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 ...

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 ...

Celestica (NYSE:CLS) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsMandeep Chawla - CFOMatthew Pallotta - Head of Investor RelationsMichael Ng - Managing Director of Global Investment ResearchRob Mionis - President and CEORuben Roy - Managing DirectorSteven Fox - Founder and CEOThanos Moschopoulos - Managing Director of Equity Research TechnologyTim Long - Managing DirectorConference Call ParticipantsAtif Malik - AnalystDavid Vogt - Managing Director and Senior Equity AnalystJohn Sh ...

Celestica (NYSE:CLS) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker4Ladies and gentlemen, thank you for joining us, and welcome to the Celestica Q4 2025 financial results and conference call. After today's prepared remarks, we will host a question and answer session. If you'd like to ask a question, please raise your hand. If you have dialed in to today's call, please press star nine to raise your hand and star six to unmute when called upon. I will now hand the conference over to Matthew Palata ...

Core Insights - Celestica, Inc. (CLS) has experienced a significant stock surge of 103.4% year-to-date, outperforming the Electronics - Manufacturing Services industry growth of 57.5% and the S&P 500 [1][8] - The company has outperformed peers such as Jabil, Inc. (JBL) and Flex Ltd (FLEX), with Jabil's shares increasing by 45.2% and Flex's by 30% [2] Demand and Revenue Growth - Celestica is benefiting from strong demand in the Connectivity & Cloud Solutions (CCS) segment, with revenues rising 28% year-over-year to $2.07 billion in Q2 [3] - The Hyperscaler Portfolio Solutions (HPS) business saw an impressive 82% year-over-year revenue increase, generating $1.2 billion, driven by demand for 800G networking switches [3] - The CCS segment is projected to achieve 30% year-over-year revenue growth by 2025 [3] AI Infrastructure Market Position - Celestica is establishing itself as a key player in the rapidly growing AI infrastructure market, projected to reach $223.45 billion by 2030 with a CAGR of 30.4% from 2024 to 2030 [4] - The company is expanding its portfolio to capitalize on this market trend [4] Product Innovation - The introduction of the SC6110, a next-generation all-flash storage controller, is designed to support mission-critical applications, enhancing performance and energy efficiency [5] Financial Health - As of June 30, 2025, Celestica reported $313.8 million in cash and cash equivalents, with a current ratio of 1.44, indicating strong liquidity compared to the industry average of 1.15 [9] - In Q2 2025, the company generated $152.4 million in cash from operations, a significant increase from $99.6 million year-over-year, with free cash flow rising 82.8% to $119.9 million [10] Earnings Estimates - Earnings estimates for Celestica for 2025 and 2026 have been revised upward over the past 60 days, reflecting growing investor confidence [11][14] Valuation Metrics - Celestica's shares are currently trading at a premium with a price/earnings ratio of 30.91 compared to the industry average of 22.59 [12] Strategic Positioning - The company benefits from a globally diversified manufacturing network, mitigating geopolitical risks and tariff uncertainties, and has established strategic relationships with leading hyperscaler customers [14] - Collaborations with industry leaders like AMD and Broadcom enhance Celestica's competitive edge in the Electronics Manufacturing Industry [14]