Celestica Inc.

Report azionario TSX:CLS

Capitalizzazione di mercato: CA$50.6b

Celestica Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Rob Mionis

Amministratore delegato

US$17.4m

Compenso totale

Percentuale dello stipendio del CEO6.60%
Mandato del CEO11yrs
Proprietà del CEO0.6%
Durata media del management4.6yrs
Durata media del Consiglio di amministrazione2.6yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi Aug 06

Investors Shouldn't Be Too Comfortable With Celestica's (TSE:CLS) Earnings

Celestica Inc.'s ( TSE:CLS ) stock was strong after they recently reported robust earnings. However, our analysis...
Aggiornamento narrativa Jul 28

CLS: AI Demand And Raised 2026 Outlook Will Support Further Upside

Analysts have lifted their fair value estimate for Celestica, moving the implied price target from CA$648.86 to CA$677.38. They attribute this change to updated assumptions for the discount rate, revenue growth, profit margin and future P/E.
Aggiornamento narrativa Jun 23

CLS: AI Data Center Demand And 2026 Outlook Will Support Further Upside

Analysts have kept their CA$ price target for Celestica broadly aligned with prior views, citing only modest adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than any major change in the investment thesis. What's in the News for Celestica Celestica reported Q1 2026 results with record adjusted operating margin of 8%, revenue up 53% year over year, adjusted EPS of $2.16, and raised full year revenue outlook from $17b to $19b and adjusted EPS guidance from $8.75 to $10.15, driven largely by its Connectivity and Cloud Solutions segment and AI data center infrastructure demand.
Aggiornamento narrativa Jun 06

CLS: AI Data Center Demand And 2026 Outlook Will Drive Upside Potential

Analysts have raised their price target for Celestica to CA$648.86 from CA$577.12. This change reflects updated assumptions around revenue growth, profit margins and future P/E multiples that collectively indicate a higher estimated fair value for the stock.
Articolo di analisi May 01

Need To Know: Analysts Are Much More Bullish On Celestica Inc. (TSE:CLS) Revenues

Celestica Inc. ( TSE:CLS ) shareholders will have a reason to smile today, with the analysts making substantial...
Aggiornamento narrativa Apr 23

CLS: AI Collaboration And 2026 Outlook Will Shape A Balanced Opportunity

Analysts have nudged their fair value estimate for Celestica higher to CA$577.12 from CA$570.53. This reflects updated assumptions for slightly higher revenue growth, a modestly higher discount rate, a marginally lower profit margin outlook and a somewhat richer future P/E multiple.
Aggiornamento narrativa Apr 08

CLS: AI Collaboration And 2026 Outlook Will Support Further Upside

Analysts have modestly adjusted their price target for Celestica, citing updated assumptions around revenue growth, profit margins and future P/E. Together, these factors support a refreshed fair value estimate of about CA$570.53 per share.
Aggiornamento narrativa Mar 25

CLS: AI Platform Collaboration And 2026 Outlook Will Support Further Upside

Analysts have made a modest adjustment to their CA$ price target on Celestica, reflecting an updated view of inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions that remain broadly consistent with prior estimates. What's in the News Celestica and AMD agreed to collaborate on the Helios rack-scale AI platform, pairing AMD compute with Celestica’s networking switch design and manufacturing for Open Compute Project, Open-Rack-Wide systems targeting large AI clusters, with initial availability planned for late 2026 (Key Developments).
Aggiornamento narrativa Mar 11

CLS: Index Inclusion And Higher 2026 Outlook Will Support Future Upside

Analysts have reiterated their price target on Celestica at CA$570.53, supported by updated modelling that keeps fair value, revenue growth, profit margin and future P/E assumptions broadly unchanged while slightly adjusting the discount rate. What's in the News Celestica issued earnings guidance for the first quarter of 2026, projecting revenue between US$3.85b and US$4.15b, with midpoint growth of 51% (company guidance).
Aggiornamento narrativa Feb 25

