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Celestica Q3 Earnings Surpass Estimates, Revenues Increase Y/Y
ZACKS· 2024-10-24 23:16
Celestica Inc. (CLS) recorded solid third-quarter results with adjusted earnings and revenues beating the respective Zacks Consensus Estimate. The Toronto-based electronics manufacturing service provider reported revenue growth year over year, backed by stronger-than-expected growth in the CCS segment.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Management’s strong emphasis on innovation, product diversification, and AI advancements are key growth drivers. Strong growth in adju ...
Celestica (CLS) Just Overtook the 20-Day Moving Average
ZACKS· 2024-10-24 22:36
After reaching an important support level, Celestica (CLS) could be a good stock pick from a technical perspective. CLS surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.The 20-day simple moving average is a popular trading tool. It provides a look back at a stock's price over a 20-day period, and is beneficial to short-term traders since it smooths out price fluctuations and provides more trend reversal signals than longer-term moving averages.The 20-day moving averag ...
Celestica Inc. (CLS) Q3 2024 Earnings Call and Virtual Investor Meeting Conference Call Transcript
Seeking Alpha· 2024-10-24 09:21
Celestica Inc. (NYSE:CLS) Q3 2024 Earnings Call and Virtual Investor Meeting Conference Call October 23, 2024 5:00 PM ET Company Participants Craig Oberg – Vice President of Corporate Development and Investor Relations Rob Mionis – President and Chief Executive Officer Mandeep Chawla – Chief Financial Officer Jason Phillips – President, Connectivity and Cloud Solutions Todd Cooper – President, Advanced Technology Solutions Steven Dorwart – Senior Vice President, Hyperscalers and Service Provider Conference ...
Celestica(CLS) - 2024 Q3 - Earnings Call Transcript
2024-10-24 09:21
财务数据和关键指标变化 - 第三季度公司实现收入25亿美元,同比增长22%,超出预期 [10][18] - 调整后的每股收益为1.04美元,较去年增长39% [10][20] - 非国际财务报告准则(non-IFRS)运营利润率为6.7%,较去年提高100个基点 [10][14] 各条业务线数据和关键指标变化 - 连接与云解决方案(CCS)部门收入为16.9亿美元,同比增长42%,占总收入的67% [11][12] - 高级技术解决方案(ATS)部门收入为8.14亿美元,同比下降5%,占总收入的33% [11][12] - CCS部门的毛利率为7.6%,较去年提高140个基点 [13] 各个市场数据和关键指标变化 - 企业市场收入增长38%,通信市场收入增长45% [12] - HPS(硬件平台解决方案)收入达到7.61亿美元,同比增长54% [12] - 对于2025年,预计通信市场将增长超过20%,而企业市场将出现低双位数的下降 [19][96] 公司战略和发展方向和行业竞争 - 公司战略围绕四个关键支柱:构建多元化的投资组合、增强能力、追求运营卓越和最大化股东回报 [27][28] - 公司在AI基础设施投资方面看到了长期机会,预计未来几年将继续增长 [33][34] - 公司计划在2025年实现10.4亿美元的收入,增长8% [66] 管理层对经营环境和未来前景的评论 - 管理层对未来前景持乐观态度,预计2025年将继续保持强劲的增长势头 [64][66] - 对于AI和机器学习的投资将推动数据中心硬件的需求 [33][48] - 管理层提到,尽管面临一些市场挑战,但整体业务表现强劲,预计将继续增长 [64][66] 其他重要信息 - 公司计划在2025年转变为美国国内发行人,财务报表将根据美国通用会计准则(U.S. GAAP)编制 [22] - 公司在第三季度回购了约220万股股票,总支出为1亿美元 [17] 问答环节所有提问和回答 问题: 关于Meta的新数据中心网络设计 - 管理层表示,客户在选择供应商时会考虑最佳解决方案和产品可用性,强调了公司在研发和技术提供方面的投资 [73][74] 问题: 关于后端网络的机会 - 管理层指出,未来以太网解决方案的需求将持续增长,尤其是在AI/ML系统中 [78][79] 问题: 关于Rock的战略关系 - 管理层提到,Rock的胜利是进入AI/ML计算领域的重要证明,未来将增加设计参与度 [82][83] 问题: 关于800G项目的进展 - 管理层表示,800G项目正在按计划推进,客户对这些产品的需求强劲 [87][89] 问题: 关于CCS业务的增长预期 - 管理层预计,通信业务将实现超过20%的增长,而企业业务将因技术转型而出现下降 [95][96] 问题: 关于定价压力 - 管理层认为,客户在选择供应商时会考虑定价、可用性和性能,强调了公司在创新方面的优势 [129][132]
Celestica (CLS) Q3 Earnings and Revenues Beat Estimates
ZACKS· 2024-10-24 06:56
Celestica (CLS) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.94 per share. This compares to earnings of $0.65 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.64%. A quarter ago, it was expected that this electronics manufacturing services company would post earnings of $0.82 per share when it actually produced earnings of $0.91, delivering a surprise of 10.98%.Over the last ...
