Description

Why Celestica’s Expansion in Thailand and Texas Signals Long-Term Confidence, Not Cycle Risk!

Celestica’s Q4 2025 financial results reflect a period of significant growth driven by the company’s Communications and Enterprise Solutions (CCS) segment, leading to record levels in both revenue and operating margins. The strong quarterly performance was characterized by a 44% revenue increase to $3.65 billion, surpassing the company’s guidance range, with notable contributions from the CCS segment, which saw its revenues grow by 64%. This was largely driven by increased demand for high-capacity networking equipment and data center technologies, highlighting Celestica’s alignment with current market trends such as AI-related data center advancements. From a full-year perspective, Celestica reported revenue of $12.4 billion, marking a 28% increase year-over-year, while adjusted earnings per share (EPS) grew by 56% to $6.05. The adjusted operating margin improved by 100 basis points for the second consecutive year, evidence of the company’s operational efficiency and effective cost management amid scaling operations to meet robust demand.