While many TSX-listed companies are feeling the pressure from global trade tensions and economic headwinds, Celestica is proving to be a clear exception. The Toronto-based electronics manufacturing services provider is not only weathering the storm — it’s outperforming expectations and setting the stage for further growth.
By consistently beating its own forecasts and exceeding analyst estimates, Celestica has demonstrated that its strategic focus is translating into tangible results. Its latest earnings show strong top-line and bottom-line growth, driven by surging demand for AI infrastructure and high-performance computing — areas where the company is now doubling down.
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A Look at Celestica and Its Soaring Stock
In just the past year, CLS stock has soared nearly 265%, and over the past three years, it’s posted an eye-popping 1,690% gain. As of now, the stock trades at $261.42, giving the company a market capitalization of around $29.9 billion.
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Earnings That Continue to Impress
Celestica’s most recent quarterly results (ended June) showed 21% year-over-year revenue growth, reaching US$2.89 billion, comfortably beating both internal guidance and analyst forecasts. Earnings per share surged 54% to US$1.39, while EBITDA margins improved to 8.6%, up from 7.8% a year earlier.
Investing in the Future of AI
While delivering strong results today, Celestica is also positioning itself for long-term growth. In early August, the company launched the SC6110, a next-generation enterprise storage controller powered by AMD’s EPYC processors. The platform is designed to handle intensive workloads in AI, high-performance computing, and enterprise environments — markets where demand is accelerating rapidly.
Raised Guidance Signals Confidence
Adding further momentum, Celestica recently raised its full-year 2025 outlook, projecting revenue of US$11.55 billion (up from US$10.85 billion) and adjusted earnings of US$5.50 per share (up from US$5). At a time when many companies are dialing back expectations, this upgrade underscores the company’s confidence in its growth trajectory.
Why Celestica Could Continue to Climb
Celestica checks several important boxes for long-term investors: strong financials, solid execution, a growing presence in high-demand tech sectors, and a clear commitment to innovation. With AI-driven infrastructure demand accelerating and new product launches rolling out, this TSX-listed stock is not just a recent winner — it could be just getting started.
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