C

    Celestica Inc. (CLS)

    Official site

    TECHNOLOGY • ELECTRONIC COMPONENTS • NYSE

    $299.71
    +1.01 (+0.34%)

    Market Cap: $37.67B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    55%(22/40)
    Avg Surprise
    +1.32%
    Streak
    5 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$3.00
    Range$2.88 - $3.10
    15 analysts
    EPS RevisionsNo revisions (7d)
    15
    0
    30d
    EPS Estimate Drift
    90d ago$2.69-10.3%
    60d ago$2.69-10.3%
    30d ago$2.69-10.2%
    7d ago$3.00-0.0%
    Current$3.00
    Revenue Consensus
    $5.4B
    Range$5.4B - $5.6B
    14 analysts
    Dec 31, 2026
    EPS Consensus$3.85
    Range$3.03 - $4.20
    18 analysts
    Revenue Consensus
    $6.7B
    Range$6.6B - $7.0B
    15 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$3.85---
    Sep 26EST
    		-$3.00---
    Jun 26
    		$2.41$2.12+13.68%Beat+32.4%
    Mar 26
    		$2.16$2.08+3.85%Beat+191.9%
    Dec 25
    		$2.35$1.76+33.52%Beat+82.2%
    Sep 25
    		$2.28$1.38+65.22%Beat+196.1%
    Jun 25
    		$1.82$1.23+47.97%Beat+127.5%
    Mar 25
    		$0.74$1.12-33.93%Miss-3.9%
    Dec 24
    		$1.29$0.90+43.33%Beat+84.3%
    Sep 24
    		$0.77$0.94-18.09%Miss+14.9%
    Jun 24
    		$0.80$0.82-2.44%Miss+73.9%
    Mar 24
    		$0.77$0.75+2.67%Beat+285.0%
    Dec 23
    		$0.70$0.68+2.94%Beat+100.0%
    Sep 23
    		$0.67$0.60+11.67%Beat+81.1%
    Jun 23
    		$0.46$0.47-2.13%Miss+58.6%
    Mar 23
    		$0.20N/A-56.52%Miss+17.6%
    Dec 22
    		$0.35$0.54-35.19%Miss+34.6%
    Sep 22
    		$0.37$0.45-17.78%Miss+32.1%
    Jun 22
    		$0.29$0.42-30.95%Miss+38.1%
    Mar 22
    		$0.17N/A-51.43%Miss+112.5%
    Dec 21
    		$0.26$0.38-31.58%Miss+0.0%
    Sep 21
    		$0.28$0.32-12.50%Miss-12.5%
    Jun 21
    		$0.21$0.24-12.50%Miss-16.0%
    Mar 21
    		$0.08N/A-60.00%Miss-50.0%
    Dec 20
    		$0.26$0.25+4.00%Beat+44.4%
    Sep 20
    		$0.32$0.25+28.00%Beat+146.2%
    Jun 20
    		$0.25$0.15+66.67%Beat+108.3%
    Mar 20
    		$0.16$0.11+45.45%Beat+33.3%
    Dec 19
    		$0.18$0.15+20.00%Beat-37.9%
    Sep 19
    		$0.13$0.12+8.33%Beat-50.0%
    Jun 19
    		$0.12$0.12+0.00%Beat-58.6%
    Mar 19
    		$0.12$0.16-25.00%Miss-50.0%
    Dec 18
    		$0.29$0.31-6.45%Miss+7.4%
    Sep 18
    		$0.26$0.30-13.33%Miss-16.1%
    Jun 18
    		$0.29$0.28+3.57%Beat-9.4%
    Mar 18
    		$0.24$0.24+0.00%Beat-17.2%
    Dec 17
    		$0.27$0.30-10.00%Miss-34.1%
    Sep 17
    		$0.31$0.32-3.13%Miss-27.9%
    Jun 17
    		$0.32$0.32+0.00%Beat-
    Mar 17
    		$0.29$0.28+3.57%Beat-
    Dec 16
    		$0.41$0.32+28.13%Beat-
    Sep 16
    		$0.43$0.30+43.33%Beat-

