Celestica Inc. · CLS · Next earnings

Celestica Inc. reports Wednesday, Jan 27, 2027

CLS reports after market close with consensus EPS at $3.61 and revenue at $6.43B. Last quarter: Celestica raises outlook as AI networking demand accelerates

Reports After market close92 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $3.61 Calendar consensus
Consensus revenue $6.43B Calendar consensus
Report date Jan 27, 2027 Wednesday, date estimated
Session After market close 92 days away

Where CLS left off: FY2026 Q3

Full report

Celestica raises outlook as AI networking demand accelerates

EPS surprise +12.6% Reported $3.30 vs $2.93
Revenue surprise +8.1% Reported $5.83B vs $5.39B
Stock move +12.1% Event window
Subsequent drift 0.0% Up to 20 sessions

Raised 2026 revenue and EPS forecasts; the 2026 free-cash-flow outlook was reduced to $460 million from $600 million.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Component shortages involving silicon, optics and power components.
  • Gross-margin pressure from increasingly complex switch designs.
  • Working-capital requirements associated with rapid capacity expansion.
  • Cash-flow execution and the timeline for returning to positive free cash flow.
  • Geopolitical, land and power-availability risks affecting new facilities.

Questions analysts left open

  • Meeting demand amid component shortages.
  • The effect of complex switch designs on gross margins.
  • Cash-flow outlook and the timeline for returning to positive free cash flow.
  • Talent acquisition and engineering-headcount scaling.

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Recent CLS quarters

All CLS earnings
+12.1%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.