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 ( CLS ) 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/Mis Actual Consensu

s s

Estimate

Q2 Beat $2.89 $2.67

Revenue bln bln (5

Analysts

)

Q2 Beat $1.39 $1.23 (5

Adjusted Analysts

EPS )

Q2 EPS $1.82

Q2 7.4%

Adjusted

EBIT

Margin

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:

(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.)