| Metric | Value ($ M) | vs Q2 FY25 |
|---|---|---|
| Revenue | 3.2K | 10.4% |
| Total Income | 3.2K | 10.4% |
| Expenditure | 2.9K | 9.5% |
| PBT | 310.90 | 20.8% |
| Net Profit | 267.80 | 26.9% |
| OPM | 10.18% | 0.76pp |
| NPM | 8.38% | 1.09pp |
| EPS | 2.33 | 27.3% |
Celestica Announces Q3 2025 Revenue $3.19 Billion, Up 28% Y-o-Y
04 May 2026 · 4 May, 8:45 am
Summary
Celestica Inc. reported strong Q3 2025 results, with revenue reaching $3.19 billion, a 28% increase year-over-year. The adjusted EPS also saw significant growth, reaching $1.58. Driven by these results and a strengthening demand environment, the company is raising its 2025 annual outlook, expecting revenue to reach $12.2 billion and non-GAAP adjusted EPS of $5.90. Furthermore, the company announced its 2026 annual outlook with revenue of $16.0 billion and non-GAAP adjusted EPS of $8.20.
Key Highlights
- 1
Celestica's Q3 2025 revenue reached $3.19 billion, a 28% increase compared to $2.50 billion in Q3 2024.
- 2
GAAP earnings from operations as a percentage of revenue were 10.2% in Q3 2025, compared to 5.5% in Q3 2024.
- 3
The adjusted operating margin (non-GAAP) for Q3 2025 was 7.6%, up from 6.8% in Q3 2024.
- 4
GAAP earnings per share (EPS) increased to $2.31 in Q3 2025, compared to $0.75 in Q3 2024.
- 5
Adjusted EPS (non-GAAP) rose to $1.58 in Q3 2025, compared to $1.04 in Q3 2024.
- 6
The company is raising its 2025 annual revenue outlook to $12.2 billion from the prior $11.55 billion.
- 7
Celestica anticipates non-GAAP adjusted EPS of $5.90 for 2025, up from the previous estimate of $5.50.
Management Comments
Rob Mionis
“We achieved very strong results in the third quarter, with revenue of $3.19 billion and non-GAAP adjusted EPS* of $1.58, representing growth of 28% and 52%, respectively, each exceeding the high end of our guidance ranges. In the quarter we achieved strong adjusted operating margin* of 7.6%, another high for the company, reflecting the continued strength of our execution.” “Driven by these strong results to date and a demand environment that continues to strengthen, we are pleased to increase our 2025 annual outlook. We now expect revenue to reach $12.2 billion, an increase from the prior $11.55 billion, and anticipate non-GAAP adjusted EPS* of $5.90, up from our previous estimate of $5.50.” “Furthermore, we are announcing our 2026 annual outlook with revenue of $16.0 billion and non-GAAP adjusted EPS* of $8.20, representing growth of 31% and 39% respectively. The demand outlook from our largest customers, who continue to make significant investments in AI data center infrastructure, remains strong, supporting our 2026 annual outlook with indications of these dynamics continuing into 2027.”
Informational and educational content only. Not investment advice.