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Celestica posts 28% revenue and 56% EPS growth in 2025, driven by AI demand and CCS expansion.

Company Fundamentals
27 Mar 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Celestica reported strong financial results for 2025, with revenue growing 28% and earnings per share (EPS) increasing by 56%, mainly due to expansion in its CCS segment and rising demand from hyperscaler AI customers. The CCS segment now accounts for about 74% of total revenue, increasing the company's reliance on hyperscaler spending cycles and a concentrated customer base. Management plans to invest $1 billion in capital expenditures in 2026, signaling a shift to a more capital-intensive, infrastructure-like business model. The stock currently trades at around 34 times forward earnings, implying expectations of sustained growth near 40% through 2027, which may limit upside potential if execution or demand falters.

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Sodexo wins major global catering contract with Meta for 130+ sites in 30+ countries

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Thor Explorations stays on track with gold production and strong cash position in Q2 2026.

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