Celestica Q2 revenue beats estimates; raises 2025 outlook

Celestica

28/07/2025 21:25

Overview

Celestica Q2 2025 revenue up 21% to $2.89 bln, beating estimates

Adjusted EPS rises 54% to $1.39, exceeding analyst expectations

Company raises 2025 revenue outlook to $11.55 bln, adjusted EPS to $5.50

Outlook

Celestica raises 2025 revenue outlook to $11.55 bln from $10.85 bln

Company expects 2025 adjusted EPS of $5.50, up from $5.00

Q3 2025 revenue guidance set between $2.875 bln and $3.125 bln

Celestica anticipates Q3 2025 adjusted EPS between $1.37 and $1.53

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 segments boosted adjusted EPS

CCS GROWTH - CCS segment revenue increased 28%, contributing to overall performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$2.89 bln
$2.67 bln (5 Analysts)
Q2 Adjusted EPS
Beat
$1.39
$1.23 (5 Analysts)
Q2 EPS
$1.82
Q2 Adjusted EBIT Margin
7.4%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "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 31 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nGNX8CjkpS

(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.)