Canada · Delayed Price · Currency is CAD Celestica Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 53% revenue growth and record margins, with strong demand from hyperscalers and robust program wins. Full-year guidance was raised for both revenue and EPS, while supply chain constraints remain a key risk but are factored into the outlook.
Fiscal Year 2025
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Record Q4 and 2025 results were driven by strong CCS growth, with revenue and adjusted EPS exceeding guidance. The 2026 outlook was raised, supported by major capacity investments and robust demand from hyperscalers and AI programs, with continued margin expansion expected.
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Q3 2025 saw record revenue and margins, driven by strong demand in data center networking and AI infrastructure. The company raised its 2025 and 2026 outlooks, expects continued robust growth from hyperscaler and digital native customers, and is investing heavily in R&D and global capacity expansions.
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Q2 revenue and adjusted EPS exceeded guidance, driven by strong hyperscaler demand and robust growth in networking products. The annual outlook was raised for revenue, EPS, and free cash flow, with continued momentum expected in both CCS and ATS segments.
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The meeting approved all proposals, including director elections, auditor appointment, executive compensation, and governance bylaw. Strong financial performance and growth in AI and cloud markets were highlighted, with strategic focus on agility and customer partnerships.
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Q1 2025 delivered record revenue and margins, driven by hyperscaler demand and strong CCS/ATS performance. Annual guidance was raised for both revenue and EPS, with robust liquidity and continued share buybacks. Tariff risks remain, but most costs are expected to be passed through.
Fiscal Year 2024
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Q4 2024 saw 19% revenue growth and record margins, driven by strong AI and hyperscaler demand, with major new wins in AI infrastructure. 2025 guidance was raised for revenue, EPS, and free cash flow, reflecting robust CCS momentum and continued investment in R&D.
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Q3 2024 delivered record revenue and EPS, led by hyperscaler-driven CCS growth and margin expansion. Full-year 2024 and 2025 outlooks were raised, with strong AI infrastructure demand, new program wins, and robust capital returns supporting continued momentum.
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Q2 revenue and adjusted EPS exceeded guidance, driven by strong CCS segment growth and robust demand from hyperscaler customers. Full-year outlook was raised, with continued margin expansion, strong free cash flow, and positive momentum in AI/ML and networking markets.