Celestica(CLS) - 2024 Q3 - Earnings Call Presentation
2024-10-24 05:26
业绩总结 - 2024年第三季度总收入为25亿美元,同比增长22%[7] - 2024年第三季度非国际财务报告准则(Non-IFRS)调整后每股收益(EPS)为1.04美元,同比增长39美分[7] - 2024年第四季度预计收入在24.25亿美元至25.75亿美元之间,较2023年第四季度增长6.7%[21] - 2024年全年收入预期为96亿美元,较之前的94.5亿美元上调[24] - 2024年全年非国际财务报告准则(Non-IFRS)调整后的每股收益预期为3.85美元,较之前的3.62美元上调[24] 用户数据 - ATS(自动化测试服务)收入同比下降5%,占总收入的33%[10] - CCS(云计算服务)收入同比增长42%,占总收入的67%[10] - 2024年第一季度的HPS收入占总收入的30%,较2023年第三季度的24%上升6个百分点[52] - 2024年第一季度的ATS细分收入占总收入的33%,较2023年第三季度的42%下降9个百分点[52] 财务指标 - 非国际财务报告准则(Non-IFRS)运营利润率为6.7%,同比上升100个基点[7] - 第三季度的非国际财务报告准则(Non-IFRS)调整后毛利率为10.7%,同比上升0.9%[15] - 2024年第三季度资本支出为4600万美元,较2024年第二季度增加900万美元,较2023年第三季度增加1900万美元[20] - 2024年第三季度非国际财务报告准则(Non-IFRS)调整后自由现金流为1.23亿美元[19] - 2024年第一季度的每股收益(摊薄)预计为0.85美元,较2023年第四季度的0.70美元增长21.4%[42] 负面信息 - 运营收入占总收入的比例为5.5%,同比下降20个基点[8] - 2023年第四季度净收益为2.14亿美元,较2022年第四季度的2.44亿美元下降12.3%[42] - 2023年第四季度的总债务为7.50亿美元,较2023年第三季度的6.08亿美元有所增加[42] 未来展望 - 2024年第四季度非国际财务报告准则(Non-IFRS)调整后的每股收益(EPS)预计在0.99美元至1.09美元之间[21] - 2024年第一季度预计收入为22.09亿美元,较2023年第四季度的21.41亿美元增长3.2%[42] - 2024年第二季度将记录340万美元的租赁资产减值费用,涉及2024年6月开始的租赁[33] 其他新策略 - 公司认为非国际财务报告准则(non-IFRS)财务指标有助于投资者更一致地评估和比较运营结果[34] - 非国际财务报告准则(Non-IFRS)财务指标不具备国际财务报告准则规定的标准含义,可能与其他公司报告的类似指标不可比[35]
Celestica(CLS) - 2024 Q3 - Quarterly Report
2024-10-24 04:17
Exhibit 99.1 FOR IMMEDIATE RELEASE October 23, 2024 (All amounts in U.S. dollars. Per share information based on diluted shares outstanding unless otherwise noted.) CELESTICA ANNOUNCES THIRD QUARTER 2024 FINANCIAL RESULTS AND WILL HOST VIRTUAL INVESTOR MEETING Q3 2024 revenue and non-IFRS adjusted EPS* exceed the high end of guidance ranges; 2024 full-year outlook raised and 2025 outlook provided TORONTO, Canada - Celestica Inc. (TSX: CLS) (NYSE: CLS), a leader in design, manufacturing, hardware platform an ...
Celestica Announces Third Quarter 2024 Financial Results and Will Host Virtual Investor Meeting
GlobeNewswire News Room· 2024-10-24 04:15
(All amounts in U.S. dollars. Per share information based on diluted shares outstanding unless otherwise noted.) TORONTO, Oct. 23, 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 September 30, 2024 (Q3 2024)†. “We are pleased to have delivered very strong financial performance in Q3 2024, with revenue up 22% year-to ...
Celestica Pre-Q3 Earnings: Is CLS Stock a Portfolio Must-Have?
ZACKS· 2024-10-22 23:45
Celestica, Inc. (CLS) is scheduled to report third-quarter 2024 earnings on Oct. 23. For the third quarter, the Zacks Consensus Estimate for revenues is pegged at $2.41 billion, which implies growth of 18.01% from the year-ago quarter’s reported number. The Zacks Consensus Estimate for third-quarter earnings is pegged at 92 cents per share, suggesting a rise of 41.54% year over year. Earnings estimates for CLS have remained unchanged at $3.65 per share for 2024 and $3.99 per share for 2025 over the past 60 ...
Celestica: Riding The Wave Of Unstoppable AI Momentum
Seeking Alpha· 2024-10-20 22:00
文章核心观点 - 公司股价在4月份以来增长40% [1] - 作者有7年自主管理家庭投资组合的经验,对风险收益平衡有深入理解 [1] - 作者将以清晰精准的方式撰写文章,力求为各类投资者提供有价值的见解 [1] - 作者在科技股领域有独特视角,同时也涉猎其他行业,寻找市场中的潜在机会 [1] 公司概况 - 公司名称为Celestica (NYSE: CLS) (TSX: CLS:CA) [1] 行业概况 - 公司所处行业为电子制造服务行业 [1]