Added to YB: 2026-05-01
Pitch date: 2026-04-29
CLS [neutral]
Celestica Inc.
+3.66%
current return
Author Info
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Company Info
Celestica Inc., together with its subsidiaries, provides supply chain solutions in Asia, North America, and internationally.
Market Cap
CAD 43.3B
Pitch Price
CAD 538.00
Price Target
575.00 (+3%)
Dividend
N/A
EV/EBITDA
30.72
P/E
45.59
EV/Sales
3.18
Sector
Electronic Equipment, Instruments and Components
Category
growth
Celestica (CLS) Q1 2026: Déjà Vu. Beat, Raise, Drop
CLS (earnings): Q1 beat w/ adj EPS $2.16 vs $1.95-$2.15 guide, rev $4.05B (+53% YoY); 2026 raised to $19B rev/$10.15 EPS from $17B/$8.75 (8.1% op margin). 2027 floor $25.5B (+35% growth). HPS now 42% of rev (+63% YoY). Won 1st CPO 1.6T switch, 10 active networking programs. Stock -17% post-earnings despite beat/raise. Risks: customer concentration 65% (top 3), supply constraints, capex $1.5B in 2027 compresses FCF. $575 PT maintained.
Read full article (12 min)