Celestica: When Engineering Becomes The Moat [Seeking Alpha]
Celestica, Inc. (CLS)
Last celestica, inc. earnings: 4/29 07:00 am
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US:NYSE Investor Relations:
corporate.celestica.com/events-and-presentations
Company Research
Source: Seeking Alpha
The Connectivity and Cloud Solutions segment is expected to grow roughly 40% in 2026 and continue strong expansion into 2027. Celestica commands approximately 41% share in high-bandwidth Ethernet platforms and over 50% share in hyperscaler custom designs. Revenue is projected to scale from about $12 billion in 2025 to over $21 billion by 2027, compressing valuation multiples. CLS trades at premium valuations, with a 51x forward non-GAAP P/E and elevated EV/EBITDA, leaving little room for execution errors. gremlin/E+ via Getty Images Investment Thesis Celestica Inc. ( CLS ) is not a low-margin contract assembler anymore but is instead a highly embedded engineering partner for the hyperscalers who develop AI data centers. This leadership position in high-bandwidth networking, fast time-to-production, and This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate
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CLS
News
- 3 Canadian Stocks to Buy and Hold in January 2026 [Yahoo! Finance Canada]Yahoo! Finance Canada
- Celestica: Execution Risks Loom As AI Optimism Gets Stress Tested [Seeking Alpha]Seeking Alpha
- Celestica: How It Escaped The Low-Margin Trap [Seeking Alpha]Seeking Alpha
- The Best Canadian AI Stocks to Buy for 2026 [Yahoo! Finance Canada]Yahoo! Finance Canada
- CLS vs. GLW: Which Tech Hardware Stock is the Better Buy Now? [Yahoo! Finance]Yahoo! Finance
CLS
Earnings
- 10/27/25 - Beat
CLS
Sec Filings
- 1/5/26 - Form 4
- 1/5/26 - Form 4
- 1/5/26 - Form 4
- CLS's page on the SEC website