Celestica (CLS) Stock Price & Analysis
CLS Stock Chart & Stats
- Day’s Range
- $197.50 - $225.93
- 52-Week Range
- $197.50 - $474.03
- Previous Close
- $236.41
- Volume
- N/A
- Average Volume (3M)
- 2.93M
- Market Cap
- $29.70B
- Enterprise Value
- $58.56B
- Total Cash (Recent Filing)
- $3.96B
- Total Debt (Recent Filing)
- $818.80M
- Price to Earnings (P/E)
- 19.2
- Beta
- 2.45
- Next Earnings
- Jan 27, 2027 (Est.)
- EPS Estimate
- 3.51
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Revenue And Margin Expansion
Rapid revenue growth alongside materially higher EBIT and net margins indicates improving operating leverage and a stronger earnings base. If the company sustains its mix toward complex infrastructure programs, these gains can support continued profitability and reinvestment over the next several quarters.
Strong Networking Position And AI Demand
A leading position in high-speed networking gives Celestica scale, customer credibility, and exposure to expanding AI infrastructure demand. Its participation across 800G, 1.6T, and custom switching programs supports durable program opportunities as hyperscalers expand capacity and adopt newer architectures.
De-risked Balance Sheet
Substantial net cash and available liquidity provide financial flexibility to fund capacity expansion, engineering, and working capital without relying heavily on external financing. Low leverage also improves resilience if program ramps take longer or operating conditions become less favorable.
Bears Say
Weaker Cash Conversion
Free cash flow remains positive but is converting less of reported earnings than in prior years, indicating greater working-capital or reinvestment demands. Persistently weaker conversion could limit internally funded growth and make strong accounting profitability less representative of available cash.
Customer Concentration
A significant share of revenue comes from three customers, so changes in their purchasing plans, product roadmaps, or supplier allocation could materially affect results. Concentration may also increase negotiating pressure and make revenue growth less diversified across the broader customer base.
Rising Competitive Pressure
Growing competitor interest can pressure pricing, customer retention, and future program awards as the networking and AI infrastructure opportunity expands. Even with current scale advantages, customers may shift sourcing between suppliers, making market share and margin durability dependent on continued execution.
CLS FAQ
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Celestica Stock Smart Score
Company Description
Celestica
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 program, including design and supply chain, manufacturing, and after-market support, including IT asset disposition and asset management services. The company offers its products and services to original equipment manufacturers, and cloud-based and other service providers, including hyperscalers, and other companies in aerospace and defense, industrial, HealthTech, capital equipment, communications, and enterprise markets. The company has a strategic collaboration with Advanced Micro Devices, Inc. for the development of Helios, a rack-scale AI platform. The company was incorporated in 1994 and is headquartered in Toronto, Canada.
- Sector
- Technology
- Industry
- Hardware, Equipment & Parts
- CEO
- Robert Andrew Mionis
- Employees
- 23,803
- Website
- www.celestica.com
- Address
- 5140 Yonge Street, Toronto, ON, M2N 6L7, CA
Celestica (CLS) Earnings & Revenues
CLS Company Deck
CLS Earnings Call
Earnings Call SentimentPositive
The call was strongly positive, supported by record third-quarter revenue, operating margin, EPS, exceptional CCS and AI infrastructure growth, raised 2026 guidance, and a $40 billion 2027 revenue outlook. Management also described strong multi-year demand visibility, expanding customer programs, and a solid balance sheet. The principal negatives were lower adjusted gross margin, reduced 2026 free cash flow guidance, expected net cash use in 2027, elevated inventory and investment requirements, supply and infrastructure constraints, customer concentration, and increasing competition. Overall, the highlights significantly outweighed the lowlights.
View all CLS earnings summariesCLS Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 6 | 2 | 14 |
| Technical Analysis | 6 | 2 | 2 |
| Moving Averages | 0 | 0 | 12 |
