Celestica Inc. (NYSE: CLS) shares were trading lower in midday U.S. session after the company reported robust fourth-quarter and full-year 2025 results, though broader profit-taking weighed on the stock. CLS recently traded below its recent peaks, with a 52-week range of roughly $58 to about $363 on the NYSE, reflecting heavy volatility and strong underlying gains through 2025.
Quarterly Results
Celestica reported Q4 2025 revenue of $3.655 billion, up approximately 44% year-over-year and above guidance of $3.325 billion–$3.575 billion. Adjusted non-GAAP operating margin was 7.7%, slightly above expectations, and adjusted EPS was $1.89, up about 70% from Q4 2024 and above the guided range.
On a GAAP basis, earnings per share were $2.31 with a margin of 8.6% of revenue. CCS segment revenue jumped about 64%, while the Advanced Technology Solutions segment declined slightly versus the prior year.
Full-Year 2025
For the full year, Celestica posted revenue of about $12.4 billion, a 28% increase from 2024, and adjusted non-GAAP EPS of $6.05, up roughly 56% year-over-year. Free cash flow was $458.3 million, and GAAP operating margin was 8.4%.
Guidance and Outlook
Management provided 2026 guidance with an elevated outlook, forecasting revenue growth to about $17.0 billion and adjusted EPS of $8.75, alongside increased capital expenditures to support capacity expansion, particularly in AI and hyperscale compute infrastructure.
Market Reaction and Analyst Activity
There were no widely reported analyst upgrades or formal price-target changes linked directly to today’s release at the time of publication. The stock has shown strong performance in 2025, trading near the upper end of its 52-week range, yet saw some pullback after the release, consistent with broader profit-taking in tech and high-growth hardware/software equities.
Sector and Macro Context
Celestica’s results come amid choppy trading in technology and AI-linked names, where macroeconomic pressures, rising interest rates and rotation out of high-momentum stocks have impacted valuations. Investors have been weighing strong fundamentals in data-center demand against sector-wide headwinds.