Celestica (CLS) Q4 FY25 earnings call

Celestica is completing its shift into an AI data-center infrastructure supplier: hyperscaler 800G/1.6T networking and custom-silicon compute now dominate the mix while legacy ATS treads water pending a Capital Equipment recovery. Management is pre-investing in global capacity against record bookings and multiyear customer roadmaps, framing the raised outlook as a pragmatic floor rather than a ceiling and pointing to sustained growth into 2027.