    Key Metrics

    Valuation
    P/E Ratio32.58EV/EBITDA25.98x
    Price/FCF66.45xFCF Yield1.50%
    Profitability
    Profit Margin7.16%Operating Margin9.82%
    ROE52.70%ROIC35.46%
    Financial Health
    Debt/Equity0.33xInterest Coverage21.87x
    Current Ratio1.23xQuick Ratio0.68x
    Trading Statistics
    Beta1.52Avg Volume2.60M
    52-Week High$474.0252-Week Low$183.66

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$303.50
    SMA 20$319.44
    SMA 50$332.60
    SMA 200$328.34
    EMA 10$307.75
    EMA 20$315.41
    EMA 50$330.71
    EMA 200$316.24

    MACD

    Line: -9.90Signal: -9.03Hist: -0.87

    ADX

    ADX: 10.5+DI: 25.8-DI: 31.2

    Aroon & PSAR

    Aroon Up28.0
    Aroon Down80.0
    PSAR$325.99

    Bollinger Bands

    Upper Band$364.26
    Lower Band$274.62
    %B Position2806%(Upper)
    Band Width0.28

    RSI (14-Day)

    Neutral
    43.3

    Momentum Oscillators

    Stoch %K25.6
    Stoch %D28.8
    Williams %R-81.3
    ROC (10d)-12.0%
    Momentum-40.69
    CCI (20d)-79.6
    MFI (14d)48.1

    Volatility Measures

    ATR (14d)$19.78(6.6%)
    StdDev (20d)22.41
    Hist Vol82.6%(High)

    Volume Flow

    VWAP$299.40
    OBV124.4M
    AD Line85.7M
    CMF (20d)-0.105

    Volume Metrics

    Avg Vol (20d)2.6M
    Vol Ratio0.5x(Low)
    VWMA (20d)$321.69

    Pivot Points

    R3$327.76
    R2$321.88
    R1$310.29
    Pivot Point$304.41
    S1$292.82
    S2$286.94
    S3$275.35

    Advanced Oscillators

    TSI-10.62
    Ultimate Osc46.1
    KST-87.07

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$4.70B$4.05B$3.65B$3.19B$2.89B$2.65B$2.55B$2.50B$2.39B$2.21B$2.14B$2.04B
    Cost of Revenue$4.12B$3.61B$3.22B$2.78B$2.52B$2.37B$2.25B$2.24B$2.14B$1.99B$1.92B$1.84B
    Gross Profit$577.50M$437.20M$433.10M$416.10M$371.00M$273.90M$297.20M$260.60M$253.80M$222.10M$223.20M$206.70M
    Operating Expenses$119.20M$165.10M$118.70M$91.10M$98.50M$145.10M$94.60M$122.60M$120.90M$96.30M$104.60M$89.30M
    R&D$46.30M$41.20M$30.20M$36.40M$34.00M$17.60M$23.40M$18.70M$19.40M$16.50M$17.60M$16.90M
    SG&A$58.10M$117.40M$70.10M$38.40M$38.90M$112.50M$57.60M$91.80M$79.30M$64.80M$75.70M$56.90M
    Operating Income$458.30M$272.10M$314.40M$325.00M$272.50M$128.80M$202.60M$138.00M$132.90M$125.80M$118.60M$117.40M
    Interest Income$3.80M$0$0$0$900,000$0$0$0$0$0$0$18.30M
    Interest Expense$21.20M$16.00M$12.60M$12.80M$14.40M$13.70M$11.90M$11.20M$15.00M$14.00M$14.50M$18.60M
    Income Before Tax$441.60M$256.30M$301.30M$310.90M$257.30M$113.70M$189.50M$124.00M$113.50M$105.20M$104.10M$99.10M
    Income Tax Expense$72.80M$44.00M$33.80M$43.10M$46.30M$27.50M$37.80M$34.50M$18.50M$13.40M$19.90M$18.90M
    Net Income$368.80M$212.30M$267.50M$267.80M$211.00M$86.20M$151.70M$89.50M$95.00M$91.80M$84.20M$80.20M
    EBITDA$503.00M$311.90M$366.60M$364.00M$316.10M$164.80M$241.40M$174.50M$165.40M$154.90M$161.90M$157.10M
    EBIT$459.00M$272.30M$313.90M$323.70M$270.80M$127.40M$201.40M$135.20M$128.50M$119.20M$118.60M$117.70M
    * Some calculated fields are derived from available data when not provided by source

