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Earnings

Celestica Announces Third Quarter 2025 Financial Results and Will Hold 2025 Investor and Analyst Day

By The Northwire Desk — AI Analysis Oct 27, 2025 · 16:15 CLS · 423.31 CELESTICA INC.
CLS · Price

Executive Summary

  • Celestica reported Q3 2025 revenue of $3.19 B, up 28 % YoY, and GAAP EPS of $2.31, a rise from $0.75 in Q3 2024.
  • Adjusted (non‑GAAP) operating margin improved to 7.6 % and adjusted EPS rose to $1.58, both exceeding the high ends of prior guidance.
  • Management raised the 2025 full‑year outlook to $12.2 B revenue and $5.90 adjusted EPS, and announced a 2026 outlook of $16.0 B revenue and $8.20 adjusted EPS.

Key Details

  • Revenue: $3.19 B (Q3 2025) vs. $2.50 B (Q3 2024) – +28 % YoY.
  • GAAP earnings from operations: 10.2 % of revenue (up from 5.5 %).
  • Adjusted operating margin (non‑GAAP): 7.6 % (vs. 6.8 % in Q3 2024).
  • GAAP EPS: $2.31 (diluted) vs. $0.75 a year earlier.
  • Adjusted EPS (non‑GAAP): $1.58 vs. $1.04 YoY.
  • Segment performance:
  • Connectivity & Cloud Solutions (CCS) revenue $2.41 B, +43 % YoY; margin 8.3 %.
  • Advanced Technology Solutions (ATS) revenue $0.78 B, –4 % YoY; margin 5.5 %.
  • Free cash flow: $88.9 M for the quarter (up from $76.8 M YoY).
  • 2025 Outlook Update: Revenue target raised to $12.2 B (previously $11.55 B); adjusted EPS target to $5.90 (prev. $5.50); free cash flow target $425 M.
  • 2026 Outlook: Projected revenue $16.0 B; adjusted operating margin 7.8 %; adjusted EPS $8.20; free cash flow $500 M.
  • Q4 2025 Guidance: Revenue $3.325‑$3.575 B; adjusted EPS $1.65‑$1.81 (non‑GAAP).
  • NCIB Intent: Company will file a notice to commence a new Normal Course Issuer Bid in Q4 2025, seeking permission to repurchase up to 5 % of public float over the subsequent 12 months.
  • Conference call: Management will host a Q3 2025 results call and Investor/Analyst Day on Oct 28 2025 at 8:00 a.m. EDT (webcast at www.celestica.com).

Notable Quotes

“We achieved very strong results in the third quarter… revenue of $3.19 billion and non‑GAAP adjusted EPS of $1.58, representing growth of 28 % and 52 %, respectively…” – Rob Mionis, President & CEO
“Driven by these strong results … we are pleased to increase our 2025 annual outlook… and announce our 2026 outlook…” – Rob Mionis

Materiality assessment: Material – Positive (significant revenue growth, EPS beat, upward revision of full‑year guidance).

Read the original news release →

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