Celestica (CLS) shares surged 8.23% in post-market trading on Monday after the data center infrastructure company reported second-quarter results that handily beat analyst estimates and significantly raised its full-year outlook.

The company posted adjusted earnings per share of $2.54, surpassing the consensus estimate of $2.30, while revenue soared 62% to $4.7 billion, topping the expected $4.39 billion. The standout performance was driven by robust demand in its connectivity and cloud solutions segment, where revenue jumped 84% year-over-year, fueled by accelerating AI-related infrastructure spending.

Looking ahead, Celestica lifted its fiscal 2026 adjusted EPS guidance to $11.30 from $10.15 and boosted its revenue forecast to $20.5 billion from $19 billion, both exceeding Wall Street projections. CEO Rob Mionis cited increased customer demand and improved component supply, adding that revenue growth in 2027 is expected to accelerate beyond the 65% rate anticipated for 2026. The dual catalyst of a strong earnings beat and a bullish guidance revision propelled the stock sharply higher after hours.