天弘(CLS)
搜索文档
Celestica(CLS) - 2024 Q2 - Earnings Call Presentation
2024-07-25 19:33
财务表现 - 2024年第二季度,Celestica的营收为23亿美元,较去年同期增长11%[9] - 非IFRS调整后的营业利润率为6.3%,较去年同期提高80个基点[10] - 非IFRS调整后的每股收益为0.91美元,较去年同期增加36美分[10] - ATS部门营收占比下降至23%,CCS部门占比上升至77%[20] - CCS部门营收较去年同期增长51%[9] - ATS部门利润较去年同期下降至35.3百万美元,CCS部门利润较去年同期增长至116.5百万美元[25] - CCS部门利润率较去年同期提高至7.2%[26] - Celestica在2024年第二季度实现营收为2.392亿美元,较去年同期增长453百万美元[27] - 非IFRS调整后的ROIC为26.7%,较去年同期增加6.7%[27] - Q3 2024营收预期为23.25亿美元至24.75亿美元,较去年同期增长6.3%[42] - Q3 2024非IFRS调整后税率估计约为20%[44] - 2024年度营收预期为94.5亿美元,较之前的预期为91亿美元增长[48] 财务指标调整 - 管理层在计算非IFRS财务指标时排除了员工SBC费用、TRS FVAs、无形资产摊销和其他费用(收入)等项目[1] - 员工SBC费用被排除是因为授予员工的股票期权、限制性股票单位和绩效股票单位的估计公允价值在数量和公允价值上在季度间变化很大[2] - TRS FVAs代表对我们TRS的按市场价值调整,排除这些非现金公允价值调整是为了更好地比较我们的核心运营结果与竞争对手的情况[3] - 非IFRS调整净收益和调整每股收益排除了无形资产摊销、其他费用(收入)、再融资费用(收益)和TRS FVAs等项目[4] 财务表现指标 - 公司第二季度2024年的非IFRS调整自由现金流为12.9亿美元[89] - 公司第二季度2024年的非IFRS调整ROIC为20%[95] - 公司第二季度2024年的非IFRS调整税前利润为27.9亿美元[98]
Celestica (CLS) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2024-07-25 08:05
Celestica (CLS) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.55 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.98%. A quarter ago, it was expected that this electronics manufacturing services company would post earnings of $0.72 per share when it actually produced earnings of $0.86, delivering a surprise of 19.44%.Over the last ...
Celestica(CLS) - 2024 Q2 - Quarterly Report
2024-07-25 06:36
Exhibit 99.1 FOR IMMEDIATE RELEASE July 24, 2024 (All amounts in U.S. dollars. Per share information based on diluted shares outstanding unless otherwise noted.) CELESTICA ANNOUNCES SECOND QUARTER 2024 FINANCIAL RESULTS Q2 2024 revenue and non-IFRS adjusted EPS* exceed 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, ...
Celestica Announces Second Quarter 2024 Financial Results
Newsfilter· 2024-07-25 05:48
(All amounts in U.S. dollars. Per share information based on diluted shares outstanding unless otherwise noted.) TORONTO, July 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 June 30, 2024 (Q2 2024)†. "We are pleased to deliver another quarter of very strong performance in Q2 2024, with revenue up 23% year-to-year ...
Celestica (CLS) is an Incredible Growth Stock: 3 Reasons Why
ZACKS· 2024-07-25 01:45
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks ...
Is Celestica (CLS) Stock Outpacing Its Computer and Technology Peers This Year?
ZACKS· 2024-07-24 22:46
The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Celestica (CLS) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Celestica is one of 617 companies in the Computer and Tec ...
Despite Fast-paced Momentum, Celestica (CLS) Is Still a Bargain Stock
ZACKS· 2024-07-24 21:51
Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth po ...
Celestica Stock Has Only Become Cheaper -- 'Buy' Before Earnings Release
Seeking Alpha· 2024-07-23 21:29
Pixelimage My Thesis Update I initiated coverage of Celestica Inc. (NYSE:CLS) stock in mid-March 2024 with a “Buy” rating, calling it “the ultimate AI pick at a reasonable price, unlike many other stocks in this space.” At the time, I assumed that due to its track record of shareholder returns through buybacks and a possible 40% undervaluation, the stock should continue to experience an upward trend, at least in the medium term. I believe my thesis aged quite well since then so far, with CLS expanding b ...
3 Disruptive Tech Stocks to Buy for a Market Rebound
Investor Place· 2024-07-20 19:43
Amidst market uncertainties, investing in companies at the edge of technological innovation offers a strategic advantage. These investments can provide game-changing returns during a market rebound. Here, the focus is on three companies with stability and growth in their respective niches.The first company has solidified its market presence with impressive revenue gains in the retail and merchandise sectors. A recent legal victory enhancing financial stability further bolsters its fundamental solidity. On t ...
Is Celestica (CLS) Stock a Smart Buy Ahead of Q2 Earnings?
ZACKS· 2024-07-19 23:15
Celestica, Inc. (CLS) is scheduled to report second-quarter 2024 earnings on Jul 24. For the second quarter, the Zacks Consensus Estimate for revenues is pegged at $2.25 billion, which implies growth of 15.78% from the year-ago quarter’s reported number. The Zacks Consensus Estimate for second-quarter earnings is pegged at 81 cents per share, suggesting a rise of 47.27% year over year. Earnings estimates for CLS have improved to $3.32 per share from $2.91 per share for 2024 and to $3.64 per share from $3.25 ...