Celestica Posts Investor Day Presentation with FY2025 Results and 2026 ROIC Data
Celestica posted its Investor Day presentation, reporting FY2025 revenue of $12.39B, up from $9.65B in FY2024, and net earnings of $832.5M, up from $428.0M. FY2025 diluted EPS was $7.16, compared with $3.61 in FY2024. Non-GAAP adjusted ROIC was 64.7% in Q3 2026 and 56.7% YTD 2026, versus 37.1% for FY2025.
How this was made
The 30-second read
Why it matters
The earnings beat may trigger short-covering and buying interest, especially from investors focused on contract manufacturing exposure to AI hardware demand.
Market read
First disclosure of FY2025 results with strong revenue and earnings growth, likely to move the stock and influence sector sentiment.
What to watch
Guidance for FY2026 is not disclosed; future margin pressure could temper enthusiasm.
Background
Celestica released its Investor Day deck ahead of the Q3 2026 conference call, providing full-year FY2025 financials for the first time.
Market effects
Highlights strength in the electronics manufacturing services sector, potentially boosting peers.
Positive for Canadian tech exporters and may lift broader North American tech indices.
Adds to the narrative of resilient demand for contract manufacturing amid AI-driven hardware growth.
Counterpoint
If the market had already priced in strong growth, the results may already be reflected, limiting upside.
Key entities
- CompanyCelestica Inc.
Electronics manufacturing services provider listed on NYSE (CS).
