Celestica's Stellar Q3 2025 Results and Investor Day Highlights
Celestica's Q3 2025 Financial Performance Overview
Celestica Inc. (NYSE: CLS) (TSX: CLS), a prominent player in data center infrastructure and advanced technology solutions, recently unveiled its financial results for the third quarter, showcasing remarkable growth. The company reported revenue of $3.19 billion for Q3 2025, marking a 28% increase from $2.50 billion in the same quarter of the previous year.
Key Highlights from Q3 2025
Here are some vital statistics from Celestica's third-quarter report:
- GAAP earnings from operations as a percentage of revenue increased to 10.2%, up from 5.5% in Q3 2024.
- Adjusted operating margin (non-GAAP) stood at 7.6%, compared to 6.8% for the previous year.
- GAAP earnings per share reached $2.31, compared to $0.75 in Q3 2024.
- Adjusted EPS was reported at $1.58, an increase from $1.04 in Q3 2024.
CEO's Comments on the Results
Rob Mionis, President and CEO of Celestica, expressed pride in the company's performance, noting, "We achieved very strong results in the third quarter, with revenue of $3.19 billion and non-GAAP adjusted EPS of $1.58, representing growth of 28% and 52%, respectively, each exceeding the high end of our guidance ranges. In the quarter we achieved a strong adjusted operating margin of 7.6%, another high for the company, reflecting the continued strength of our execution."
Updated Financial Outlook for 2025
Following the strong Q3 results, Celestica has revised its 2025 annual outlook. The updated revenue expectation is $12.2 billion, up from a prior estimate of $11.55 billion. Additionally, the company anticipates a non-GAAP adjusted EPS of $5.90, an increase from the previous projection of $5.50.
2026 Earnings Projection
Looking further ahead, Celestica also announced its 2026 annual outlook, projecting revenue of $16.0 billion along with a non-GAAP adjusted EPS of $8.20. This projection reflects anticipated growth of 31% in revenue and 39% in EPS. The demand outlook from major customers investing heavily in AI data center infrastructure is robust, providing a solid foundation for continued growth into 2027.
Segment Performance Insights
Celestica operates through two main segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). CCS segment revenue reached $2.41 billion, reflecting a significant 43% growth compared to Q3 2024. This segment's margin also improved to 8.3%, compared to 7.6% in the previous year. In contrast, the ATS segment saw a slight decline, with revenue at $0.78 billion, a 4% decrease from Q3 2024, although margins improved to 5.5% compared to 4.9% from the previous year.
Q4 2025 Guidance
As Celestica looks into the final quarter of 2025, it expects revenue to range between $3.325 billion and $3.575 billion. The company estimates an adjusted operating margin of approximately 7.6% at the midpoint of its revenue and EPS guidance ranges.
Investor Communication and Upcoming Events
Management is set to conduct a conference call to discuss its Q3 2025 financial results as well as its Investor and Analyst Day, scheduled for tomorrow. The call is anticipated to provide deeper insights into the company's strategies and future direction. Investors interested in the latest updates from Celestica can access the webcast directly on their official website.
About Celestica Inc.
Celestica is dedicated to harnessing technology to drive customer success and industry innovations. With profound expertise in engineering, manufacturing, and supply chain solutions, the company is at the forefront of enabling critical data center infrastructure for AI, cloud computing, and more. Celestica remains committed to delivering tailored solutions that meet the changing needs of the market while maintaining a competitive edge.
Frequently Asked Questions
What were the key highlights of Celestica's Q3 2025 report?
Celestica reported $3.19 billion in revenue, a 28% increase from Q3 2024, along with adjusted EPS of $1.58.
How did Celestica's segments perform in Q3 2025?
The CCS segment saw substantial growth of 43%, while the ATS segment experienced a slight revenue decline of 4%.
What is Celestica's updated outlook for 2025?
The company expects revenue of $12.2 billion and adjusted EPS of $5.90, up from prior estimates.
When are the upcoming investor events for Celestica?
Celestica will host a conference call and an Investor and Analyst Day on October 28, 2025.
What is Celestica known for?
Celestica is a leader in technology solutions, specializing in data center infrastructure, advanced manufacturing, and supply chain management.
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