Hollsteen

Celestica · customer concentration

Celestica’s biggest customers

Who are Celestica’s biggest customers?

Customer One: 32% of FY2025 revenue

Customer One (not named in filing)32%Customer Two (not named in filing)14%Customer Three (not named in filing)12%10% disclosure line

The filing does not name this customer. Hollsteen never guesses names.

“In the aggregate, our top 10 customers represented 79% of total revenue for 2025, 73% for 2024 and 64% for 2023.”

Celestica 10-K, verbatim · 10-K · filed Feb 27, 2026

Is Celestica getting more dependent on one customer?

Largest disclosed customer, by fiscal year

11%FY202222%FY202328%FY202432%FY2025

Which customers does the filing name?

“Our CCS segment customers include Amazon Fulfillment Services, Inc., Meta Platforms, Inc., Google Inc., Ciena Corporation, Dell Technologies, Hewlett-Packard Enterprise, and IBM Corporation, Inc.”

10-K · filed Feb 27, 2026

“Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc.”

10-K · filed Feb 27, 2026

All Celestica facts from SEC filings · Customer concentration of all companies