"Celestica ( NYSE: CLS) has been one of 2025's stealth AI success stories. The stock has soared more than 330% over the past year as hyperscaler customers like Amazon, Google, and Meta accelerated data-center expansions. In Q2, Celestica posted $2.89 billion in revenue and $1.39 adjusted EPS, beating consensus by 8% and 13%, respectively. CEO Rob Mionis credited "the strength of execution" and record margins of 7.4%, the highest in company history."
"Celestica has delivered four straight earnings beats, with last quarter's EPS topping estimates by 13% Street expects another big quarter: $3.04B revenue and $1.49 EPS, with FY2025 EPS seen rising 45% YoY. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.(Sponsor)"
Celestica's stock surged over 330% year-over-year as hyperscalers accelerated data-center expansion. Q2 revenue reached $2.89 billion with $1.39 adjusted EPS, beating consensus and delivering record 7.4% margins. Analysts expect Q3 revenue of $3.04 billion and $1.49 EPS, and anticipate FY2025 EPS to rise roughly 45% year-over-year. Management reports migration from 400G to 800G with 800G volumes matching 400G in Q2 and projected to dominate later in the year. Design wins exist across the top hyperscalers, and Celestica is moving into full AI rack manufacturing for hyperscaler customers.
Read at 24/7 Wall St.
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