Professional
Added to YB: 2025-09-12
Pitch date: 2025-07-30
CLS [neutral]
Celestica Inc.
+21.84%
current return
Author Info
No bio for this author
Company Info
Celestica Inc., together with its subsidiaries, provides supply chain solutions in Asia, North America, and internationally.
Market Cap
CAD 28.1B
Pitch Price
CAD 287.87
Price Target
N/A
Dividend
N/A
Sector
Electronic Equipment, Instruments and Components
Category
growth
Carillon Scout Mid Cap Fund Portfolio Holding: Celestica Inc.
CLS (holding update): Contract manufacturer of data center hardware, aerospace/defense parts. Strong Q results driven by 400GB networking switch demand + ramping 800GB switches. White box solutions gaining share vs branded vendors due to lower costs & flexible designs. Expect estimate upgrades as new deals won & hyperscaler programs ramp faster than anticipated.
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