NYSE$CLS

Celestica Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close

Briefing

Celestica reported Q4 2025 revenue of $3.65B with GAAP EPS of $2.31 and adjusted EPS of $1.89.

Fourth-quarter revenue surged 44% to $3.65 billion on AI data center demand. GAAP EPS was $2.31 and adjusted EPS was $1.89, both above guidance. Management raised 2026 revenue outlook to $17.0 billion with adjusted EPS of $8.75.

  • Q4 revenue $3.65B (+44% YoY).
  • GAAP EPS $2.31; adjusted EPS $1.89.
  • CCS segment revenue $2.86B (+64% YoY).
  • 2026 revenue guide $17.0B; adjusted EPS $8.75.

Headline financials

Total Revenue

$3.65B

No prior period
EPS (adj)

$1.89

No prior period
GAAP Operating Margin

8.6%

No prior period
Adjusted Operating Margin

7.7%

No prior period
Adjusted Effective Tax Rate

19.0%

No prior period
GAAP Effective Tax Rate

11.0%

No prior period
GAAP ROIC

48.0%

No prior period
Adjusted ROIC

43.1%

No prior period
Net Income

$280M

No prior period
Operating Income

$314M

No prior period
Gross Profit

$433M

No prior period

Revenue & EPS history

Celestica Inc · Revenue · Quarterly

$3.65B

Q4 2025
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Forward guidance

The release discusses Celestica's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Celestica cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.
  • Management issued or reiterated forward revenue and margin targets.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 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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