Celestica Q2 revenue beats estimates; raises 2025 outlook

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 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

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: ID:nGNX8CjkpS