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Dec 31, 2025
Celestica Inc Q4 2025 Earnings Report
Celestica reported strong Q4 results, with revenue and adjusted EPS exceeding the high end of guidance.
Key Takeaways
Celestica posted a robust Q4 2025 driven by strong demand in its Connectivity & Cloud Solutions segment, surpassing both revenue and adjusted EPS guidance.
Revenue for Q4 2025 reached $3.65 billion, up from $2.55 billion in Q4 2024.
GAAP EPS was $2.31 and adjusted EPS came in at $1.89, exceeding guidance.
Connectivity & Cloud Solutions segment saw a 64% YoY increase to $2.86 billion in revenue.
Net income for the quarter was $267.5 million with GAAP operating margin at 8.6%.
Revenue by Segment
Forward Guidance
Celestica raised its 2026 outlook based on strong customer demand and improved visibility, forecasting revenue of $17B and adjusted EPS of $8.75.
Positive Outlook
- Raised 2026 revenue outlook from $16B to $17B.
- Increased 2026 adjusted EPS guidance from $8.20 to $8.75.
- Momentum from AI-related data center demand expected to continue.
- Capital investment planned at $1B to support long-term growth.
- Anticipates funding expansion through operating cash flow.
Challenges Ahead
- ATS segment saw a slight YoY revenue decline in Q4.
- High customer concentration (top 3 customers made up 63% of revenue).
- Increased capital expenditures may pressure short-term free cash flow.
- Adjusted effective tax rate expected to remain around 20%.
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
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