Celestica Inc. (CLS) dropped its third-quarter fiscal 2026 results after Monday's closing bell, and the numbers were the kind that make analysts double-check their spreadsheets. The company easily beat estimates and raised its full-year earnings and revenue outlooks. Here's what's inside the report.

Celestica Q3 Details

Celestica reported quarterly earnings of $3.30 per share, which beat the Street estimate of $2.99 by 10.3%, according to market data.

Quarterly revenue clocked in at $5.83 billion, which beat the consensus estimate of $5.48 billion and was an 82.53% increase over $3.19 billion in the same period last year.

"Celestica's strong momentum continued in the third quarter, achieving revenue of $5.83 billion and adjusted EPS (non-GAAP) of $3.30, up 83% and 109%, respectively," said CEO Rob Mionis.

"Driven by these strong results to date and a demand environment that continues to strengthen, we are pleased to increase our 2026 annual outlook. We now expect revenue to reach $21 billion and adjusted EPS (non-GAAP)* of $11.55, representing growth of 69% and 91%, respectively," Mionis added.

Looking Ahead

Celestica raised its fiscal 2026 adjusted EPS guidance from $11.30 to $11.55, versus the $11.22 analyst estimate, and raised its revenue outlook from $20.5 billion to $21.0 billion, versus the $20.62 billion estimate.

CLS Stock Price: According to market data, Celestica stock was up 11.01% to $246.65 in Monday's extended trading.