财务数据和关键指标变化 - 公司第一季度收入达到21.1亿美元,超出了指导区间的高端,同比增长20% [15] - 公司第一季度非IFRS经营利润率为6.2%,同比提升100个基点,创下历史新高 [15][21] - 公司第一季度调整后每股收益为0.86美元,也超出了指导区间的高端,同比增长0.39美元 [16] 各条业务线数据和关键指标变化 - ATS业务部门第一季度收入为7.68亿美元,同比下降3%,符合预期的低个位数百分比下降 [17] - CCS业务部门第一季度收入为14.4亿美元,同比增长38%,驱动了公司整体收入的强劲增长 [18][19][20] - CCS业务部门第一季度利润率为7%,同比提升120个基点,主要得益于更有利的产品组合和产能利用 [21] 各个市场数据和关键指标变化 - 企业市场第一季度收入同比增长72%,超出了公司预期的高60%增长 [18] - 通信市场第一季度收入同比增长17%,好于公司预期的低个位数增长 [19][20] - HPS业务第一季度收入达5.19亿美元,同比增长40%,占公司总收入的23% [19][20] 公司战略和发展方向及行业竞争 - 公司完成了对NCS Global Services的收购,加强了IT服务能力,符合公司战略路线图 [12] - 公司正在持续投资扩大产能,以满足客户需求,包括泰国和马来西亚的新厂房扩建 [24] - 公司在与主要客户的关系中保持竞争优势,通过提供复杂产品和服务来维护地位 [79][80][81][82] 管理层对经营环境和未来前景的评论 - 公司对2024年全年的收入和利润指引均有所提升,反映了良好的市场需求 [35] - 管理层对CCS业务的未来增长前景保持乐观,认为AI/ML应用的需求将持续支撑 [41][42][43] - 管理层预计ATS业务在下半年将恢复增长,全年可能持平 [36][37][38][39][40] 问答环节重要的提问和回答 问题1 **Robert Young 提问** 公司第二半年收入增速预计有所放缓,是否反映了可见度下降 [48][49][50][51] **Rob Mionis 和 Mandeep Chawla 回答** 公司对客户需求保持乐观,但对第四季度的可见度有所模糊,导致对下半年的预测较为谨慎 [49][50][51] 问题2 **Daniel Chan 提问** 公司在AI数据中心的产品组合是否会高于传统数据中心 [64][65][66][67] **Rob Mionis 和 Mandeep Chawla 回答** 公司为客户提供从计算到网络的全套解决方案,有望从AI数据中心的需求中获益 [65][66][67] 问题3 **Thanos Moschopoulos 提问** 未来公司的毛利率是否有进一步提升空间 [93][94][95] **Mandeep Chawla 回答** 公司看好ATS业务的毛利率改善空间,随着资本设备和工业业务需求回升,以及HPS业务占比提升,有望带动整体毛利率持续提升 [93][94]

First Quarter 2024 Financial Results April 25, 2024 ...

公司业绩 - Celestica (CLS)在最新季度每股盈利为0.86美元，超过了Zacks Consensus Estimate的0.72美元[1] - 公司在过去四个季度中四次超过了市场预期的每股盈利[2] - Celestica在2024年3月结束的季度实现了21亿美元的营收，超过了Zacks Consensus Estimate的5.20%[3] - 公司股价自年初以来上涨了约49.5%[4] 投资建议 - Celestica的未来发展仍存在不确定性，投资者可以关注公司的盈利前景[5] - 研究表明，盈利预期修订与股价走势之间存在强烈相关性[6] - Celestica的盈利预期修订趋势目前为混合状态，预计股票将与市场表现一致[7] 行业前景 - 投资者应该注意行业前景对股票表现的影响，目前电子制造服务行业排名较低[9]

Exhibit 99.1 FOR IMMEDIATE RELEASE April 24, 2024 (All amounts in U.S. dollars. Per share information based on diluted shares outstanding unless otherwise noted.) CELESTICA ANNOUNCES FIRST QUARTER 2024 FINANCIAL RESULTS Q1 2024 revenue and non-IFRS adjusted EPS* above the high end of guidance ranges; 2024 full-year outlook raised TORONTO, Canada - Celestica Inc. (TSX: CLS) (NYSE: CLS), a leader in design, manufacturing, hardware platform and supply chain solutions for the world's most innovative companies, ...

Q1 2024 revenue and non-IFRS adjusted EPS* above the high end of guidance ranges;2024 full-year outlook raised (All amounts in U.S. dollars. Per share information based on diluted shares outstanding unless otherwise noted.) TORONTO, April 24, 2024 (GLOBE NEWSWIRE) -- Celestica Inc. (TSX:CLS) (NYSE:CLS), a leader in design, manufacturing, hardware platform and supply chain solutions for the world's most innovative companies, today announced financial results for the quarter ended March 31, 2024 (Q1 2024)†. " ...

Celestica, Inc. (CLS) is set to report its first-quarter 2024 results on Apr 24, after the closing bell. In the last reported quarter, the company beat the Zacks Consensus Estimate of 68 cents and delivered a trailing four-quarter earnings surprise of 8.77%, on average.The company is expected to record revenue growth year over year, backed by strong demand for its manufacturing technology and service solutions. The introduction of next-generation networking hardware solutions to support the advanced use cas ...

Celestica (CLS) ended the recent trading session at $43.81, demonstrating a -1.82% swing from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 0.22%. Meanwhile, the Dow experienced a rise of 0.06%, and the technology-dominated Nasdaq saw a decrease of 0.52%.Heading into today, shares of the electronics manufacturing services company had gained 1.29% over the past month, outpacing the Computer and Technology sector's loss of 1.64% and the S&P 500's loss of 1.6 ...

经纪推荐 - Celestica目前的平均经纪推荐（ABR）为1.57，介于1到5之间（强烈买入到强烈卖出），由七家经纪公司的实际推荐（买入、持有、卖出等）计算得出[2] - 在这七个推荐中，有四个是强烈买入，两个是买入。强烈买入和买入分别占所有推荐的57.1%和28.6%[3] - 经纪公司对所覆盖股票的利益偏向性很强，通常会导致分析师对其评级存在强烈的正向偏见。研究表明，经纪推荐很少能成功引导投资者选择潜力最大的股票[4]

The latest trading session saw Celestica (CLS) ending at $46.02, denoting a -0.09% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 0.74%. Elsewhere, the Dow lost 0.01%, while the tech-heavy Nasdaq added 1.68%.The the stock of electronics manufacturing services company has risen by 2.29% in the past month, leading the Computer and Technology sector's gain of 0.95% and the S&P 500's gain of 0.8%.Market participants will be closely following the financial r ...

TORONTO, April 03, 2024 (GLOBE NEWSWIRE) -- Celestica’s first quarter financial results and conference call will take place on Thursday, April 25. The conference call start time is 8:00am ET. Financial results will be released after market close on Wednesday, April 24. Participants are invited to join the live webcast at: https://onlinexperiences.com/Launch/QReg/ShowUUID=6587FB57-7286-4A77-94AD-1E222D080F96&LangLocaleID=1033 For those unable to participate, a recorded webcast will be available approximately ...