Overview
Data center infrastructure provider Celestica Q3 2025 revenue rises 28% to $3.19 bln, beating analyst expectations
Adjusted EPS for Q3 2025 beats estimates, rising to $1.58
Company to launch new NCIB, repurchasing up to 5% of public float
Outlook
Celestica raises 2025 revenue outlook to $12.2 bln from $11.55 bln
Celestica expects 2026 revenue of $16.0 bln
Company sees Q4 2025 revenue between $3.325 bln and $3.575 bln
Result Drivers
COMMUNICATIONS DEMAND - Higher than anticipated customer demand in Communications end market drove revenue above guidance
OPERATING LEVERAGE - Stronger than anticipated operating leverage in Communications end market boosted adjusted EPS
CCS SEGMENT GROWTH - CCS segment revenue increased 43% compared to Q3 2024, contributing to overall revenue growth
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$3.19 bln
$2.98 bln (9 Analysts)
Q3 Adjusted EPS
Beat
$1.58
$1.44 (10 Analysts)
Q3 EPS
$2.31
Q3 Adjusted EBIT Margin
7.60%
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the electronic equipment & parts peer group is "buy"
The stock recently traded at 45 times the next 12-month earnings vs. a P/E of 28 three months ago
Press Release: ID:nGNXbDgGXn
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)