NYSE$CLS

Celestica Inc · Q2 2025 earnings

Q2 2025 earnings ·

Briefing

Celestica reported Q2 2025 revenue of $2.89B with net income of $211M and diluted EPS of $1.82.

Revenue rose to $2.89 billion on Advanced Technology Solutions and Connectivity & Cloud Solutions demand tied to AI infrastructure. Net income was $211 million; diluted EPS was $1.82. Backlog and program wins support multiyear growth.

  • Q2 revenue $2.89B.
  • Net income $211M; diluted EPS $1.82.
  • AI and cloud hardware programs drive ATS growth.
  • Backlog supports revenue visibility.

Headline financials

Total Revenue

$2.89B

No prior period
EPS (adj)

$1.82

No prior period
Free Cash Flow

$211M

No prior period
Net Income

$211M

No prior period
Operating Income

$273M

No prior period
Gross Profit

$371M

No prior period
Cash & Equivalents

$314M

No prior period
Total Assets

$6.24B

No prior period

Revenue & EPS history

Celestica Inc · Revenue · Quarterly

$2.89B

Q2 2025
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Forward guidance

Technology and payments outlook cites volume growth, product cycles, and capex.

Tailwinds

  • Payments volume or semiconductor demand recovery.
  • AI and cloud-related program wins.

Headwinds

  • Client incentives or inventory corrections.
  • FX and supply-chain constraints.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 5 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-2.6%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+5.6%

Avg return

30 days after

60%

3 / 5 earnings

Positive

+8.2%

Q3 2025

Best reaction

-14.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-14.4%-0.8%-16.9%
Q4 2025-13.1%-13.8%-19.6%
Q3 2025+8.2%+14.1%+10.1%
Q2 2025+1.9%+14.4%+18.7%
Q1 2025+4.5%-1.3%+35.5%

Discussion

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