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Celestica

CLS Q4 2025 Earnings

Reported Jan 28, 2026 at 4:19 PM ET · SEC Source

Q4 25 EPS

$1.89

BEAT +7.39%

Est. $1.76

Q4 25 Revenue

$3.65B

BEAT +3.74%

Est. $3.52B

vs S&P Since Q4 25

+24.0%

BEATING MARKET

CLS +27.8% vs S&P +3.8%

Full Year 2025 Results

FY 25 EPS

$6.05

BEAT +2.09%

Est. $5.93

FY 25 Revenue

$12.39B

BEAT +1.37%

Est. $12.22B

Market Reaction

Did CLS Beat Earnings? Q4 2025 Results

Celestica closed out fiscal 2025 with a powerful fourth quarter, posting adjusted EPS of $1.89 against a consensus estimate of $1.76, a beat of 7.39%, while revenue of $3.65 billion topped the $3.52 billion consensus by 3.74% and surged 43.6% year ov… Read more Celestica closed out fiscal 2025 with a powerful fourth quarter, posting adjusted EPS of $1.89 against a consensus estimate of $1.76, a beat of 7.39%, while revenue of $3.65 billion topped the $3.52 billion consensus by 3.74% and surged 43.6% year over year. The headline driver was the company's Connectivity & Cloud Solutions segment, where AI-related data center infrastructure demand propelled Hardware Platform Solutions revenue to approximately $1.40 billion, up 72% year over year, pulling the broader CCS segment to $2.86 billion and expanding its margin to 8.4%. The results also landed above the high end of Celestica's own guidance ranges for both revenue and adjusted EPS, underscoring how sharply demand has accelerated. Management paired the beat with a meaningful upward revision to its 2026 outlook, lifting the annual revenue target to $17.00 billion from $16.00 billion and adjusted EPS guidance to $8.75 from $8.20, with Q1 2026 revenue guided in a range of $3.85 billion to $4.15 billion, a trajectory that analysts noted reflects conservative framing given the broader demand backdrop.

Key Takeaways

  • • Higher than anticipated customer demand, particularly in the CCS segment
  • • Stronger than anticipated operating leverage in CCS segment
  • • Hardware Platform Solutions (HPS) revenue surging 72% year-over-year
  • • Adjusted operating margin improved to 7.7% from 6.8% year-over-year
  • • Continued AI-related data center infrastructure demand
24/7 Wall St

CLS YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

CLS Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“Our financial performance in the fourth quarter was very strong, with revenue of $3.65 billion and adjusted EPS (non-GAAP)* of $1.89, both exceeding the high end of our guidance ranges. We had a solid finish to 2025, achieving revenue of $12.4 billion, up 28%, while our adjusted EPS (non-GAAP)* grew 56% year-over-year.”

— Rob Mionis, Q4 2025 Earnings Press Release

Back to CLS Stock Page