Celestica Inc.

NYSE:CLS Lagerbericht

Marktkapitalisierung: US$46.3b

Celestica Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 5/6

Celestica verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 47.6%, während die Gewinne der Branche Electronic jährlich um gewachsen und zwar um 3.8%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 17.7%. Die Eigenkapitalrendite von Celestica beträgt 45.7% und die Nettomargen betragen 7%.

Wichtige Informationen

47.57%

Wachstumsrate der Gewinne

49.27%

EPS-Wachstumsrate

Electronic Wachstum der Industrie15.34%
Wachstumsrate der Einnahmen17.66%
Eigenkapitalrendite45.69%
Netto-Marge6.95%
Letzte Ertragsaktualisierung31 Mar 2026

Jüngste Aktualisierungen vergangener Leistungen

Recent updates

Seeking Alpha • Jun 10

Celestica: The Broadcom Scare Looks Overdone

Summary Celestica Inc. remains fundamentally strong despite its recent selloff likely tied to Broadcom’s AI semiconductor miss. Google TPU momentum continues to support Celestica's AI server and switching ramps, especially as TPU hardware sales expand. The upcoming deployment of AMD's Helios rack-scale system adds another growth vector, as it reinforces Celestica's scale-up networking opportunity beyond Google. Expanding 1.6T switching wins, including CPO Ethernet programs, also validate Celestica's technological competency, supporting visibility into its long-term fundamental prospects ahead. Read the full article on Seeking Alpha
Seeking Alpha • Apr 28

Celestica's Beat And Raise Performance Underscores Durability Of AI Boom (Rating Upgrade)

Summary The recent market correction has made CLS a lot more appealing, bringing it closer to our buy zone/fair value estimates. This is aided by the double beat FQ1 '25 earnings call and raised FY 2025 guidance, no matter the recent market fears surrounding the intensified tariff war. This is on top of the promising commentaries offered by market leaders in the semiconductor/hyperscaler industry, with it underscoring the durability of data center capex boom. Combined with the ongoing share retirement, compelling valuations, and the promising stock market indicators, we believe that CLS offers a rich double-digit upside potential ahead. We shall further discuss why we have upgraded our rating to a buy here. Read the full article on Seeking Alpha
Seeking Alpha • Apr 21

Celestica: Do Not Miss Out The Golden Pre-Earnings Opportunity

Summary Celestica Inc. is poised for a strong Q1 earnings release, driven by AI tailwinds and robust demand in enterprise communications and data center markets. The company's transformation into a high-margin AI infrastructure provider and strategic partnerships bolster its growth prospects and international expansion. Celestica's solid financial position and history of earnings surprises enhance confidence in its ability to deliver double-digit EPS growth. Despite concentration risks and macroeconomic uncertainties, CLS stock's attractive valuation and potential 41% upside make it a compelling buy before earnings. Read the full article on Seeking Alpha
Seeking Alpha • Apr 11

Celestica: What's Fueling This Silent Climber

Summary Celestica posted 21% YoY revenue growth in CY 2024, driven by 30% CCS segment expansion and strong hyperscaler demand. Q4 CY 2024 revenue hit $2.546B, with $1.74B from CCS, which now makes up 68% of total sales. Free cash flow grew 11.6% in Q4 and is projected to rise 14.4% in CY 2025, outpacing revenue growth. CLS trades at 0.93x EV/Sales and 13x EV/EBITDA, deep discounts versus peers despite improving operating leverage and cash flow. Flat ATS growth and CCS dependency pose risks, but capital-light growth and margin expansion support long-term upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Mar 24

Celestica: The AI Stock Set For High Growth After A 20% Drop

Summary Celestica’s revenue rose 21% year-over-year to $9.65B, fueled by CCS growth; FCF jumped 50% amid buybacks and low leverage, indicating strong fundamentals. HPS design capabilities expand margins, forging durable ties across AI, defense, and data centers, with multi-year production programs reinforcing stability. Risks include Thailand/China exposure, big-customer reliance, and AI capex cycles, yet Celestica’s outlook remains bullish with ~30% upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Mar 18

Celestica: Overvaluation Amid Weakening AI Craze

Summary Celestica stock is significantly overvalued by 16%, driven by AI-related revenue growth but hindered by low profitability. Despite aggressive growth in its CCS segment, Celestica's low gross margin limits innovation and resilience against industry or macroeconomic headwinds. The AI market is cooling and the slow economic payoff from AI adoption further challenges Celestica's long-term growth prospects. Given the unattractive valuation and limited innovation capacity, I recommend selling Celestica stock. Read the full article on Seeking Alpha
Seeking Alpha • Mar 09

