
David Novak
279 posts

David Novak
@docnovak
Take what you can use, and let the rest go by. -Ken Kesey






We haven’t even gotten to the Big Dance yet and it feels like this program, at least from a majority of the fanbase’s perspective, is firmly at a crossroads again. Standards have dropped, expectations aren’t being met, etc. People are frustrated, and a lot have been for a while.







$CLS 🚨 CELESTICA $CLS JUST DROPPED Q4 + FY25 EARNINGS 🚨 • Q4 Revenue: $3.65B (+44% YoY) • Q4 Adj EPS: $1.89 (beat vs $1.65 ~ $1.81 guide) • FY25 Revenue: $12.39B (+28% YoY) • FY25 Adj EPS: $6.05 (+56% YoY) 📌 2026 Outlook Raised • FY26 Revenue: $17B (prev $16B) • FY26 Adj EPS: $8.75 (prev $8.20) • CapEx: $1B planned Clean beats across Q4 + FY25 and a full guidance raise. Strong print.

























