Dec 2025 (Q4 FY25) — Jan 29, 2026
Celestica Q4 FY25 — Record 7.7% margin and raised $17B 2026 outlook on hyperscaler AI demand
Read the full callCelestica earnings: last reported Thu, 29 Jan 2026, for the quarter ended Dec 2025.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 4,699 | +62.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 9.8 | +0.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 369 | +74.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $276.46 on 17 Oct 2025 → $300.35. High $472.4 (2 Jun 2026), low $249.52 (6 Mar 2026).
Overview
Call summaries
Celestica Q4 FY25 — Record 7.7% margin and raised $17B 2026 outlook on hyperscaler AI demand
Read the full callEvery analysed call
Financials
Net profit, year on year: +75% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,500 | 2,546 | 2,649 | 2,893 | 3,194 | 3,655 | 4,047 | 4,699 |
| Operating profit | 138 | 203 | 129 | 273 | 325 | 314 | 272 | 458 |
| Operating margin | 5.5% | 8.0% | 4.9% | 9.4% | 10.2% | 8.6% | 6.7% | 9.8% |
| Interest | 11 | 12 | 14 | 14 | 13 | 13 | 16 | 21 |
| Profit before tax | 124 | 190 | 114 | 257 | 311 | 301 | 256 | 442 |
| Tax rate | 27.8% | 19.9% | 24.2% | 18.0% | 13.9% | 11.2% | 17.2% | 16.5% |
| Net profit | 90 | 152 | 86 | 211 | 268 | 268 | 212 | 369 |
| EPS ($ per share) | 0.76 | — | 0.74 | 1.83 | 2.33 | — | 1.85 | 3.21 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Equity capital | — | 1,673 | 1,633 | 1,620 |
| Reserves | — | -852 | -424 | 409 |
| Total liabilities | — | 4,120 | 4,092 | 4,997 |
| Fixed assets | — | 524 | 537 | 586 |
| Total assets | — | 5,891 | 5,988 | 7,213 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Cash from operations | 211 | 326 | 474 | 660 |
| Cash from investing | -109 | -122 | -212 | -204 |
| Cash from financing | -122 | -208 | -208 | -283 |
| Capital expenditure | -109 | -125 | -171 | -201 |
| Free cash flow | 102 | 201 | 303 | 458 |
CCS grew from 70% to 81% of revenue over the last six quarters.
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|
| CCS | 70% | 72% | 76% | 78% | 80% | 81% | +83.7% |
| ATS | 30% | 28% | 24% | 22% | 20% | 19% | +8.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
248 filings between Oct 30, 2025 and Sep 30, 2026.
Purchases
$2.05M
4 purchases by 1 insider
Sales
$254.06M
166 sales by 8 insiders
90% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| MIONIS ROBERT | — | $130.69M | Sep 23, 2026 |
| Phillips Jason | — | $36.89M | Feb 6, 2026 |
| Cooper Todd C | — | $33.27M | Sep 23, 2026 |
| Etienvre Yann L | — | $28.08M | Feb 4, 2026 |
| Chawla Mandeep | — | $13.07M | Aug 4, 2026 |
| Wong Leila | — | $9.62M | Feb 2, 2026 |
| KOELLNER LAURETTE T | $2.05M | — | Oct 30, 2025 |
| Wilson Michael Max | — | $1.39M | May 19, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Kale Jill Director | Option exercise | 96 | $0 |
| Sep 30, 2026 | Kale Jill Director | Tax withheld | 7 | $2.6K |
| Sep 30, 2026 | CASCELLA ROBERT Director | Option exercise | 52 | $0 |
| Sep 30, 2026 | CASCELLA ROBERT Director | Tax withheld | 6 | $2.2K |
| Sep 23, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 288 | $105.8K |
| Sep 23, 2026 | Cooper Todd C President | Sale 10b5-1 plan | 20,118 | $7.24M |
| Sep 23, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 2,294 | $828.6K |
| Sep 23, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 2,590 | $941.4K |
| Sep 23, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 1,920 | $691.9K |
| Sep 23, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 3,403 | $1.24M |
| Sep 23, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 3,672 | $1.35M |
| Sep 23, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 6,749 | $2.47M |
| Sep 23, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 2,480 | $899.0K |
| Aug 13, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 3,440 | $1.25M |
| Aug 13, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 261 | $95.4K |
| Aug 13, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 4,030 | $1.47M |
| Aug 13, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 5,554 | $2.00M |
| Aug 13, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 4,941 | $1.79M |
| Aug 13, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 5,270 | $1.92M |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 50 | $18.3K |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 13,414 | $4.96M |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 1,070 | $393.5K |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 4,358 | $1.61M |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 1,061 | $388.0K |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 3,501 | $1.28M |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 3,419 | $1.24M |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 5,909 | $2.14M |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 1,092 | $395.2K |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 40 | $15.1K |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 502 | $189.0K |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 256 | $96.6K |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 983 | $367.1K |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 1,073 | $399.6K |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 1,536 | $575.3K |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 6,674 | $2.47M |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 4,876 | $1.81M |
| Aug 5, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 1,247 | $468.1K |
| Aug 4, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 3,522 | $1.30M |
| Aug 4, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 5,841 | $2.15M |
| Aug 4, 2026 | Chawla Mandeep Chief Financial Officer | Sale 10b5-1 plan | 1,200 | $442.3K |
| Aug 4, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 5,629 | $2.07M |
| Aug 4, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 5,254 | $1.93M |
| Aug 4, 2026 | Chawla Mandeep Chief Financial Officer | Sale 10b5-1 plan | 1,080 | $397.0K |
| Aug 4, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 1,939 | $708.8K |
| Aug 4, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 1,940 | $707.3K |
| Aug 4, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 5,887 | $2.14M |
| Aug 4, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 1,895 | $686.7K |
| Aug 4, 2026 | Chawla Mandeep Chief Financial Officer | Sale 10b5-1 plan | 480 | $176.0K |
| Aug 4, 2026 | Chawla Mandeep Chief Financial Officer | Sale 10b5-1 plan | 320 | $117.0K |
| Aug 4, 2026 | MIONIS ROBERT Chief Executive Officer | Sale 10b5-1 plan | 1,331 | $481.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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