Core Insights - Celestica's shares increased by 10% in after-hours trading following the release of its Q3 2025 report, which showed strong financial performance [1] - The company's revenue and earnings significantly exceeded Wall Street's expectations, prompting management to raise its full-year 2025 guidance and provide optimistic 2026 guidance [2][5] Financial Performance - Q3 2025 revenue reached $3.19 billion, a 28% increase from Q3 2024's $2.50 billion [4] - GAAP operating income rose by 136% to $325 million, while GAAP net income increased by 199% to $267.8 million [4] - Adjusted net income was $183.1 million, up 48% year-over-year, and adjusted EPS was $1.58, a 52% increase [4] Market Drivers - Celestica is capitalizing on the rapid expansion of AI data centers, with major clients including top hyperscalers like Amazon, Microsoft, and Alphabet [3] - The Connectivity & Cloud Solutions (CCS) segment generated $2.41 billion in revenue, a 43% year-over-year increase, with hardware platform solutions revenue soaring 79% to $1.4 billion [7][8] Operational Efficiency - The company generated $126.2 million in cash from operations, a 3% year-over-year increase, and free cash flow rose to $88.9 million from $76.8 million in the previous year [6]