Added to YB: 2026-07-28
Pitch date: 2026-07-25
CLS [bullish]
Celestica Inc.
+3.33%
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 35.1B
Pitch Price
CAD 435.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.99
P/E
36.98
EV/Sales
2.59
Sector
Electronic Equipment, Instruments and Components
Category
growth
Buy CLS
CLS (added to position): Bumped position 14% at $315.50 to ~12.5% weight. Down 30% from June highs, digesting valuation since Oct despite superior results vs Flex/Jabil/Arista/Ciena. 45x trailing, 17.5x FY27E EPS ~$18. Google strong CapEx signals 2Q beat. FY27 estimates too low; may hit FY28 a year early. Reports Monday PM.
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