Celestica Q2 2025 Earnings Call Highlights: Record Margins and Robust Growth in CCS Segment.

Celestica Inc reported Q2 2025 earnings with revenues of $2.89 bln, exceeding guidance, and adjusted EPS of $1.39. The company achieved a record adjusted operating margin of 7.4%. The CCS segment saw significant growth in networking products, while the ATS segment experienced higher-than-expected revenues. Celestica raised its 2025 annual financial outlook, increasing revenue expectations to $11.55 bln and adjusted EPS to $5.50 per share.

Title: Celestica Inc. Reports Strong Q2 2025 Earnings, Raises Annual Outlook

Celestica Inc. (TSX and NYSE: CLS) reported robust financial results for the second quarter of 2025, exceeding market expectations and raising its annual outlook for the year. The company's revenue for Q2 2025 reached $2.89 billion, representing a 21% increase compared to the same period last year. This performance was driven by strong adjusted operating margins and earnings per share (EPS), with adjusted EPS reaching $1.39, a 54% increase over the previous year [1].

Celestica's adjusted operating margin of 7.4% for Q2 2025 was a new high for the company, demonstrating its operational efficiency and profitability. The company attributed this strong performance to higher-than-expected customer demand, particularly in its Communications end market [1].

The Connectivity & Cloud Solutions (CCS) segment saw significant growth, with revenue increasing by 28% to $2.07 billion. This growth was largely driven by strong demand for networking products. Meanwhile, the Advanced Technology Solutions (ATS) segment experienced higher-than-expected revenues, with revenue increasing by 7% to $0.82 billion [1].

In line with its strong Q2 performance, Celestica has raised its full-year 2025 financial outlook. The company now expects revenue to reach $11.55 billion, an increase from the previously estimated $10.85 billion. Adjusted EPS is projected to reach $5.50 per share, up from the previous estimate of $5.00 [1].

The company also repurchased 0.6 million common shares for cancellation in Q2 2025, investing $40.0 million in shareholder value [1].

Celestica's Q2 2025 results and outlook reflect a strong demand environment, particularly in its CCS segment, and a robust operational performance. The company's ability to exceed guidance and raise its annual outlook underscores its position as a leader in design, manufacturing, and supply chain solutions.

References
1. [Celestica Inc. Announces Second Quarter 2025 Financial Results](https://corporate.celestica.com/news-releases/news-release-details/celestica-announces-second-quarter-2025-financial-results)