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NYSE · Canada · Electronic Components

CLS Celestica

Hyperscaler networking and compute EMS

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$270.0
+3.86% today
1W
−10.1%
1M
−26.1%
3M
−22.9%
YTD
−8.7%
1Y
−9.0%
Off 52w high
−42.8%
Next earnings (est.): 2026-10-26
Market cap$32.79B
P/E (trailing)27.0Forward 13.2
EV / sales2.0×EV/EBITDA 20.1×
Revenue (TTM)$15.59BGrowth 62.4% y/y
Margins11.9%gross · op 9.8%
Free cash flow$729MCash $537M · debt $981M
Analyst target$473.9+75.5% upside · 18 analysts · strong buy
Riskβ 1.32Short 3.5% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

CLS · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-27EarningsBeat / raise

    Reported EPS 2.54 vs 2.31 expected (+10.0% surprise).

  2. 7
    2026-04-27EarningsBeat / raise

    Reported EPS 2.16 vs 2.07 expected (+4.4% surprise).

  3. 6
    2026-01-28EarningsBeat / raise

    Reported EPS 1.89 vs 1.76 expected (+7.3% surprise).

  4. 5
    2025-10-27EarningsBeat / raise

    Reported EPS 1.58 vs 1.49 expected (+6.0% surprise).

  5. 4
    2025-07-28EarningsBeat / raise

    Reported EPS 1.39 vs 1.23 expected (+12.7% surprise).

  6. 3
    2025-04-24EarningsBeat / raise

    Reported EPS 1.2 vs 1.12 expected (+7.6% surprise).

  7. 2
    2025-01-29EarningsBeat / raise

    Reported EPS 1.11 vs 1.06 expected (+5.1% surprise).

  8. 1
    2024-10-23EarningsBeat / raise

    Reported EPS 1.04 vs 0.94 expected (+11.1% surprise).

Alternative data that moves CLS

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-272.312.54+10.0%
2026-04-272.072.16+4.4%
2026-01-281.761.89+7.3%
2025-10-271.491.58+6.0%
2025-07-281.231.39+12.7%
2025-04-241.121.2+7.6%
2025-01-291.061.11+5.1%
2024-10-230.941.04+11.1%
2024-07-240.820.91+11.6%
2024-04-240.750.86+15.4%
2024-01-290.680.76+12.3%
2023-10-250.60.65+8.6%
2023-07-260.470.55+15.9%
2023-04-260.460.47+3.3%
2023-01-250.540.56+4.0%
2022-10-240.450.52+16.6%
2022-07-250.420.44+4.4%
2022-04-270.350.39+12.9%
2022-01-260.380.44+17.3%
2021-10-250.320.35+8.1%
2021-07-260.240.3+22.7%
2021-04-280.20.22+8.1%
2021-01-260.250.26+5.8%
2020-10-280.250.32+28.7%

About Celestica

Website ↗

Celestica Inc., together with its subsidiaries, provides supply chain solutions in Asia, North America, and internationally. It operates through two segments, Advanced Technology Solutions, and Connectivity and Cloud Solutions. The company offers a range of product manufacturing and related supply chain services, including design and development, new product introduction, engineering services, component sourcing, electronics manufacturing and assembly, testing, mechanical assembly, systems integration, precision machining, logistics, asset management, product licensing, and after-market repair and return services. It also provides hardware platform solutions, which includes development of infrastructure platforms, and hardware and software design solutions and services, including open-source software that can be used as-is or customized for specific applications; and management of progra…

23,803 employees · Toronto, Canada

Rack-scale systems are integrated by a few Taiwanese ODMs. Execution and liquid-cooling readiness matter more than raw capacity.

Board→Tray→Rack→Cluster

What would prove us wrong. Strengthens if rack-scale integration slips and becomes the reason accelerators sit in warehouses.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
2317.TW
Hon Hai (Foxconn)
Largest AI rack integrator NT$245.00.00%−2.0%+9.5%
2382.TW
Quanta Computer
Hyperscaler server ODM NT$322.00.00%−6.5%+23.4%
3231.TW
Wistron
GPU baseboard and server ODM NT$190.00.00%+1.9%+30.9%
DELL
Dell Technologies
AI servers for enterprise and neoclouds $474.8+4.03%−15.5%+281.2%
SMCI
Super Micro Computer
Rack-scale AI servers and liquid cooling $32.940.00%−23.9%+12.5%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.