Smartkarma AI, Smartkarma

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Smartkarma AI

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

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Strong Growth in High-Margin Segments: <a href="https://smartkarma.com/entities/celestica-inc-c8ad15f5-a999-498c-a1c3-7916750c5dbe">Celestica</a> is experiencing robust growth in its Connectivity &amp; Cloud Solutions (CCS) segment, particularly driven by the demand for AI and data center infrastructure. This strategic shift towards higher-growth, higher-margin markets is a key driver of its improving financial performance.</li>
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Solid Financial Performance and Outlook: The company has demonstrated strong financial results, with significant year-over-year revenue and earnings per share growth. Management has raised its full-year 2025 guidance and provided a positive outlook for 2026, indicating confidence in sustained momentum.</li>
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Strategic Position in Key Technology Trends: <a href="https://smartkarma.com/entities/celestica-inc-c8ad15f5-a999-498c-a1c3-7916750c5dbe">Celestica</a> is well-positioned to capitalize on major technology trends, including the expansion of data center networking, the adoption of 800G switch technology, and the overall growth in hyperscale capital expenditures. Its expertise in complex electronics manufacturing makes it a critical partner for leading technology companies.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
Strong Growth in High-Margin Segments: Celestica is experiencing robust growth in its Connectivity &amp; Cloud Solutions (CCS) segment, particularly driven by the demand for AI and data center infrastructure. This strategic shift towards higher-growth, higher-margin markets is a key driver of its improving financial performance.
  
Solid Financial Performance and Outlook: The company has demonstrated strong financial results, with significant year-over-year revenue and earnings per share growth. Management has raised its full-year 2025 guidance and provided a positive outlook for 2026, indicating confidence in sustained momentum.
  
Strategic Position in Key Technology Trends: Celestica is well-positioned to capitalize on major technology trends, including the expansion of data center networking, the adoption of 800G switch technology, and the overall growth in hyperscale capital expenditures. Its expertise in complex electronics manufacturing makes it a critical partner for leading technology companies.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Celestica reported strong financial results for the third quarter of 2025, driven by impressive performance in its Connectivity and Cloud Solutions (CCS) segment.</li><li>The company's revenue reached $3.19 billion, marking a 28% increase from the previous year, and surpassing the high end of their guidance.</li><li>The growth was largely fueled by the Communications end market within the CCS segment, where revenue surged by 82%, predominantly due to increased demand in data center networking, including ramping 800G switch programs.</li></ul>

Celestica reported strong financial results for the third quarter of 2025, driven by impressive performance in its Connectivity and Cloud Solutions (CCS) segment.The company's revenue reached $3.19 billion, marking a 28% increase from the previous year, and surpassing the high end of their guidance.The growth was largely fueled by the Communications end market within the CCS segment, where revenue surged by 82%, predominantly due to increased demand in data center networking, including ramping 800G switch programs.

Celestica Inside Hyperscale: Can The 1.6T Tech Power The Next Data Boom?

<ul><li>Celestica's Q2 2025 results indicate a robust overall performance with notable achievements and persisting challenges.</li><li>Revenue for the quarter reached $2.89 billion, a 21% increase year-over-year, indicating strong demand across the company’s portfolio.</li><li>The Communications and Cloud Solutions (CCS) segment, driven by hyperscale customers' strong networking product requirements, significantly contributed to this growth.</li></ul>

Celestica's Q2 2025 results indicate a robust overall performance with notable achievements and persisting challenges.Revenue for the quarter reached $2.89 billion, a 21% increase year-over-year, indicating strong demand across the company’s portfolio.The Communications and Cloud Solutions (CCS) segment, driven by hyperscale customers' strong networking product requirements, significantly contributed to this growth.

Celestica Doubles Down on 00G & AI—Is This The Tech Stock Wall Street Is Sleeping On?

<ul><li>Celestica Inc., a key player in the electronic manufacturing services sector, showcased encouraging yet complex financial dynamics in its Q1 2025 earnings report.</li><li>The company's financial performance exceeded expectations, with revenue reaching $2.65 billion, a year-over-year increase driven by robust demand in its Communications & Enterprise (CCS) segment.</li><li>The company's adjusted EPS stood at $1.20, reflecting an impressive 45% increase from the prior year.</li></ul>

Celestica Inc., a key player in the electronic manufacturing services sector, showcased encouraging yet complex financial dynamics in its Q1 2025 earnings report.The company's financial performance exceeded expectations, with revenue reaching $2.65 billion, a year-over-year increase driven by robust demand in its Communications & Enterprise (CCS) segment.The company's adjusted EPS stood at $1.20, reflecting an impressive 45% increase from the prior year.

Celestica Inc.: An Insight Into Its AI/ML Compute & Networking Ramps & Other Major Drivers!

<ul><li>Celestica's fourth-quarter 2024 financial performance illustrates a complex landscape with both impressive achievements and areas of strategic caution.</li><li>The company reported strong revenue growth, reaching $2.55 billion, aligning with the high end of its guidance.</li><li>Adjusted earnings per share (EPS) surpassed expectations, recording $1.11, reflecting the company's robust operational capabilities.</li></ul>

Celestica's fourth-quarter 2024 financial performance illustrates a complex landscape with both impressive achievements and areas of strategic caution.The company reported strong revenue growth, reaching $2.55 billion, aligning with the high end of its guidance.Adjusted earnings per share (EPS) surpassed expectations, recording $1.11, reflecting the company's robust operational capabilities.

Celestica Inc: Will The Expansion in Liquid Cooling Technologies  Act As A Key Growth Enabler? - Major Drivers

Canada

Celestica Inc. designs and manufactures electronic components.  The Company's products and services include design, prototyping, printed circuit assembly, full system assembly, power converters, memory packages and repair services. Celestica markets its products and services to original equipment manufacturers, primarily in the computer and communications sector.

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Celestica (CLS US)

Primer: Celestica (CLS US) - Dec 2025

Strong Growth in High-Margin Segments: Celestica is experiencing robust growth in its Connectivity & Cloud Solutions (CCS) segment,...

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Celestica Inside Hyperscale: Can The 1.6T Tech Power The Next Data Boom?

Celestica reported strong financial results for the third quarter of 2025, driven by impressive performance in its Connectivity and Cloud...

Baptista Research

Celestica Doubles Down on 00G & AI—Is This The Tech Stock Wall Street Is Sleeping On?

Celestica's Q2 2025 results indicate a robust overall performance with notable achievements and persisting challenges. Revenue for the quarter...

Baptista Research

Celestica Inc.: An Insight Into Its AI/ML Compute & Networking Ramps & Other Major Drivers!

Celestica Inc., a key player in the electronic manufacturing services sector, showcased encouraging yet complex financial dynamics in its Q1 2025...

Baptista Research

Celestica Inc: Will The Expansion in Liquid Cooling Technologies Act As A Key Growth Enabler? - Major Drivers

Celestica's fourth-quarter 2024 financial performance illustrates a complex landscape with both impressive achievements and areas of strategic...

Baptista Research

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