分组1 - The article discusses Celestica Inc. (NYSE: CLS) and its strong performance in the AI sector, highlighting its double beat and raise performances [1] - The management of Celestica provided an outsized preliminary guidance for FY2026, indicating confidence in future growth [1] 分组2 - The analyst expresses a beneficial long position in shares of major tech companies, including GOOG, AMZN, CRWV, and META, suggesting a positive outlook on these stocks [2] - The article emphasizes the importance of conducting personal in-depth research before making investment decisions, acknowledging the inherent risks involved [3]

Two Defensive 5-Day Cash-Secured Put Trades Start-to-Finish: Laddering Strikes click ↑ 4 FeaturedI favor cash-secured put trades in volatile, bearish and volatile market conditions. I also use puts to enter covered call trades (PCP, Put-Call-Put or “wheel” strategy). In this article, real-life examples with Celestica Inc. (NYSE: CLS) will be analyzed to demonstrate how to enter such trades with initial and final calculations.Real-life example 5-day trades with CLS from 9/8/2025 – 9/12/20259/8/2025: CLS tra ...

业绩简评 2026 年 1 月 29 日，公司公布 25Q4 业绩。25Q4 营收 36.55 亿美元， 同比+43.6%，环比+14.4%。25Q4 公司 GAAP 毛利率为 11.8%，GAAP 净利润为 2.67 亿美元，同比+76%，其中有 6140 万美元来自收益 互换的衍生品。25Q4 公司 Non-GAAP 毛利率为 11.3%，Non-GAAP 净利润为 2.19 亿美元，同比+68%。 公司指引 26Q1 营收为 3.85~4.15 亿美元，Non-GAAP 营业利润率为 7.8%，Non-GAAP EPS 为 1.95~2.15 美元。公司上调全年营收至 170 亿美元（之前为 160 亿美元），26 年 Non-GAAP EPS 为 8.75 美元（之 前预期 8.2 美元），公司预计全年资本开支约 10 亿美元。 经营分析 公司数据中心快速增长，25Q4 公司云与连接解决方案收入 28.6 亿美元，同比+64%，其中交换机相关的通信终端市场收入 21.1 亿 美元，同比+79%。随着主要 ASIC 客户新一代产品的顺利量产爬坡， 公司服务器相关的企业终端市场收入 25Q4 为 7.45 ...

Core Insights - Celestica Inc. is a manufacturer of Data Center components that is heavily reliant on hyperscaler demand, particularly due to the surge in capital expenditures driven by advancements in artificial intelligence [1] Industry Overview - The industry is experiencing a significant increase in demand for Data Center components as companies invest heavily in AI technologies, leading to a massive CapEx splurge [1]

We recently published 10 Stock Titans With Massive Losses. Celestica Inc. (NYSE:CLS) was one of the worst performers on Thursday. Celestica snapped a four-day winning streak on Thursday, slashing 13.10 percent to close at $300 apiece as expectations for a strong earnings performance have already been priced in, thanks to strong demand from AI. In an updated report, Celestica Inc. (NYSE:CLS) said that its net income for full-year 2025 soared by 94 percent to $832.5 million from $428 million in 2024, with ...

Americas Technology: Hardware: AI Project Pulse: January 2026 29 January 2026 | 1:57PM EST Equity Research We summarize recent announcements and developments in the AI project space across neoclouds, sovereigns, and enterprise made in January 2026. This represents select project announcements and is not indicative of the total AI infrastructure opportunity. We also include an interactive data center project cost calculator to provide a high-level framework on how to size spend by total power or number of XP ...

For the full year 2025, CEO Rob Mionis said the company delivered revenue of $12.4 billion and adjusted EPS of $6.05, representing growth of 28% and 56%, respectively. Adjusted operating margin was 7.5%, which management said reflected the second consecutive year of 100 basis points of improvement, driven by AI-related demand for data center technologies, operational execution, and operating leverage.Additional quarterly metrics highlighted on the call included adjusted gross margin of 11.3% (up 30 basis po ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

Key Takeaways Celestica posted Q4 results with adjusted EPS and revenue beats, driven by 44% sales growth led by CCS.CLS saw CCS revenues rise 64% as Communications demand lifted HPS sales by 72% on hyperscale networking.Celestica raised 2026 outlook to ~$17B revenues, $8.75 non-GAAP earnings per share.Celestica, Inc. (CLS) recorded strong fourth-quarter 2025 results with adjusted earnings and revenues beating the respective Zacks Consensus Estimate.This Toronto-based electronics manufacturing service provi ...

Celestica (NYSE:CLS) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsAatif Malik - Senior Vice PresidentMandeep Chawla - CFOMatthew Pallotta - Head of Investor RelationsMichael Ng - Managing Director of Global Investment ResearchRob Mionis - President and CEORobert Young - Managing DirectorRuben Roy - Managing DirectorSteven Fox - Founder and CEOThanos Moschopoulos - Managing Director of Equity Research TechnologyTim Long - Managing DirectorTodd Coupland - Managing Director of Technol ...