CLS
Celestica Inc.288.87
-14.11-4.66%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A boosts 2027-28 visibility
Q&A affirmed the raised $17B 2026 guide as conservative, with customer forecasts higher and visibility extending to 2028 on booked programs. Management detailed $1B CapEx funding 2027-28 capacity for 1.6T switches (10 programs, five ramping H2 2026) and AIML compute, projecting CCS growth near $4.5B in 2026 and $7B in 2027. Digital native ramp progresses for 2027 contribution. Margins face no compression from enterprise mix shift, aided by leverage across 400G/800G/1.6T. Bookings lock growth through 2028. FCF stays at $500M despite investments. Bullish tone; watch H2 ramps and supply execution.
Key Stats
Market Cap
33.23BP/E (TTM)
46.97Basic EPS (TTM)
6.15Dividend Yield
0%Recent Filings
8-K
Board Chair retires; CEO succeeds
Celestica's Board Chair Michael Wilson retires effective prior to the May 19, 2026 AGM, per company policy—no disagreements noted. CEO Rob Mionis steps in as Chair, Laurette Koellner as Lead Independent Director; David Reeder joins May 1 with semiconductor expertise from Entegris and GlobalFoundries. Smooth transition bolsters governance. Board hits nine members post-AGM.
10-K
FY2025 results
Celestica crushed FY2025 with revenue up 28% to $12.4B, powered by CCS segment's 42% surge to $9.19B on hyperscaler networking ramps—HPS hit 41% of total, up 81% y/y—while ATS edged 1% higher to $3.20B. Q4 accelerated sharply: revenue jumped 44% y/y to $3.65B, CCS margins hit 8.4% on volume leverage, Enterprise rebounded 59% q/q via AI/ML compute. Cash cycle tightened to 61 days; non-GAAP free cash flow soared $458M. Share buybacks chewed $151M. AI data center power constraints threaten quarterly ramps.
8-K
2026 AGM details out
8-K
Q4 beat, 2026 outlook raised
Celestica crushed Q4 2025 with $3.65B revenue, up 44% YoY, and adjusted EPS of $1.89, topping guidance. Full-year revenue hit $12.4B, up 28%, fueled by CCS segment's 64% surge. It raised 2026 outlook to $17.0B revenue and $8.75 adjusted EPS, while hiking capex to $1B for AI data center ramps. Capacity expands through 2027.
8-K
Audit chair resigns, successor named
Celestica's Dr. Luis Müller plans to resign from the Board and Audit Committee chair for personal reasons, effective January 28, 2026, with no disagreements on operations. Board member Amar Maletira steps in as Audit Committee chair. Smooth transition. Maletira brings 25+ years of CFO experience in tech.
IPO
Website
Employees
Sector
Industry
ARW
Arrow Electronics, Inc.
112.76-0.70
BHE
Benchmark Electronics, Inc.
45.60-1.60
CPSH
CPS Technologies Corp.
3.25-0.05
CTS
CTS Corporation
44.52+0.39
FLEX
Flex Ltd.
65.01-2.80
JBL
Jabil Inc.
212.56-8.65
PLXS
Plexus Corp.
154.12-5.60
SANM
Sanmina Corporation
146.84-11.33
TEL
TE Connectivity plc
226.91-3.79
ZTSTF
ZTEST Electronics, Inc.
0.18+0.00