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Celestica Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary29 Jan, 2026
Executive summary
Achieved record Q4 and full-year 2025 results, with revenue of $12.4B (+28% YoY) and adjusted EPS of $6.05 (+56% YoY), both exceeding guidance, driven by strong CCS segment growth and robust demand in AI, networking, and data center infrastructure.
Adjusted operating margin reached 7.7% in Q4, the highest in company history, and 7.5% for the year, marking a second consecutive year of 100 basis points improvement.
GAAP EPS for 2025 was $7.16, up 98% YoY; Q4 2025 GAAP EPS was $2.31, up 79% YoY.
Raised 2026 annual outlook: revenue to $17B (+37% YoY) and adjusted EPS to $8.75 (+45% YoY), maintaining $500M free cash flow guidance.
Significant capital investments planned for 2026–2027 to expand capacity, especially in Texas, Thailand, Mexico, and Japan, supporting hyperscaler and AI/data center growth.
Financial highlights
Q4 2025 revenue: $3.65B (+44% YoY), adjusted EPS: $1.89 (+70% YoY), both above guidance.
Adjusted gross margin: 11.3% in Q4; GAAP gross margin: 11.8% in Q4.
Q4 2025 GAAP earnings from operations: $314.4M (8.6% of revenue), up $111.8M YoY.
Adjusted ROIC: 43% in Q4, up 14 percentage points YoY.
Free cash flow: $156M in Q4; $458M for 2025 (+$152M YoY).
Outlook and guidance
Q1 2026 revenue guidance: $3.85B–$4.15B (+51% YoY at midpoint); adjusted EPS: $1.95–$2.15 (+71% YoY at midpoint).
2026 annual revenue outlook raised to $17B (+37% YoY); adjusted EPS to $8.75 (+45% YoY); free cash flow maintained at $500M.
CCS segment expected to grow ~50% in 2026, with strong demand from hyperscalers and new program ramps.
ATS segment revenue expected flat to up mid-single digits for 2026, with growth in industrial and health tech offset by capital equipment softness.
2026 capex expected to be ~$1B (6% of revenue), fully funded by operating cash flow.
Drivers for $1B capital investment increase
Mitigate top customer revenue concentration
ATS segment's long-term growth strategy?
CapEx for 2027/2028 revenue growth
Margin profile of new complex programs
Google TPU partnership: sole source or preferred
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Next Celestica earnings date
Q1 202624 Apr, 2026
Celestica
Next Celestica earnings date
Q1 202624 Apr, 2026
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Celestica Inc. provides electronics manufacturing services and solutions including design, engineering, and supply chain management. It serves industries such as aerospace, healthcare, industrial, communications, and technology. The company is headquartered in Toronto, Canada, and its shares are listed on the NYSE.
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