Celestica Shares Surge 12% Following Upgraded Full-Year Guidance
Yahoo Finance ·
Shares of Celestica jumped more than 12% on Tuesday as the engineering and supply chain solutions provider raised its full-year profit and revenue outlooks. During the third quarter, the company reported an 83% year-over-year revenue surge to $5.8 billion. This impressive performance was largely driven by a 102% increase in connectivity and cloud solutions revenue, reaching $4.9 billion, with compute and storage-related sales soaring an astounding 242% due to robust artificial intelligence infrastructure demand from major cloud operators. Furthermore, the adjusted operating margin widened to 8.5%, while adjusted earnings per share jumped 109% to $3.30. Buoyed by these strong sales dynamics, management upgraded its full-year revenue expectation to $21 billion and adjusted earnings per share to $11.55. Looking further ahead, CEO Rob Mionis highlighted optimistic projections for 2027, anticipating revenue to reach $40 billion and adjusted earnings per share to hit $21.50, supported by an ongoing AI infrastructure supercycle and exceptionally strong customer forecasts.
AI 시장 분석
Celestica's shares rose over 12% as Q3 revenue surged 83% year-over-year to $5.8 billion. Driven by soaring AI infrastructure demand, Connectivity and Cloud Solutions revenue jumped 102%, prompting the company to raise its full-year guidance. Management also boosted growth expectations by presenting a strong mid-to-long-term outlook of reaching $4 billion in revenue by 2027.
상승 영향
- AI — Direct benefits are expected from a 102% increase in Connectivity and Cloud revenue due to surging AI infrastructure demand, along with an upward revision of annual earnings targets.
- Semiconductors — Computing and storage-related revenue soared 242%, driving earnings growth for data centers and semiconductor-related components.
DYAX 전담 분석
Celestica's Q3 adjusted EPS surged 109% to $3.30, and the operating margin improved to 8.5%, demonstrating rapidly strengthening fundamentals. Steeper earnings growth is expected through 2027, driven by continued AI infrastructure demand from major cloud customers.
The key stock variable going forward is whether AI hyperscalers will sustain their investment scale, and additional upside momentum remains valid if guidance is met. On the other hand, a slowdown in AI demand could pose valuation pressure as a risk factor.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 53% · Bearish (Short) 47%
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