CELESTICA (CLS) Company Report

Celestica Inc. announced that the Toronto Stock Exchange (TSX) has accepted its notice to launch a Normal Course Issuer Bid (NCIB).
Under the new bid, the company may repurchase up to 5,722,527 common shares, representing approximately 5.0% of the public float as of October 20, 2025.
The bid is scheduled to commence on November 3, 2025, and will end on the earlier of November 2, 2026, or the completion of purchases under the bid.
Under its prior bid, which expires on October 31, 2025, Celestica repurchased and cancelled 1,522,831 common shares at a weighted average price of US$92.26 per share through October 20, 2025.

Oct 30, 2025, 11:19 AM

8-K

Celestica Reports Strong Q3 2025 Results and Raises 2025/2026 Outlook

CLS

Earnings

Guidance Update

Revenue Acceleration/Inflection

Celestica reported Q3 2025 revenue of $3.19 billion, an increase of 28%, and adjusted earnings per share of $1.58, a 52% increase, both exceeding guidance. The non-GAAP operating margin reached 7.6%, an 80 basis point improvement and the highest quarterly margin in the company's history.
For Q4 2025, Celestica projects revenue between $3.325 billion and $3.575 billion and adjusted EPS between $1.65 and $1.81. The full-year 2025 outlook was raised, with revenue now projected at $12.2 billion (up from $11.55 billion) and adjusted EPS at $5.90 per share (up from $5.50).
The company provided a strong 2026 outlook, anticipating revenue of $16.0 billion, representing 31% growth over 2025, and adjusted EPS of $8.20, a 39% increase. Non-GAAP operating margin is expected to expand by 40 basis points to 7.8%.
This growth is primarily fueled by the Connectivity and Cloud Solutions (CCS) segment, driven by strong demand in communications (800G switch programs) and AI/ML compute, supported by significant R&D investments. Celestica holds a leading market share in high-bandwidth Ethernet switching and is expanding into custom ASIC platforms and rack-scale AI systems, with new programs ramping through 2027.

Oct 28, 2025, 12:00 PM

Transcript

Celestica Reports Strong Q3 2025 Results and Raises 2025/2026 Outlook

CLS

Earnings

Guidance Update

New Projects/Investments

Celestica (CLS) reported exceptionally strong Q3 2025 financial results, with revenue of $3.19 billion (up 28%) and adjusted earnings per share of $1.58 (up 52%), achieving its highest quarterly non-GAAP operating margin of 7.6%.
The Connectivity and Cloud Solutions (CCS) segment drove performance with 43% revenue growth to $2.41 billion, primarily due to strong demand in communications end markets and 800G switch programs for hyperscalers.
The company raised its 2025 financial outlook, now expecting revenue of $12.2 billion (up from $11.55 billion) and adjusted EPS of $5.90 per share (up from $5.50).
Celestica provided a robust 2026 outlook, projecting revenue of $16.0 billion (31% growth) and adjusted EPS of $8.20 (39% increase), driven by AI-related demand and new program ramps.
Strategic investments are focused on AI infrastructure and data center technologies, expanding capacity in Texas and Thailand to support high-complexity engagements and custom solutions for hyperscaler customers.

Oct 28, 2025, 12:00 PM

Transcript

Celestica Reports Strong Q3 2025 Results and Raises 2025/2026 Outlook

CLS

Earnings

Guidance Update

New Projects/Investments

Celestica reported Q3 2025 revenue of $3.19 billion, an increase of 28%, with adjusted earnings per share of $1.58, up 52%, and achieved its highest quarterly non-GAAP operating margin in company history at 7.6%.
The company raised its full-year 2025 revenue outlook to $12.2 billion (up from $11.55 billion) and adjusted EPS to $5.90 (up from $5.50), reflecting 26% and 52% year-over-year growth, respectively.
For 2026, Celestica anticipates revenue of $16.0 billion, representing 31% growth, with non-GAAP adjusted EPS projected at $8.20, a 39% increase year-over-year.
Growth is primarily driven by strong demand in the Communications (CCS) segment, particularly from 800G switch programs for hyperscalers and anticipated ramps of 1.6T programs in 2026 and a rack-scale custom AI system in 2027.
Celestica holds a 41% cumulative market share across 200G, 400G, and 800G Ethernet switching for data centers and is focused on the custom ASIC segment of the AI server market, which is forecasted to grow six-fold.