Celestica: A Solid Buying Opportunity

Summary Celestica is rated as a "Strong Buy" due to a 40% stock dip, presenting a golden buying opportunity for GARP investors. Despite tariff concerns, CLS's EPS growth, high operating margins, and strong demand from hyperscaler customers make the stock significantly undervalued by at least 31%. The company's transition to higher-value ODM services and robust CCS segment growth position it well for long-term stability and profitability. Risks include potential tariff impacts and economic downturns, but CLS's strategic focus and management's confidence mitigate these concerns. The longer-term EPS growth should be more stable, despite the geopolitical risks surrounding the business today. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

Celestica: Fueled By Relentless Catalysts

Summary Celestica's strong Q4 performance and robust FY2025 guidance, driven by AI tailwinds and data center spending, support a "Strong buy" rating. The stock's valuation is attractive, with a DCF model indicating a 38% upside potential, even under conservative growth assumptions. Celestica's financial flexibility, low RSI levels, and significant momentum make it well-positioned for continued growth and value creation. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

Celestica: Management And Analysts Upped Guidance/Estimates Still Appear Conservative

Summary Celestica's stock rating is adjusted from a strong buy to a buy due to a rapid share price increase and coming off seasonal strength. The CCS segment, driven by AI CapEX, is growing fast and dominating earnings, with margins expanding significantly. Management's conservative guidance and optimistic outlook suggest potential for higher-than-expected revenue and earnings growth in 2025. Despite trading at 30x forward earnings, Celestica's strong growth, diversified customer base, and increasing high-margin IP revenue still justify a buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Feb 05

Celestica: Room For Margin And Multiple Expansion

Summary An SA Quant top 10 stock for 2025. Celestica's integration into the data center/AI supply chain is fueling its growth and transforming its business model with own R&D, innovation and design potential. The company expects 22% EPS growth on expanding margins in 2025. The shares are relatively cheap at under 1x PEG, with potential for expansion to 1.2x or a US$160 YE25 price target. Key risk is hyperscaler concentration and dependence on continued data center demand that the DeepSeek scare highlighted. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Celestica Q4 Earnings: Why DeepSeek Fears Are Overblown

Summary Celestica's stock has been volatile but remains strong, with a raised 2025 outlook and a valuation of 32x forward free cash flow. The company is well-positioned with new AI projects and significant wins, ensuring growth into 2026 despite recent market concerns. Celestica's robust balance sheet, with $1.7 billion in cash and mid-teens revenue growth, makes its current valuation reasonable. Market fears about AI hardware demand seem overblown, as Celestica's management remains confident, raising guidance and maintaining strong business performance. Read the full article on Seeking Alpha
Seeking Alpha • Jan 14

Unlocking Growth Potential: Why Celestica's ODM Transition Is A Game Changer For Investors

Summary Celestica is transitioning from traditional contract manufacturing to an Original Design Manufacturer, or ODM, model, enhancing its value proposition in the market. This strategic shift positions Celestica to capitalize on emerging trends in technology and manufacturing, attracting new clients and partnerships. The company's focus on innovation allows it to deliver tailored solutions and products, making it more competitive in high-demand sectors. Strong financial performance and growth potential make Celestica an attractive investment, as it looks to leverage its ODM capabilities for sustained market success. Read the full article on Seeking Alpha
Seeking Alpha • Dec 26

Celestica: A Trifecta Of Growth, Margin Expansion And Improving Cash Flow Conversion

Summary The growth outlook is strong, driven by tailwinds in the CCS segments' end markets. The mix-shift driven EBIT margin thesis is playing out and has more runway as the higher-margin CCS is expected to continue outgrowing ATS. Inventory reduction is improving net working capital intensity, which can lead to a higher base of FCF conversion. Valuations are at a 18.6% premium vs peers, but I think it is tolerable given the trifecta of growth, margin expansion and improving cash flow conversion. CLS stock is in a clear bullish uptrend. But multiple-expansion led price appreciation is a hype risk factor to monitor. Read the full article on Seeking Alpha
Seeking Alpha • Dec 04

Celestica: The AI Datacenter's Supply Chain Winner

Summary Celestica Inc.'s robust fundamentals and strong demand from the data center business continue to drive growth, supporting a Buy rating. The company's HPS networking switches revenue grew 54%, accounting for 30% of total revenue, highlighting its pivotal role in data centers. Management's revised 2024 guidance projects $9.6 billion in revenue and a 6.5% adjusted operating margin, indicating strong business momentum. Valued at 20x 2025 earnings, CLS stock offers at least 20% upside potential, making it an attractive investment compared to peers. Read the full article on Seeking Alpha
Seeking Alpha • Nov 04

