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Sep 30
Celestica Inc Q3 2025 Earnings Report
Celestica beat guidance in Q3 2025, posting record revenue and EPS results driven by strong Communications segment demand.
Key Takeaways
Celestica delivered a strong Q3 2025 with revenue and adjusted EPS exceeding the high end of guidance. Operating margins reached company highs, and net income more than tripled year-over-year.
Revenue reached $3.19 billion, up from $2.50 billion in Q3 2024.
GAAP EPS came in at $2.31, with adjusted EPS at $1.58.
Net income rose to $267.8 million from $89.5 million a year ago.
The Communications end market drove strong performance with 79% YoY growth in HPS revenue.
Celestica Inc
Celestica Inc
Celestica Inc Revenue by Segment
Revenue by Segment
Connectivity & Cloud Revenue
CapyFin.comAdvanced Tech Sol. Revenue
CapyFin.com Forward Guidance
Celestica raised its full-year 2025 outlook and introduced a bullish 2026 forecast, underpinned by strong AI data center infrastructure demand.
Positive Outlook
- Raised 2025 revenue guidance to $12.2B from $11.55B.
- Increased 2025 adjusted EPS guidance to $5.90 from $5.50.
- Announced 2026 revenue outlook of $16.0B.
- Forecasted 2026 adjusted EPS of $8.20.
- Strong customer investment trends in AI and data center infrastructure continue into 2027.
Challenges Ahead
- ATS segment revenue declined 4% YoY.
- Adjusted tax rate slightly higher than anticipated (20% vs. expected 19%).
- Gross margin dropped from 13.0% sequentially due to mix changes.
- Free cash flow under pressure from rising inventory levels.
- Potential headwinds from restructuring and intangible amortization expenses.
Revenue & Expenses
Visualization of income flow from segment revenue to net income