Celestica Inc.

Informe acción NYSE:CLS

Capitalización de mercado: US$46.3b

Celestica Crecimiento futuro

Future controles de criterios 6/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Celestica de 30.6% y 31.2% por año respectivamente. Se prevé que el BPA crezca en un 29.8% al año. Se espera que la rentabilidad financiera sea de 41.4% en 3 años.

Información clave

30.6%

Tasa de crecimiento de los beneficios

29.79%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Electronic27.0%
Tasa de crecimiento de los ingresos31.2%
Rentabilidad financiera futura41.39%
Cobertura de analistas

Good

Última actualización09 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

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

Previsiones de crecimiento de beneficios e ingresos

NYSE:CLS - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202833,5302,1689821,8388
12/31/202726,8851,6354891,84318
12/31/202619,1921,0655281,57516
3/31/202613,789959492886N/A
12/31/202512,391833458660N/A
9/30/202511,282717398552N/A
6/30/202510,587538386549N/A
3/31/202510,086422329496N/A
12/31/20249,646428303474N/A
9/30/20249,241360210366N/A
6/30/20248,785351194331N/A
3/31/20248,332312230362N/A
12/31/20237,961244201326N/A
9/30/20237,863203268392N/A
6/30/20237,743168242378N/A
3/31/20237,521148209335N/A
12/31/20227,250180102211N/A
9/30/20226,720135171262N/A
6/30/20226,264125176244N/A
3/31/20225,967115157213N/A
12/31/20215,635104175227N/A
9/30/20215,50992154211N/A
6/30/20215,59287146197N/A
3/31/20215,66474152205N/A
12/31/20205,74861187240N/A
9/30/20205,85334217266N/A
6/30/20205,821-4270331N/A
3/31/20205,774-23284357N/A
12/31/20195,88870N/A345N/A
9/30/20196,124137N/A267N/A
6/30/20196,317153N/A215N/A
3/31/20196,567175N/A110N/A
12/31/20186,63399N/A33N/A
9/30/20186,47652N/A79N/A
6/30/20186,29879N/A16N/A
3/31/20186,16097N/A86N/A
12/31/20176,143106N/A127N/A
9/30/20176,196113N/A171N/A
6/30/20176,217132N/A287N/A
3/31/20176,145133N/A227N/A
1/1/20176,047138N/A173N/A
9/30/20165,908128N/A178N/A
6/30/20165,76285N/A94N/A
3/31/20165,69473N/A143N/A
12/31/20155,63967N/A196N/A
9/30/20155,54950N/A182N/A
6/30/20155,56374N/A261N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (30.6% al año) de CLS es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (30.6% al año) de CLS crezcan más rápidamente que el mercado US (18.5% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de CLS crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (31.2% al año) de CLS crezcan más rápidamente que los del mercado US (12.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos (31.2% al año) de CLS crezcan más rápidamente que un 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de CLS sea muy elevada dentro de 3 años (41.4%).

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/16 02:09
Precio de las acciones al final del día2026/06/16 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Celestica Inc. está cubierta por 33 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

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