Celestica increased its 2026 revenue forecast to $20.5 billion and its earnings-per-share forecast to $11.30, citing strong demand for AI infrastructure. Third-quarter growth neared 69% year over year, supported by extended component lead times and binding commitments that provide greater visibility into demand. The older record instead attributed a comparable 2026 profit-forecast increase to Computacenter PLC, citing AI and digital-infrastructure demand in North America and the UK.