← All forecasts · October 26–30

CLS / Q3 2026 (FQ3 2026, quarter ended Sep 30, 2026)

Celestica Inc.

Reported: Oct 26, 2026

Forecast published

Opus 5.5 High in Shortcut

Shortcut

3.03

Normalized diluted EPS

+1.9% vs Street

Off by $0.27 per share

Street

2.97

Normalized diluted EPS

October 25 consensus snapshot

Off by $0.33 per share

Real

3.30

Issuer adjusted diluted EPS

Shortcut win

Reported result · Oct 26 ↗ · Issuer adjusted diluted EPS was US$3.30 for the quarter ended September 30, versus US$3.26 GAAP.

USD per diluted common share. Comparisons use unrounded estimates.

Model download

Explore the assumptions and calculations behind the forecast.

Shortcut’s reasoning.

Q3 2026 guidance (Jul 27): revenue $5.25-5.55bn, adj. EPS $2.88-3.08, 8.4% adj. op. margin, ~20% tax; end-market outlook Comms ~+60%, Enterprise ~+190%, ATS mid-teens Y/Y.

Celestica beat its revenue midpoint by 1-9% and EPS midpoint by $0.11-0.30 in each of the last 4 quarters; model applies a haircut beat (+2.7% revenue vs midpoint) from end-market outlooks plus ~60% of realised end-market beats.

The $3.45bn equity offering closed Aug 7 (after guidance that assumed no issuance): +6.65m weighted Q3 shares (diluted ~122.6m) offset partly by ~$15m interest income on ~$3.39bn net proceeds; pro-forma guidance midpoint ~$2.92 (like-for-like guidance share basis 116.4m + weighted offering shares).

On the record.

Reporting period
Q3 2026 (FQ3 2026, quarter ended Sep 30, 2026)
Reporting basis
Normalized (issuer adjusted) diluted EPS
Consensus snapshot
October 25, 2026
Model / effort
Opus 5.5 · High effort
Workbook
Reviewed workbook
Record history
Forecast generated
Oct 26, 2026 at 12:30 AM PDT
Reviewed revision completed
Oct 26, 2026 at 12:30 AM PDT
First published
Oct 26, 2026 at 3:10 AM PDT
Result basis

Issuer adjusted diluted EPS was US$3.30 for the quarter ended September 30, versus US$3.26 GAAP. The release defines adjusted EPS as adjusted net earnings divided by diluted weighted-average shares. USD ordinary-share units are retained.