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Celestica (CLS) investor relations material
Celestica Q3 & Investor and Analyst Day 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 & Investor and Analyst Day 2025 earnings summary28 Oct, 2025
Executive summary
Q3 2025 revenue reached $3.19B, up 28% year-over-year, with net earnings of $267.8M, a 199% increase, and adjusted EPS of $1.58, up 52%, both exceeding guidance.
2025 outlook raised: revenue now $12.2B (26% growth), adjusted EPS $5.90 (52% growth), free cash flow $425M, and non-GAAP operating margin 7.4%.
2026 outlook: revenue $16.0B (31% growth), adjusted EPS $8.20 (39% growth), free cash flow $500M, and non-GAAP operating margin 7.8%.
Multi-year transformation and strategic investments in R&D, design engineering, and global capacity underpin leadership in AI data center infrastructure and high-bandwidth Ethernet switching.
Free cash flow for 2025E was $425M (+39% YTY), with a robust balance sheet and low leverage.
Financial highlights
Q3 2025 gross margin was 13.0% (up from 10.4% in Q3 2024); adjusted gross margin was 11.7%.
Adjusted operating margin hit a record 7.6% (up from 6.8% in Q3 2024); adjusted ROIC reached 37.5%.
Free cash flow for Q3 2025 was $89M; YTD free cash flow totaled $302M; 2025E free cash flow $425M.
Inventory at quarter-end was $2.05B, up $226M year-over-year; cash cycle days improved to 65.
Net debt stood at $422M with a gross debt to adjusted EBITDA leverage ratio of 0.8x.
Outlook and guidance
Q4 2025 revenue guidance: $3.325B–$3.575B; adjusted EPS: $1.65–$1.81.
2025 outlook: revenue $12.2B, adjusted EPS $5.90, free cash flow $425M, non-GAAP operating margin 7.4%.
2026 outlook: revenue $16.0B, adjusted EPS $8.20, free cash flow $500M, non-GAAP operating margin 7.8%.
CCS revenue expected to grow ~40% in 2026, driven by next-gen Hyperscale AI/ML compute and 800G/1.6T networking ramps.
Guidance assumes no material changes in tariffs, trade restrictions, or macroeconomic trends.
Assess AI data center customer concentration
How will ATS segment performance improve?
Detail capital allocation priorities
Digital native AI system revenue potential?
ATS margin expansion beyond 2026?
Competitive edge in 1.6T/3.2T switches?
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Q4 202529 Jan, 2026
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Frequently asked questions
Celestica Inc. provides electronics manufacturing services and solutions including design, engineering, and supply chain management. It serves industries such as aerospace, healthcare, industrial, communications, and technology. The company is headquartered in Toronto, Canada, and its shares are listed on the NYSE.
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