公司投资评级 - 报告未明确提及具体的投资评级 [缺失] 报告的核心观点 - 天弘科技FY24Q2业绩显著增长，主要得益于通信终端市场的强劲需求，特别是CCS部门的收入大幅提升 [3] 根据相关目录分别进行总结 总体营收情况 - 24Q2公司实现营收23.92亿美元，同比增长23%，毛利润2.56亿美元，同比增长39%，净利润1.00亿美元，同比增长79% [3] 股票回购情况 - 24Q2公司以1000万美元回购约20万股股票，全年将持续择机回购 [3] 营收按业务划分 - ATS部门收入7.7亿美元，同比下降11%，CCS部门收入16.2亿美元，同比增长51%，其中通信终端市场收入同比增长64% [3] 2024Q3公司业绩指引 - 公司预计第三季度收入在23.25亿至24.75亿美元之间，调整后每股收益预计在0.86至0.96美元之间 [3] 电话会议内容翻译 - CCS部门收入同比增长51%，主要得益于企业和通信终端市场的强劲增长，通信终端市场收入同比增长64% [17] - ATS部门利润率同比下降20个基点，CCS部门利润率同比增长120个基点 [18] - 公司预计第三季度ATS部门收入将小幅下滑，CCS部门收入将同比增长30%左右 [28] - 公司对2024年下半年整体展望乐观，预计全年收入94.5亿美元，调整后每股收益3.62美元 [29]

财务数据和关键指标变化 - 第二季度收入为23.9亿美元,超出了指导范围的高端,同比增长23% [12] - 第二季度非IFRS经营利润率为6.3%,同比提升80个基点 [19] - 第二季度调整后每股收益为0.91美元,超出了指导范围的高端,同比增长0.36美元 [20] - 第二季度调整后有效税率为20%,符合指导 [21] 各条业务线数据和关键指标变化 - ATS业务线第二季度收入为7.68亿美元,同比下降11%,略超预期的高个位数百分比下降 [22] - CCS业务线第二季度收入为16.2亿美元,同比增长51%,驱动了整体收入的强劲增长 [23] - ATS业务线第二季度利润率为4.6%,同比下降20个基点 [25] - CCS业务线第二季度利润率为7.2%,同比提升120个基点 [25] 各个市场数据和关键指标变化 - 企业市场第二季度收入同比增长37%,超出预期的低20%增长 [23] - 通信市场第二季度收入同比增长64%,好于预期的中40%增长 [23] - HPS收入第二季度为6.86亿美元,占总收入的29%,同比增长94% [23][24] 公司战略和发展方向及行业竞争 - 公司正在扩大在马来西亚和泰国的产能,以满足不断增长的需求 [48][50] - 公司看好AI/ML计算和网络产品的长期增长前景,正在加大在这些领域的投资 [53][56][94] - 公司认为在定制芯片服务器等高附加值领域有较大的发展空间 [99][100] 管理层对经营环境和未来前景的评论 - 管理层对公司在2024年下半年和2025年的发展前景持乐观态度 [38][39][40][41][42][44] - 管理层认为公司有能力快速应对可能出现的贸易限制政策变化 [97] 其他重要信息 - 公司在第二季度回购了约20万股,全年累计回购约70万股 [32] - 公司在第二季度增加和扩大了信贷额度,为未来发展提供了充足的流动性 [31] 问答环节重要的提问和回答 问题1 **Thanos Moschopoulos 提问** 询问公司产能扩张的进度和计划 [47][49][50][51] **Rob Mionis 和 Mandeep Chawla 回答** 公司在马来西亚和泰国的产能扩张项目进展顺利,可以满足未来的需求增长 [48][50][51] 问题2 **Matthew Sheerin 提问** 询问公司通信业务中400G和800G交换机产品的市场前景 [55][56] **Rob Mionis 回答** 400G交换机需求将持续到2025年,800G交换机将在今年底和2025年开始大规模增长 [56] 问题3 **Daniel Chan 提问** 询问公司下一代AI计算服务器的毛利率情况 [71][72][73] **Rob Mionis 和 Mandeep Chawla 回答** 下一代AI计算服务器从EMS转向HPS模式后,毛利率将有所提升 [72][73][91][92]

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]

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%. Celestica, which belongs to the Zacks Electronics - Manufacturing Services industry, posted revenues of $2.39 billion for the quarter ended June 2024, surpassing the Zacks Consensus Estimate by 6.33%. This compares to year-ago revenues of $1.94 b ...

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, ...

(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% yearto-year ...

However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects, makes it pretty easy to find cuttingedge growth stocks. While there are numerous reasons why the stock of this electronics manufacturing services company is a great growth pick right now, we have highlighted three of the most important factors below: While the historical EPS growth rate for Celestica is 36.9%, investors should actua ...

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. The Zacks Rank is a successful stock-picking model that ...

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 potential fails to justify their swelled-up valuation. In that phase, investors find themselves invested in shares that have limited to no upside or even a downside. So, betting on a stock just by looking at the traditional momentum parameters could be risky at times. Celestica (CLS) is one of the several great candidates that made it through ...

Pixelimage CLS 24 97% Oakoff Investments [J] Sam $6.700 PE (FWD) My Thesis Update Canada Mar. 19, 2024 2:14 AM ET | Celestica Inc. (CLS) Stock, CLS:CA Stock Summary The company's strong financial performance includes increased revenue, improved operating profit margins, and successful Q4 results. I believe the CLS stock should trade 40% higher than today by the end of 2025, assuming the potential for revenue growth from the hyperscaler market continues and historically high margins are maintained. Seeking A ...