against 115.9 million a year earlier, and 126.1 million shares were outstanding at September 30, 2026. Cash and cash equivalents were $3,961.3 million at that date. (Celestica Q3 2026 release, Oct 26, 2026; Celestica Form 10-Q, Q3 2026, Oct 26, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Celestica gives quarterly and annual guidance in its release. For Q4 2026 it guided revenue of $6.275 to $6.575 billion and adjusted EPS of $3.37 to $3.57. It raised its 2026 outlook to revenue of $21.0 billion (from $20.5 billion) and adjusted EPS of $11.55 (from $11.30), and cut its free cash flow outlook to $460 million from $600 million, citing working capital investment for 2027 growth. (Celestica Q3 2026 release, Oct 26, 2026)

Celestica's first 2027 outlook is revenue of $40.0 billion, adjusted EPS of $21.50, adjusted operating margin of 9.0% and capital expenditures of between $1.5 billion and $2.0 billion. Q3 2026 itself beat Celestica's guidance of $5.25 to $5.55 billion in revenue and $2.88 to $3.08 in adjusted EPS. (Celestica Q3 2026 release, Oct 26, 2026)

A consensus figure is the average of the models published by the analysts who cover Celestica, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Celestica's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning CLS is on is CLS a buy or a sell?, what analysts expect next is on the CLS forecast, and what the company does is on the Celestica (CLS) stock page.

Every number on this page can be traced to a document Celestica published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.