1435 GMT - Celestica's guidance for the next two years is likely leaning on the conservative side, according to Todd Coupland of CIBC. "Celestica's message at CIBC's Technology & Innovation Conference sharpened our conviction that 2026 and 2027 guidance likely remains too low," the analyst says. He points to strong demand from hyperscalers and digital-native customers that is running ahead of the Toronto-based company's expectations. He says that visibility now stretches out to 2029, and the only real bottleneck is extreme component shortages, with some lead times hitting 99 weeks, even worse than during the pandemic. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

May 25, 2026 10:35 ET (14:35 GMT)

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