Celestica Beats Q3 2025 Earnings Estimates, Raises 2025 Outlook

CLS
October 28, 2025

Celestica Inc. reported third‑quarter 2025 results, posting revenue of $3.19 billion and non‑GAAP adjusted earnings per share of $1.58, surpassing consensus estimates of $3.01 billion in revenue and $1.47 in EPS.

The company achieved a 28 % year‑over‑year revenue increase and a 52 % rise in adjusted EPS, driven by a 79 % jump in Hardware Platform Solutions revenue and a 43 % rise in Connectivity & Cloud Solutions revenue to $2.41 billion. Advanced Technology Solutions revenue fell 4 % to $0.78 billion.

Adjusted operating margin reached 7.6 %, the highest in Celestica’s history, reflecting improved operational efficiency.

CEO Rob Mionis highlighted that the growth figures exceeded the high end of the company’s guidance ranges and underscored continued execution in its high‑margin segments.

Celestica raised its fiscal‑2025 revenue outlook to $12.2 billion from $11.55 billion and its adjusted EPS outlook to $5.90 from $5.50. The company reiterated its 2026 outlook of $16.0 billion in revenue and $8.20 in adjusted EPS, indicating confidence in sustained demand for AI‑infrastructure solutions.

The company also announced a new Normal Course Issuer Bid (NCIB) in Q4 2025, allowing the repurchase of up to 5 % of its public float.

The earnings call and Investor and Analyst Day were held on October 28, 2025.

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