Celestica guides 2027 revenue to $40B, up 90%, with margins still expanding
TiernanRayTech · x · 2026-10-28
Celestica's investor day laid out an aggressive outlook: 2027 revenue of $40B (+90% vs 2026E's $21B), non-GAAP operating margin rising from 8.4% to 9.0%, adjusted EPS up 86% to $21.50, and capex of $1.5-2B.
Growth is driven by custom AI ASIC deployments and the 1.6T networking portfolio; the company says 2028 customer demand will be meaningfully above its 2027 revenue outlook and demand will keep testing supply chain limits. The read-through is positive for Arista, Ciena and other networking/storage vendors.
More from Venture
- Paid ads playbook: AI-made creatives, $200/day tests, then scale winners — TheMoonMidas · 2026-10-28
- Kevin Xu: There's a sovereign AI bubble inside the AI bubble — kevinsxu · 2026-10-28
- Tesla Cybercab Texas registrations hit 463+, on pace for 1,500-2,000 by year end — JOBhakdi · 2026-10-28
- Seagate dips after 142% YTD surge, but AI-driven HDD boom keeps margins at records — TiernanRayTech · 2026-10-28
- Domingos: investing in Anthropic is the biggest gamble in history — pmddomingos · 2026-10-28
- Anthropic Taps Goldman Sachs and Morgan Stanley as IPO Lead Underwriters — rohanpaul_ai · 2026-10-28