Celestica Inc. provides hardware platforms and supply chain solutions in North America, Europe, and Asia. The company is headquartered in Toronto, Canada.
| Revenue (TTM) | $15.59B |
| Gross Profit (TTM) | $1.86B |
| EBITDA | $1.55B |
| Operating Margin | 9.82% |
| Return on Equity | 52.70% |
| Return on Assets | 10.70% |
| Revenue/Share (TTM) | $135.54 |
| Book Value | $21.57 |
| Price-to-Book | 17.44 |
| Price-to-Sales (TTM) | 2.58 |
| EV/Revenue | 2.37 |
| EV/EBITDA | 23.86 |
| Quarterly Earnings Growth (YoY) | 74.20% |
| Quarterly Revenue Growth (YoY) | 62.40% |
| Shares Outstanding | $114.97M |
| Float | $113.81M |
| % Insiders | 1.11% |
| % Institutions | 72.62% |
Volatility is currently expanding
CLS raises 2026 outlook as AI infrastructure demand, networking programs and stronger customer visibility fuel expectations for faster 2027 growth and margin gains.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Celestica (CLS) delivered strong Q2 results on Monday, with 62% year-over-year revenue growth and a significant beat on both top and bottom lines. CLS raised its FY revenue outlook by $1.5B to $20.5B, reflecting sustained hyperscaler CapEx and surging AI infrastructure demand. I reaffirm my 'Strong Buy' rating on CLS, citing robust positioning in data center hardware and potential for valuation expansion.
Revenue surged 62% to $4.70 billion while adjusted EPS jumped 83%, prompting management to raise FY2026 guidance for the second consecutive quarter. Connectivity & Cloud Solutions revenue climbed 84% to $3.81 billion, highlighting Celestica's growing exposure to hyperscaler AI networking and rack-scale infrastructure. Management expects 2027 growth to accelerate, supported by approximately $1.5 billion of planned capex and expanding 800G, 1.6T and AI compute deployments.
Celestica tops Q2 estimates as booming cloud connectivity demand fuels record margins, prompting Celestica to lift its 2026 outlook and project faster growth in 2027.
Dell, Life Time, Celestica and Casey's combine strong interest coverage with solid growth estimates and sharp stock gains entering H2 2026.
Celestica NYSE: CLS reported second-quarter 2026 revenue and adjusted earnings per share above the high end of its guidance, supported by demand for AI infrastructure and networking programs. The company also raised its full-year outlook and said it expects revenue growth to accelerate in 2027.
Celestica (CLS) is now a differentiated AI infrastructure supplier, displaying sector-leading revenue growth and operating margin expansion. Q2 delivered a 62% YoY revenue beat, record 8.2% adjusted operating margin, and a third consecutive upward guidance revision for FY26. Management guides for 2027 revenue and EPS growth to accelerate beyond 2026's 65% pace, driven by hyperscaler demand and CCS margin expansion.
Celestica delivered a strong Q2, beating EPS and revenue estimates, and raised full-year guidance across revenue, EPS, margin, and free cash flow. CLS's Connectivity & Cloud Solutions segment drove 84% YoY growth, with mass production for hyperscaler customers expected in 2026, fueling AI-related upside. Management now forecasts 2027 revenue growth to accelerate beyond 65%, outpacing consensus and signaling robust forward demand visibility.
Q2 2026 revenue and adjusted EPS* above the high end of our guidance ranges; Raising 2026 annual outlook and expecting growth to accelerate in 2027
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