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Celestica

Cloud & Digital InfrastructureTSX: CLSToronto, ON

Toronto company that designs and manufactures data-centre networking switches, storage and compute hardware and integrated racks, mainly for hyperscale and AI customers. Connectivity & Cloud Solutions was 81% of Q2 2026 revenue; the rest is aerospace, industrial and health-tech manufacturing.

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About

Company site: celestica.com

Toronto company that designs and manufactures data-centre networking switches, storage and compute hardware and integrated racks, mainly for hyperscale and AI customers. Connectivity & Cloud Solutions was 81% of Q2 2026 revenue; the rest is aerospace, industrial and health-tech manufacturing.

  • Its Q2 2026 10-Q says Celestica is "incorporated in Ontario with its corporate headquarters located in Toronto" and that its shares are listed on the NYSE and the TSX, both under the ticker CLS. sec.gov

  • Connectivity & Cloud Solutions (communications, plus enterprise servers and storage) earned US$3,810.3M of US$4,698.6M total revenue in Q2 2026, or 81%. Segment revenue was up 84% year on year. sec.gov

  • The 10-Q says three customers, all in the CCS segment, were each at least 10% of Q2 2026 revenue (32%, 17% and 14%). Its top 10 customers made up 83%. The filing does not name them. sec.gov

  • Q2 2026 revenue was US$4.70B, up 62% year on year. The company raised its 2026 revenue outlook to US$20.5B. sec.gov

Products & Services

Company site: celestica.com

Products Celestica publishes on its own site. Each card links to the page it was taken from.

DS6000-series 1.6TbE switches

Networking Switches

64-port 1.6TbE data-centre switches built on Broadcom Tomahawk 6 with up to 102.4 Tbps of switching capacity, for AI back-end networks. Comes as an air-cooled 3RU DS6000 for 19-inch racks or a hybrid-cooled 2OU DS6001 for OCP ORv3 racks.

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Storage controllers and expansion platforms

Storage

All-flash NVMe storage controllers (SC6100, SC6110) and dense SAS JBOD expansion enclosures (SD6300, SD6200, SD4100) for enterprise and hyperscale data centres.

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Rack Integration Services

Rack Integration Services

Designs, builds and tests turnkey data-centre racks that combine networking, storage and compute from Celestica or third parties. Includes a Rack Configurator design tool.

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Partnerships

Publicly announced partnerships.

AMD

A strategic collaboration on AMD's "Helios" rack-scale AI platform. Celestica does the R&D, design and manufacturing of its scale-up networking switches.

Recent News

  1. Jul 27, 2026Other

    Celestica Announces Second Quarter 2026 Financial Results

    Q2 2026 revenue was US$4.70B, up 62% from Q2 2025. CCS segment revenue was US$3.81B (up 84%), and Hardware Platform Solutions revenue was about US$1.9B (up 58%). The company raised its 2026 revenue outlook to US$20.5B.

  2. Apr 29, 2026Product

    Celestica Accelerates AI-Scale Networking: DS6000-Series 1.6TbE Switches Now Available to Order

    Celestica said its DS6000-series 1.6TbE switches, built on Broadcom Tomahawk 6, had moved from development to ready-to-order status for initial customers. They come in an air-cooled 3RU model and a hybrid-cooled 2OU OCP ORv3 model.

  3. Mar 16, 2026Partnership

    Celestica and AMD Announce Collaboration to Advance the Next Era of AI with "Helios" Rack-Scale AI Platform

    Celestica and AMD announced a strategic collaboration on AMD's "Helios" rack-scale AI platform. Celestica will handle the R&D, design and manufacturing of the platform's scale-up networking switches. AMD said Helios would be available to customers in late 2026.

Technology Focus

Company site: celestica.com

Terms the company uses about its own work.

Networking switchesStorageComputeRack integrationHardware Platform SolutionsSONiC

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