Loading...
•
Sep 30, 2025
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.
Revenue by Segment
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.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...