Celestica: AI Capex Boom Still Promising, Baked-In Premium Triggers Downgrade

Summary CLS remains well positioned to report robust top/ bottom-lines, as observed in its supply agreements with numerous hyperscalers and AI-related companies. These developments have also contributed to its double beat FQ3'24 performance, raised FY2024 guidance, and exemplary FY2025 guidance. CLS' numbers are well supported by the robust AI market spending trends, as reported by TSM and numerous hyperscalers in the FQ3'24 earnings call. Even so, it is undeniable that CLS has pulled forward part of its upside potential after the immense rally, with it offering interested investors with a minimal margin of safety. At the same time, readers must not forget the inherently cyclical nature of data center capex, with it potentially triggering the stock's painful corrections. Read the full article on Seeking Alpha
Seeking Alpha • Oct 24

Celestica Q3: Defying Expectations With Undemanding Valuations

Summary Celestica stock popped after its Q3 earnings release in post-market trading. Despite a decline in its ATS segment, Celestica's upgraded 2024 outlook and AI infrastructure demand support its bullish thesis. A revenue slowdown from 2025 could pan out, but CLS is targeting higher-value businesses, possibly lifting its profitability. I argue why the market seems too pessimistic about its potential cyclicality, as CLS is valued below its sector and industry peers. Read the full article on Seeking Alpha

Aufschlüsselung der Einnahmen und Ausgaben

Wie Celestica Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.

Gewinn- und Umsatzhistorie

NYSE:CLS Einnahmen, Ausgaben und Erträge (USD Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 2613,789959266142
31 Dec 2512,391833262118
30 Sep 2511,282717249111
30 Jun 2510,58753830394
31 Mar 2510,08642234379
31 Dec 249,64642829578
30 Sep 249,24136033772
30 Jun 248,78535130270
31 Mar 248,33231229165
31 Dec 237,96124430461
30 Sep 237,86320328158
30 Jun 237,74316829053
31 Mar 237,52114829247
31 Dec 227,25018027046
30 Sep 226,72013526842
30 Jun 226,26412526441
31 Mar 225,96711525441
31 Dec 215,63510424838
30 Sep 215,5099224336
30 Jun 215,5928724134
31 Mar 215,6647424132
31 Dec 205,7486123830
30 Sep 205,8533423429
30 Jun 205,821-422828
31 Mar 205,774-2322829
31 Dec 195,8887022728
30 Sep 196,12413723029
30 Jun 196,31715323130
31 Mar 196,56717522329
31 Dec 186,6339921929
30 Sep 186,4765221128
30 Jun 186,2987920427
31 Mar 186,1609720126
31 Dec 176,14310620326
30 Sep 176,19611320526
30 Jun 176,21713220826
31 Mar 176,14513321325
01 Jan 176,04713821125
30 Sep 165,90812821025
30 Jun 165,7628520824
31 Mar 165,6947320422
31 Dec 155,6396720823
30 Sep 155,5495020922
30 Jun 155,5637420722

Qualität der Erträge: CLS einen hohen Anteil an unbarem Gewinn hat.

Wachsende Gewinnspanne: CLSDie aktuellen Gewinnspannen (7%) sind höher als im letzten Jahr (4.2%).

Analyse von freiem Cashflow und Gewinn

Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: CLSIn den letzten 5 Jahren sind die Einnahmen von 47.6% pro Jahr erheblich gestiegen.

Beschleunigtes Wachstum: CLSDas Gewinnwachstum des Unternehmens im letzten Jahr (126.9%) übertrifft seinen 5-Jahres-Durchschnitt (47.6% pro Jahr).

Erträge im Vergleich zur Industrie: CLS Das Gewinnwachstum im vergangenen Jahr (126.9%) übertraf das der Branche Electronic 11.8% .

Eigenkapitalrendite

Hohe Eigenkapitalrendite: CLSDie Eigenkapitalrendite des Unternehmens (45.7%) wird als hervorragend angesehen.

Kapitalrendite

Rendite auf das eingesetzte Kapital

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/16 02:09
Aktienkurs zum Tagesende2026/06/16 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Celestica Inc. wird von 33 Analysten beobachtet. 18 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Skye ChenAletheia Analyst Network Limited
James KelleherArgus Research Company
Jesse PytlakATB Cormark Historical (Cormark Securities)