$๐พ๐๐ ๐๐ผ๐๐๐๐๐๐
๐๐ช๐ข๐ข๐๐ง๐ฎ
CEO Robert Mionis said the company is delivering its strongest financial performance ever, driven by its transformation since 2018 toward high-performance data center technology. He highlighted major investments in design engineering and the strategic exit from low-margin, low-complexity programs to focus on higher-value opportunities.
๐๐๐ฅ๐ค๐ง๐ฉ:
Q3 revenue: $3.19B, up 28%, exceeding guidance.
Non-GAAP operating margin: 7.6%, up 80 bps โ a record high.
Adjusted EPS: $1.58, up 52%, also above guidance.
Free cash flow: $89M for the quarter; $302M YTD.
Cash: $306M; Net debt: $422M.
๐ฝ๐ฎ ๐จ๐๐๐ข๐๐ฃ๐ฉ:
ATS: $781M, down 4%.
CCS: $2.41B, up 43%, driven by an 82% surge in communications revenue.
High-Performance Solutions (HPS): $1.4B, up 79%, now 44% of total revenue.
Jason Phillips (Connectivity & Cloud Solutions) expects the HPS portfolio to reach $5B in revenue for 2025, an 80% growth.
Todd Cooper (Advanced Technology Solutions) said the ATS portfolio is being remodeled for higher profitability and sustainable growth.
๐๐ช๐ฉ๐ก๐ค๐ค๐ :
Q4 2024: Revenue of $3.325Bโ$3.575B (up 36% YoY at midpoint) and adjusted EPS of $1.65โ$1.81 (up 56%).
2025: Revenue raised to $12.2B (from $11.55B) and adjusted EPS to $5.90 (from $5.50), implying 26% revenue and 52% EPS growth.
2026: Projected $16B revenue (+31%) and $8.20 adjusted EPS (+39%).
Overall: Celestica continues to outperform guidance across metrics, with record profitability, strong demand in communications and data center markets, and an upgraded long-term growth outlook.
๐๐๐จ๐ ๐จ ๐๐ฃ๐ ๐พ๐ค๐ฃ๐๐๐ง๐ฃ๐จ:
Management cautioned that its outlook assumes no major tariff or trade restrictions as of late October 2025. They also noted risks tied to customer demand forecasts and the need for close coordination on large-scale technology ramps. Analysts raised questions about margin sustainability and competitive pressures, which management addressed by stressing technology differentiation and selective customer engagement to preserve profitability.
๐๐๐ฃ๐๐ก ๐๐๐ ๐๐๐ฌ๐๐ฎ:
Celestica reported record financial results and significantly raised its 2025โ2026 guidance, fueled by strong demand in AI-driven data center infrastructure and hyperscaler networking solutions. Leadership emphasized continued customer expansion, technology leadership, and operational discipline, aiming to sustain margin growth and capital efficiency while investing strategically in long-term growth
๐๐ค๐ง๐ฉ๐๐ค๐ก๐๐ค ๐๐๐ง๐๐ค๐ง๐ข๐๐ฃ๐๐:
๐ฉ ๐๐๐ฟ ๐๐๐ฉ๐ช๐ง๐ฃ๐จ: 30,09% ๐๐ฐ
๐ฉ ๐ฎ-๐๐๐๐ง ๐๐๐ฉ๐ช๐ง๐ฃ๐จ: 104,52% ๐๐ฐ
โ ๏ธRisk level 5 โ ๏ธ
Thank you for your trust and remember stay green! ๐๐
www.etoro.com/people/madmanyuri
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