Added to YB: 2026-08-06
Pitch date: 2026-08-04
CLS [neutral]
Celestica Inc.
-2.07%
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 42.8B
Pitch Price
CAD 519.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.86
P/E
38.69
EV/Sales
2.77
Sector
Electronic Equipment, Instruments and Components
Category
growth
Weekly #15: Most Interesting D-Sheets from the Past Week (Jul 28 – Aug 2, 2026) - Celestica Inc.
CLS (update): EMS partner for hyperscaler AI infra. Q2 rev $4.70B, rev +62%, adj EPS +83%. FY26 guide raised to $20.5B rev, $11.30 EPS; 2027 growth >65%. Demand exceeds guidance, orders locked 12-18mo out. On all AMD Helios programs (unnamed). OpenAI consigned silicon understates economics. Risks: customer concentration, inventory build, heavy capex leaves only ~$600M FCF. ~$35.1B cap.
Read full article (1 min)