Celestica Stock Price, News & Analysis

Celestica (TSX: CLS / NYSE: CLS) introduced two 1.6TbE data center switches, the DS6000 (3RU) and DS6001 (2U hybrid-cooled), on October 10, 2025. Both use the Broadcom Tomahawk 6 chipset and deliver up to 102.4Tbps switching capacity via 64 x 1.6TbE OSFP ports, supporting 50/100/200/400/800GbE speeds and LPO/LRO optics. Celestica says the family doubles capacity versus its 800G solutions and will be contributed to the OCP community and listed on the OCP Marketplace with OCP Inspired recognition. The DS6001 targets 21-inch OCP ORv3 racks with hybrid air/liquid cooling for energy-optimized high-density deployments. Both switches support open-source NOS deployments (SONiC distributions) and will be shown at OCP Global Summit 2025.

Celestica (NYSE:CLS) has announced it will host its Q3 2025 financial results conference call and 2025 Investor and Analyst Day on October 28, 2025. The earnings call will begin at 8:00 AM ET, with financial results to be released after market close on October 27, 2025.

Following the morning conference call, the company will host an in-person Investor and Analyst Day Lunch Forum in Midtown Manhattan, where management will engage with the institutional investor community. The event is exclusively open to research analysts and institutional investors, with limited space availability.

Circus SE (XETRA: CA1), a leader in AI-powered robotics for autonomous nutrition systems, has achieved a significant milestone by completing its first fourth-generation CA-1 AI-robot at its new high-volume production facility. The facility, established just six months ago, is already producing multiple units in parallel.

The CA-1 robot, comprising over 29,000 individual components, undergoes more than 150 precision tests to ensure enterprise-grade reliability. The company has partnered with Celestica for manufacturing and supply chain support. Circus also plans to bring its second system, the CA-M for defense and military applications, to high-volume production by late 2026.

Celestica (NYSE:CLS) has unveiled the SC6110, a new enterprise storage controller designed for high-performance computing and data-intensive applications. The 2U dual-node platform features support for 32 E3.S PCIe Gen 5 NVMe dual-port SSDs and is powered by AMD EPYC Embedded 9004 Series processors.

The SC6110 offers redundant architecture with battery backup and hot-swappable components, making it suitable for mission-critical enterprise applications including AI infrastructure, high-performance computing, database management, and online transaction processing. The platform will be showcased at the 2025 Future of Memory and Storage event in Santa Clara from August 5-7.

Celestica (NYSE:CLS) has announced the appointment of Chris Colpitts to its Board of Directors, expanding the board to 9 members. Colpitts brings 20 years of experience in technology, media, and telecommunications sectors, with expertise in both investment banking and private equity.

Currently a Founder at Granite Peak Capital Group, Colpitts previously served as Partner and Head of TMT in the US at CVC Capital Partners. His appointment aims to strengthen Celestica's strategic guidance as the company pursues its next phase of innovation and expansion.

Celestica (NYSE:CLS) reported exceptional Q2 2025 financial results, with revenue reaching $2.89 billion, up 21% year-over-year. The company achieved GAAP EPS of $1.82 and adjusted EPS of $1.39, both exceeding guidance. Operating margins improved significantly, with GAAP operating margin at 9.4% and adjusted operating margin at 7.4%.

Due to strong performance and improved CCS customer demand outlook, Celestica raised its 2025 guidance. The company now expects annual revenue of $11.55 billion (up from $10.85 billion) and adjusted EPS of $5.50 (up from $5.00). For Q3 2025, Celestica projects revenue between $2.875-$3.125 billion and adjusted EPS of $1.37-$1.53.

The company's CCS segment revenue grew 28% to $2.07 billion, with Hardware Platform Solutions revenue surging 82% to $1.2 billion. The ATS segment revenue increased 7% to $0.82 billion. During Q2, Celestica repurchased 0.6 million shares for $40.0 million.

Celestica (NYSE:CLS) has scheduled its Q2 2025 financial results conference call for Tuesday, July 29, 2025 at 8:00am ET. The company will release its second quarter financial results after market close on Monday, July 28, 2025.

Investors can participate in the live webcast through the provided link, and a recorded version will be available approximately two hours after the call concludes on www.celestica.com.

Celestica (NYSE: CLS) has launched the ES1500, a new enterprise campus switch designed for enhanced performance at the AI-edge. The 1U switch offers up to 48 ports with 2.5GbE per port and optional Power-over-Ethernet capabilities, delivering up to 220 Gbps of switching capacity. This new model provides 2.5X faster port speeds compared to the traditional ES1000 GbE model. Key features include scalable 8/24/48-port configurations, cost-effective 1U form factor, redundant security features, 90W PoE++ support for connected devices, and a fanless 8-port design for IoT/OT applications with extended temperature range support. The ES1500 is specifically engineered to meet the growing demands of modern IT infrastructure in campus, retail, IoT, and enterprise access environments.

Celestica (NYSE, TSX: CLS) announced the results of its Annual and Special Meeting of Shareholders, where eight directors were successfully elected to the company's board. All management nominees received strong shareholder approval, with voting percentages ranging from 92.51% to 99.88%. Notable directors elected include Amar Maletira with 99.57% approval and Robert A. Mionis with 99.88% approval. Additionally, shareholders approved both the 2025 Long Term Incentive Plan and the adoption of By-Law 2 regarding advance notice requirements.