Celestica Inc. 2025 Investor & Analyst Day Presentation

Celestica Inc. held its 2025 Investor & Analyst Day on October 28, 2025, providing updates on its financial performance, strategic initiatives, and future outlook. The company highlighted its strong revenue growth, particularly in its Connectivity & Cloud Solutions (CCS) segment, which is expected to reach $9.0 billion in 2025, driven by demand for high-bandwidth Ethernet switches and AI/ML compute solutions. Celestica also emphasized its leadership in the high-bandwidth Ethernet switch market, with a 41% market share in 200G+ switches. The company's Advanced Technology Solutions (ATS) segment is expected to grow modestly, with a focus on industrial, aerospace, and health tech markets. Celestica provided a positive financial outlook for 2026, projecting revenue of $16.0 billion and non-GAAP adjusted EPS of $8.20. The company also discussed its investments in AI infrastructure, including the development of 1.6T networking solutions and liquid-cooled AI racks. Overall, Celestica remains focused on leveraging its technology leadership and operational excellence to drive long-term growth.