For investors seeking Canadian equities with momentum that could extend into 2026, focusing on companies with expanding earnings and clear end-market demand makes strategic sense. Stocks that show consistent revenue growth, improving margins, and strong guidance often outperform during extended market rallies, and three names currently fit this profile.

Celestica — Tech Infrastructure Leader With AI Tailwinds
Celestica (TSX:CLS) stands out as a key buy-and-hold candidate due to its exposure to growing data center, cloud, and artificial intelligence (AI) infrastructure demand. As a global provider of advanced technology solutions, Celestica’s products are integral to the build-out of AI hardware and high-performance computing systems. Over the past three years, the stock has delivered exceptional gains as revenue from communications and cloud segments expanded. Most recently, the company posted a sharp increase in quarterly revenue and earnings, driven by operating leverage and stronger margins. Management’s 2026 outlook projects further revenue and earnings growth, underpinned by new product platforms that target high-density AI workloads.
Also Read: Top Canadian tech AI stocks
5N Plus — Growth in Specialized Materials
5N Plus (TSX:VNP) represents a different type of growth opportunity with its focus on advanced specialty materials used in renewable energy, space solar power, and industrial applications. Even with a conservative balance sheet, the company has recently delivered robust financial performance, including double-digit revenue increases and significant expansion in adjusted EBITDA. Demand across renewable energy and space sectors, coupled with pricing strength in certain product lines, has supported improving margins. With strong backlog levels and better demand visibility, 5N Plus is positioned as an appealing pick for long-term holders looking beyond traditional technology or consumer names.
Also Read: Best long term Canadian stocks
Aritzia — Consumer Apparel With Strong U.S. Expansion
Aritzia (TSX:ATZ) rounds out this trio with its successful execution in a competitive retail environment. The company designs and sells premium fashion apparel through a network of boutiques and online channels across North America. Aritzia’s sales growth has been driven by strong comparable store performance and continued expansion in the United States. Even amid broader economic uncertainties, the company delivered impressive year-over-year revenue gains and maintained healthy margins. Its strategic focus on digital engagement and selective boutique roll-outs supports confidence that this momentum can carry well into 2026.
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