Oct 28, 2025, 12:00 PM

Transcript

Celestica Inc. Provides Strong Financial Outlook and Highlights AI-Driven Growth at Investor Day

CLS

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

Celestica Inc. provided a strong financial outlook, projecting $12.2 billion in revenue and $5.90 in Non-GAAP Adjusted EPS for 2025E, and $16.0 billion in revenue and $8.20 in Non-GAAP Adjusted EPS for 2026E.
The company anticipates continued growth driven by AI and Cloud demand in data center infrastructure, with the Connectivity & Cloud Solutions (CCS) segment expected to reach $9.0 billion in revenue in 2025E.
Celestica is making key investments in North America and Asia to support AI customers, including a manufacturing center of excellence for AI racks and a new design hub in Austin by 2026.
The company is accelerating investments in technologies and capabilities critical for AI infrastructure, such as 3.2T networking roadmaps, and holds a leading share in high bandwidth Ethernet networking switches.

Oct 28, 2025, 11:02 AM

8-K

Celestica Inc. Announces Strong Q3 2025 Results and Raises Annual Outlook

CLS

Earnings

Guidance Update

Share Buyback

Celestica Inc. reported strong Q3 2025 financial results, with revenue of $3.19 billion (up 28% compared to Q3 2024) and adjusted EPS of $1.58 (up 52% compared to Q3 2024), both exceeding the high end of its guidance ranges.
Driven by these strong results and strengthening customer demand, the company raised its 2025 annual outlook, now expecting revenue of $12.2 billion (up from $11.55 billion) and adjusted EPS of $5.90 (up from $5.50).
Celestica also provided a 2026 annual outlook, projecting revenue of $16.0 billion and adjusted EPS of $8.20, representing anticipated growth of 31% and 39% respectively.
The company announced its intention to launch a new Normal Course Issuer Bid (NCIB) in Q4 2025, which would permit the repurchase of up to 5% of its public float.

Oct 27, 2025, 8:20 PM

8-K

Celestica Announces Strong Q3 2025 Results and Raises 2025/2026 Outlook

CLS

Earnings

Guidance Update

Revenue Acceleration/Inflection

Celestica reported Q3 2025 revenue of $3.19 billion, a 28% increase compared to Q3 2024, and adjusted EPS of $1.58, representing 52% growth over Q3 2024.
The company achieved a Q3 2025 adjusted operating margin of 7.6%, an increase from 6.8% in Q3 2024.
Celestica raised its 2025 annual outlook, now expecting revenue of $12.2 billion (up from $11.55 billion) and non-GAAP adjusted EPS of $5.90 (up from $5.50).
For 2026, the company anticipates revenue of $16.0 billion and non-GAAP adjusted EPS of $8.20, reflecting growth of 31% and 39% respectively.
Celestica provided Q4 2025 guidance with expected revenue between $3.325 billion and $3.575 billion and adjusted EPS between $1.65 and $1.81.

Oct 27, 2025, 8:15 PM

Press Release

Circus SE Holds Successful AGM and Highlights Defense Sector Growth

CLS

Proxy Vote Outcomes

Product Launch

Guidance Update

Circus SE held its Annual General Meeting on August 25, 2025, where over 99% of votes approved all resolutions, demonstrating strong shareholder support.
The company has transitioned from R&D to commercialization, with serial production of its CA-1 autonomous nutrition system underway and first deployments scheduled for this fall.
Circus SE confirmed a commercial outlook expecting triple-digit production volumes in the short term, driven by growing enterprise demand.
The defense sector is identified as a significant growth opportunity, with Circus SE positioned at the forefront of AI-powered autonomous nutrition systems for military use, backed by official NATO and U.S. Department of Defense supplier certifications.

Aug 26, 2025, 8:18 AM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for CELESTICA.

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