Celestica: Why The $1B CAPEX Surge Is A Buy Signal, Not A Red Flag [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
Traditional P/E multiples have become irrelevant in 2026 due to the company's massive $1 billion CAPEX investment cycle, which temporarily masks true earnings power. When valued on an EV/Sales basis (1.90x), CLS trades at a significant discount to the "AI infrastructure basket", implying a total return potential of over 100%. I recommend a 'Buy' rating for CLS, underpinned by AI supercycle tailwinds and improving margins. Oselote/iStock via Getty Images Investment thesis For more than a decade, Celestica Inc. ( CLS ) had been perceived by investors as a low-margin manufacturing business in the electronics manufacturing services (EMS) segment with limited growth potential. But by 2026, things had totally changed, and the company had a solid This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of CLS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions.
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CLS
News
- Celestica: I Was Wrong, Upgrading On Strong Support [Seeking Alpha]Seeking Alpha
- Celestica's Next Move Is Scale [Seeking Alpha]Seeking Alpha
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Celestica Inc. - CLSGlobeNewswire
- Why AI Data Centres Could Be Canada's Next Big Investment Opportunity [Yahoo! Finance Canada]Yahoo! Finance Canada
- The Street is Bullish on Celestica Inc. (CLS), Here's Why [Yahoo! Finance]Yahoo! Finance
CLS
Earnings
- 1/28/26 - Beat
CLS
Sec Filings
- 2/9/26 - Form 4
- 2/6/26 - Form 144
- 2/6/26 - Form 4
- CLS's page on the SEC website