Celestica CEO Rob Mionis: If AI is a speeding freight train, we’re laying the tracks ahead of it

Business Segments & Performance - ATS (Automation Test Systems) segment, while currently slower, is considered a valuable business, representing approximately 25% of the company's revenue [1] - The company operates in four key sectors: aerospace and defense, semiconductor capital equipment, health tech, and industrial [2] - Focus is on improving margins through engineering engagements, with an expected year-over-year margin increase of around 70 basis points (0.7%) by year-end [2] Industry Trends & Outlook - AI is transitioning from a "nice-to-have" to a "must-have" utility, driving demand for infrastructure [4] - The company positions itself as building the infrastructure to enable AI adoption [4] - The current market environment is viewed as a significant moment, with companies building the future expected to reap substantial profits [3]