NYSE$CLS

Celestica Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close

Briefing

Celestica reported Q3 2025 revenue of $3.19B with diluted EPS of $2.31.

Third-quarter revenue was $3.19 billion, up sharply year over year on data-center and communications hardware demand. The CCS segment benefited from hyperscaler and cloud infrastructure programs while ATS markets remained mixed.

  • Q3 revenue $3.19B; diluted EPS $2.31.
  • CCS segment driven by cloud and enterprise server demand.
  • ATS aerospace, industrial, and HealthTech provide diversification.
  • Supply chain and customer concentration affect quarterly mix.

Headline financials

Total Revenue

$3.19B

No prior period
EPS (adj)

$2.31

No prior period
GAAP Operating Margin

10.2%

No prior period
Adjusted Operating Margin

7.6%

No prior period
Adjusted Effective Tax Rate

20.0%

No prior period
GAAP Effective Tax Rate

14.0%

No prior period
GAAP ROIC

50.4%

No prior period
Adjusted ROIC

37.5%

No prior period
Free Cash Flow

$268M

No prior period
Net Income

$268M

No prior period
Operating Income

$325M

No prior period
Gross Profit

$416M

No prior period
Cash & Equivalents

$306M

No prior period
Total Assets

$6.61B

No prior period

Revenue & EPS history

Celestica Inc · Revenue · Quarterly

$3.19B

Q3 2025
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Forward guidance

The release discusses Celestica's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • Technology demand and product roadmaps support medium-term growth.
  • Celestica cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

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 Q3 2025

Historical avgQ3 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%

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