CLS · CELESTICA INC Q2 FY2026 earnings call record财报电话会记录

“These results reflect strong operational execution across both segments, alongside record demand from our CCS customers.”

“Our non-GAAP operating margin was 8.2%, up a robust 80 basis points with solid margin expansion in both segments, resulting primarily from improved operating leverage.”

“Revenue in our CCS segment was $3.81 billion, up 84% compared to the prior year period, driven by very strong growth in both our communications and enterprise end markets.”

“Our CCS segment margin was 8.7% in the second quarter, an improvement of 40 basis points, driven by strong operating leverage from significantly higher volumes.”

“Our ATS segment margin was 6.3%, up 100 basis points year-to-year, driven by operating leverage and higher engineering-driven product mix.”

“In the second quarter, three customers each accounted for 10% or more of total revenue, accounting for 32%, 17%, and 14% respectively.”

“They are underpinned by strong demand visibility and close alignment on multi-year capacity planning with our key customers.”

“Our revenue outlook increases from $19 billion-$20.5 billion, representing very strong growth of 65%.”

“We are also raising our adjusted EPS outlook to $11.30, up from $10.15, representing growth of 87%.”

“Finally, we are increasing our free cash flow outlook for 2026 from $500 million-$600 million, which includes approximately $1 billion in planned CapEx.”

“Looking ahead, our demand pipeline remains at record levels across key customer programs.”

“Continued exceptionally strong customer demand and strategic investments in our infrastructure are enabling us to accelerate our 2027 revenue growth past the 2026 65% mark.”