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北京时间·🕒 发布 04:55:28时区推断·⟳ 抓取 05:00:56·⚡ 决策 07-28 05:01:42 +46s·91.5 天前
天弘股份二季度业绩超预期并上调全年收入和EPS指引的转述重复出现
本条内容与近72小时已处理并已推卡的天弘股份二季度业绩超预期、上调全年指引催化为同一具体事件。
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Celestica jumps on strong Q2 results, guidance
Celestica (CLS) shares jumped more than 7% in extended trading on Monday after the technology company reported better-t…
不做 天弘股份（CLS.US）
查重命中07-28 04:48已推卡的同一具体催化“天弘股份二季度业绩超预期并大幅上调全年收入和EPS指引”，本条Seeking Alpha转述不再重复出交易决策。
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研究档案
🔎 新鲜度:最早出现 2026-07-27 · 扩散 high · price-in 风险 high
关键理由
- 本条内容与近72小时已处理并已推卡的天弘股份二季度业绩超预期、上调全年指引催化为同一具体事件。
主要风险
- 重复推送会造成同一财报催化的二次打扰，当前不应再生成新交易卡。
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原文全文
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Celestica (CLS) shares jumped more than 7% in extended trading on Monday after the technology company reported better-than-expected second quarter results and lifted its annual outlook.
For the period ending June 30, Celestica said it earned an adjusted $2.54 per share, better than the adjusted $2.31 analysts anticipated. Sales jumped 62.4% year-over-year to $4.7B, above the $4.39B estimate.
“Celestica delivered very strong performance in the second quarter, achieving revenue of $4.70 billion and adjusted EPS (non-GAAP)* of $2.54, each exceeding the high end of our guidance ranges. Our adjusted operating margin (non-GAAP)* of 8.2% represents another new high for the company, demonstrating the strength of our execution,” said Celestica CEO Rob Mionis in a statement. “Driven by our strong first-half performance, strengthening second half customer forecasts, and improved component supply, we are pleased to once again raise our 2026 annual outlook. Our 2026 revenue outlook is now $20.5 billion, and our adjusted EPS (non-GAAP)* outlook is now $11.30, reflecting year-over-year growth of 65% and 87%, respectively.”
Mionis also noted that the company's visibility beyond 2026 is continuing to increase. “Driven by very strong customer demand, and supported by new program wins, we expect revenue growth in 2027 to accelerate beyond the 65% growth rate we are anticipating in 2026,” he added. “We also anticipate adjusted EPS (non-GAAP)* to grow at a faster rate than our revenue in 2027, driven by higher expected adjusted operating margin (non-GAAP)*.”
For fiscal year 2026, Celestica now expects revenue to be $20.5B, up from a prior outlook of $19B. Adjusted earnings per share are now expected to be $11.30 per share, above the $10.15 the company previously anticipated.
Analysts were expecting adjusted earnings of $10.30 per share on $19.22B in revenue for the full year.
Celestica will host a conference call at 8 a.m. EST tomorrow to discuss the results.
For the period ending June 30, Celestica said it earned an adjusted $2.54 per share, better than the adjusted $2.31 analysts anticipated. Sales jumped 62.4% year-over-year to $4.7B, above the $4.39B estimate.
“Celestica delivered very strong performance in the second quarter, achieving revenue of $4.70 billion and adjusted EPS (non-GAAP)* of $2.54, each exceeding the high end of our guidance ranges. Our adjusted operating margin (non-GAAP)* of 8.2% represents another new high for the company, demonstrating the strength of our execution,” said Celestica CEO Rob Mionis in a statement. “Driven by our strong first-half performance, strengthening second half customer forecasts, and improved component supply, we are pleased to once again raise our 2026 annual outlook. Our 2026 revenue outlook is now $20.5 billion, and our adjusted EPS (non-GAAP)* outlook is now $11.30, reflecting year-over-year growth of 65% and 87%, respectively.”
Mionis also noted that the company's visibility beyond 2026 is continuing to increase. “Driven by very strong customer demand, and supported by new program wins, we expect revenue growth in 2027 to accelerate beyond the 65% growth rate we are anticipating in 2026,” he added. “We also anticipate adjusted EPS (non-GAAP)* to grow at a faster rate than our revenue in 2027, driven by higher expected adjusted operating margin (non-GAAP)*.”
For fiscal year 2026, Celestica now expects revenue to be $20.5B, up from a prior outlook of $19B. Adjusted earnings per share are now expected to be $11.30 per share, above the $10.15 the company previously anticipated.
Analysts were expecting adjusted earnings of $10.30 per share on $19.22B in revenue for the full year.
Celestica will host a conference call at 8 a.m. EST tomorrow to discuss the results.
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