    Related GNG Research

    Celestica is The Foundry the AI World Forgot to Hype

    Celestica is the manufacturing foundry for cloud and AI hardware, converting hyperscaler orders into server platforms and networking blades, driving a 379% share price gain in 12 months without hype HPS momentum is the growth engine - Q4 2025 HPS revenue +72%, full-year 2025 revenue $12.39B, management raised 2026 guidance to ~ $17B, implying ~37% YoY growth on a large base Forensic financial strength - trailing ROIC 29.1%, ROE 40.5%, 3‑yr EPS CAGR 40.8%, FCF/share $3.96, Altman Z 8.09, Beneish M -2.19, eight consecutive EPS beats, avg beat last 4 quarters 23.7% Valuation is priced for execution - stock $396 vs blended fair value ~$393 and 12‑month PT $410, forward P/E 42.6x with 5‑yr EPS consensus ~44.9%, Monte Carlo median $406 Key risks and action - April 27 Q1 print is binary, mere reiteration can trigger 10‑point multiple compression wiping $70-$90 intraday; hyperscaler capex cuts and HPS concentration are primary downside catalysts

    Unknown Author
    •
    4/20/26
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    News

    Celestica Inc. (CLS:CA) UBS Upgrades Rating and Valuation Forecast

    UBS Securities has upgraded Celestica Inc. (CLS:CA) to a "Buy" rating from "Neutral" and increased its price target, citing the company's strong position in the AI infrastructure market. Celestica's recent financial performance, including significant revenue and EPS growth, supports this bullish outlook, despite potential risks related to high expectations and execution. The company is poised to benefit from the ongoing expansion of AI data centers and increased capital spending in the sector.

    The Globe and Mail•8/24/26•
    Bullish

    Many AI Stocks Are Burning Cash: Canada's Celestica Is Printing Real Earnings

    The article highlights Celestica (CLS) as a profitable exception among AI-related companies, many of which are currently burning through cash. Celestica, a Canadian-based company, is recognized for its significant role in the AI supply chain, particularly in manufacturing components for NVIDIA. The company's strong earnings and growth prospects, driven by demand for its rack integration services, make it an attractive investment in the AI sector.

    Moomoo•8/24/26•
    Bullish

    Celestica Poised for Accelerated AI-Driven Growth in 2027, UBS Says

    UBS analysts have identified Celestica as a company poised for significant AI-driven growth starting in 2027, projecting a substantial increase in its AI-related revenue. The firm expects Celestica's AI business to ramp up considerably, making it a key beneficiary of the growing demand for AI infrastructure.

    Moomoo•8/24/26•
    Bullish

    CLS Looks 99.8% Overvalued on GF Value™

    Celestica Inc (CLS) has been upgraded to "Buy" by UBS due to strong AI-related demand, yet GuruFocus's GF Value™ model suggests it is 99.8% overvalued at its current price of $296.55 versus an intrinsic value of $148.41. Despite a high GF Score™ of 84/100, indicating robust financial health and growth, the significant overvaluation, elevated P/E ratio, and substantial insider selling suggest caution for investors.

    GuruFocus•8/24/26•
    Somewhat-Bearish

    UBS Upgrades Celestica to Buy From Neutral, Adjusts Price Target to CA$591.92 From CA$575.08

    UBS has upgraded Celestica's rating from Neutral to Buy, indicating a more positive outlook for the company's stock. Alongside the upgrade, the firm also increased its price target for Celestica to CA$591.92 from the previous CA$575.08. This adjustment suggests an expectation of greater share price appreciation for Celestica.

    Moomoo•8/24/26•
    Bullish

    Frequently Asked Questions About CLS

    Does CLS pay dividends?
    Celestica Inc. (CLS) does not currently pay a regular dividend.
    What is CLS's P/E ratio?
    Celestica Inc. has a price-to-earnings (P/E) ratio of 32.58.
    What is CLS's market cap?
    Celestica Inc. (CLS) has a market capitalization of $37.67B with a current stock price of $299.71.

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