Celestica: The Overlooked AI Winner
Portfolio Pulse from
Celestica reported strong Q4-CY24 results with a 19% YoY revenue increase, driven by a 30% surge in its CCS segment. The company projects a full-year CY25 revenue of $10.7B and an adjusted EPS of $4.75, highlighting significant growth in AI-driven data center and networking demand.
March 12, 2025 | 2:00 pm
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Celestica's Q4-CY24 results show a 19% YoY revenue increase, with the CCS segment up 30% YoY. The company projects CY25 revenue of $10.7B and adjusted EPS of $4.75, driven by AI demand.
Celestica's strong Q4-CY24 performance and positive CY25 projections indicate robust growth, particularly in the AI-driven CCS segment. This is likely to positively impact CLS stock in the short term.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100