The TSX30 not too long ago got here out, and there have been some wonderful winners on the market. However a few of them actually hit the market operating at a sooner clip than others. But the highest three TSX shares that soared within the final yr weren’t actually the most important headline grabbers. So let’s take a look at what made these TSX shares tick, and if the three nonetheless belong in your portfolio.

CLS

First up there’s Celestica (TSX:CLS), an enormous winner with publicity to hyperscalers, cloud, communications and synthetic intelligence (AI) {hardware}. And this energy was seen throughout its second quarter, with income rising 21% yr over yr and adjusted earnings per share (EPS) up 54%. Moreover, it hit a brand new excessive with its adjusted working margin at 7.4%.

This all led to administration elevating its 2025 steering to US$11.6 billion in income and adjusted EPS to $5.50 – all whereas repurchasing $40 million in shares. Now all this energy comes with a price, because the TSX inventory trades at about 51 instances earnings. Plus, shares are up over 340% within the final yr alone.

Even so, should you’re in search of much more development from synthetic intelligence (AI)-related merchandise, Celestica is the one for you. Storage and server demand is at its peak, and that leaves the TSX inventory in a chief place. That makes this TSX inventory good for the expansion investor with publicity to AI and cloud {hardware}.

ATZ

One other robust winner this final yr has been Aritzia (TSX:ATZ). Aritzia inventory is a retail firm that has completely exploded due to its publicity to america over the previous few years. This was seen but once more throughout its newest quarter, with robust same-store and ecommerce demand, exhibiting the U.S. enlargement is paying off.

The primary quarter introduced in $663.3 million in web income, up 33% yr over yr, with U.S. income up 45%. Moreover, adjusted earnings per share (EPS) almost doubled, all whereas its money steadiness improved. And as with CLS, administration elevated its steering to the upper finish of full-year income targets.

ATZ has confirmed its place as an on a regular basis luxurious model, and the U.S. has purchased proper into it. Due to its digital and retail omni-channel momentum, it doesn’t look as if development will decelerate any time quickly. So once more, this can be a good TSX inventory for buyers looking for development and believing there’s nonetheless a robust U.S. runway.

LUG

Now the ultimate choice, and one which’s piggy backed proper together with the rise within the worth of gold. Lundin Gold (TSX:LUG) has high-grade publicity to gold and demonstrated excellent execution throughout earnings. Second quarter income hit US$452.9 million, with web revenue at US$196.7 million. Free money circulate rose to US$235.7 million, all whereas the realized gold worth got here in at US $3,361 per ounce.

Now the corporate is flush with money, and no long-term debt! And it doesn’t look as if the gold producer goes to sit down round doing nothing. As an alternative, it elevated its steering to between 490,000 and 525,000 ounces of gold for 2025. An extremely spectacular feat, all whereas seeing shares rise nearly 200% within the final yr alone!

In fact the worth of gold will be risky, and that’s the important thing right here. Nonetheless, LUG has a clear steadiness sheet to point out that it might probably take alternatives as they come up, akin to now, and nonetheless do nicely after the worth of gold maybe evens out. This makes it engaging as a core producer maintain for buyers wanting in on the worth of gold.

Backside line

All three of those TSX shares are stable investments. Whether or not you’re development from AI, U.S. publicity to retail, or the worth of gold, the important thing right here is one factor: development. And that key doesn’t appear to be altering any time quickly.