Celestica (CLS) closed at $130.73 in the latest trading session, marking a +2.38% move from the prior day.
CLS faces ongoing margin pressure despite AI-driven growth and U.S. policy relief for key data center hardware.
Since my April 'buy' upgrade, Celestica's stock surged 85%. I remain bullish, citing strong fundamentals and expecting new highs despite recent gains near all-time highs. Q1 FY 2025 saw a record 7.1% EBIT margin, with sales up 19.9% and EPS +39.5%. I see the CCS segment, fueled by hyperscaler AI demand (HPS +99% YoY), driving growth. I believe the shift to higher-margin CCS (7.9% margin) and new 1.6T switch wins underpin the raised FY 2025 guidance: $10.85B revenue, $5.00 EPS, signaling continued operating leverage.
22 Jul 2025 (38 Days) Date | | - Cons. EPS | - EPS |
22 Apr 2025 Date | | - Cons. EPS | - EPS |
27 Jan 2025 Date | | 1.06 Cons. EPS | 1.11 EPS |
23 Oct 2024 Date | | 0.93 Cons. EPS | 1.04 EPS |
24 Jul 2024 Date | | 0.81 Cons. EPS | 0.91 EPS |
22 Jul 2025 (38 Days) Date | | - Cons. EPS | - EPS |
22 Apr 2025 Date | | - Cons. EPS | - EPS |
27 Jan 2025 Date | | 1.06 Cons. EPS | 1.11 EPS |
23 Oct 2024 Date | | 0.93 Cons. EPS | 1.04 EPS |
24 Jul 2024 Date | | 0.81 Cons. EPS | 0.91 EPS |
Hardware, Equipment & Parts Industry | Technology Sector | Mr. Robert Andrew Mionis CEO | XFRA Exchange | CA15101Q2071 ISIN |
CA Country | 21,914 Employees | - Last Dividend | 22 Dec 1999 Last Split | - IPO Date |
Celestica Inc. is a global leader in providing supply chain solutions across North America, Europe, and Asia. The company operates through two main segments—Advanced Technology Solutions and Connectivity & Cloud Solutions, delivering a comprehensive array of services. These include design and development, engineering services, component sourcing, electronics manufacturing and assembly, and more. With a foundation set in 1994 and headquartered in Toronto, Canada, Celestica Inc. caters to original equipment manufacturers, cloud-based service providers, and various markets such as aerospace and defense, industrial, HealthTech, and more.
Design and Development: Celestica provides innovative design and development services aimed at ensuring the efficiency and effectiveness of new products.
New Product Introduction (NPI): Focused on streamlining the launch of new products, NPI services help in reducing time-to-market and enhancing product lifecycle management.
Engineering Services: Offers specialized engineering support across various stages of product development to enhance performance and reliability.
Component Sourcing: Expertise in procuring high-quality components required for manufacturing processes, optimizing the supply chain.
Electronics Manufacturing and Assembly: Capable of handling complex electronics manufacturing needs with state-of-the-art assembly lines.
Testing: Comprehensive testing services to ensure products meet strict quality standards before market release.
Complex Mechanical Assembly: Offers advanced assembly services for products requiring intricate mechanical components.
Systems Integration: Specializes in integrating various subsystems into whole systems that function seamlessly together.
Precision Machining: Utilizes precision machining tools to produce components with high accuracy for various applications.
Order Fulfillment and Logistics: Efficient order fulfillment processes complemented by a logistics network that ensures timely delivery.
Asset Management: Provides solutions for optimizing the use and value of assets throughout their lifecycle.
Product Licensing: Supports companies in extending their market reach through product licensing opportunities.
After-market Repair and Return Services: Offers comprehensive repair and return services for products post-sale to ensure customer satisfaction.
Hardware Platform Solutions: Development and design of infrastructure platforms catered to specific application needs, incorporating both hardware and software elements, and providing support across design, supply chain, manufacturing, and after-market stages.
IT Asset Disposition and Asset Management Services: Specialized in managing the end-of-life cycle of IT assets to ensure environmentally responsible disposal and maximization of value recovery.