CLS: Index Additions And Raised 2026 Outlook Will Support Future Upside

Analysts have nudged their fair value estimate for Celestica to CA$570.53 from CA$556.49, citing updated assumptions around discount rate, revenue growth, profit margin and a slightly higher future P/E multiple. What's in the News Celestica issued earnings guidance for the first quarter of 2026, projecting revenue between US$3.85b and US$4.15b, with midpoint guidance implying 51% growth (corporate guidance).
Aggiornamento narrativa Feb 06

CLS: Index Inclusions And AI Storage Platform Will Support Future Upside

Analysts have raised their fair value estimate for Celestica from US$555.29 to US$556.49, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E as the main drivers of the new target. What's in the News Celestica issued earnings guidance for the first quarter of 2026, projecting revenue between US$3.85b and US$4.15b, with growth of 51% at the midpoint (Corporate guidance).
Articolo di analisi Feb 01

Celestica Inc. Just Recorded A 10% EPS Beat: Here's What Analysts Are Forecasting Next

Last week, you might have seen that Celestica Inc. ( TSE:CLS ) released its yearly result to the market. The early...
Aggiornamento narrativa Jan 23

CLS: Index Additions And AI Storage Exposure Will Support Future Upside

Analysts have nudged their fair value estimate for Celestica higher, from $546.16 to $555.29, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E that modestly refine their overall pricing outlook. What's in the News Celestica Inc.
Aggiornamento narrativa Jan 09

CLS: Index Additions And Share Buybacks Will Support Future Upside

Analysts have trimmed their price target on Celestica, citing slightly lower fair value to about $546.16 and a more moderate future P/E assumption of roughly 34.13, while keeping growth and margin expectations broadly consistent. What's in the News Celestica has been added to the S&P Global 1200 index, increasing its visibility among global index-tracking investors (Index Constituent Adds).
Aggiornamento narrativa Dec 15

CLS: Share Repurchases And AI-Focused Products Will Drive Future Upside

Analysts have raised their price target on Celestica, citing a slightly higher assumed discount rate and marginally stronger long term revenue growth expectations. Together, these factors support a modest increase in the company’s projected fair value, now effectively unchanged at about $570.00 per share but with a richer future earnings multiple embedded in their models.
Aggiornamento narrativa Nov 28

CLS: Share Repurchase And Index Inclusion Will Drive Market Optimism

Analysts have raised their price target for Celestica to $569.94 from $565.81, citing updated estimates of fair value and improved forward earnings expectations. What's in the News Celestica launched the SD6300 ultra-dense storage platform, which is aimed at AI environments and data centers.
Aggiornamento narrativa Nov 14

CLS: New Share Buyback And Index Addition Will Lift Market Confidence

Analysts have raised their price target for Celestica, increasing it to $565.81 from a previous estimate. They cite improved revenue growth expectations and a slightly higher profit margin forecast.
Articolo di analisi Nov 06

New Forecasts: Here's What Analysts Think The Future Holds For Celestica Inc. (TSE:CLS)

Celebrations may be in order for Celestica Inc. ( TSE:CLS ) shareholders, with the analysts delivering a significant...
Articolo di analisi Oct 31

Celestica Inc.'s (TSE:CLS) 39% Jump Shows Its Popularity With Investors

Despite an already strong run, Celestica Inc. ( TSE:CLS ) shares have been powering on, with a gain of 39% in the last...
Aggiornamento narrativa Oct 31

CLS: Share Repurchase And AI Demand Will Drive Market Opportunity Forward

Analysts have raised their price target for Celestica from $402.69 to $565.81, citing expectations of higher revenue growth and improved profit margins. What's in the News Celestica raised its earnings guidance for 2025, now expecting $12.2 billion in revenue, up from the prior estimate of $11.55 billion (Corporate Guidance).
Aggiornamento narrativa Oct 16

Advanced AI Networking And Regional Manufacturing Will Expand Market Opportunity

Narrative Update: Celestica Analyst Price Target Revised Celestica's analyst price target has been raised from $362.34 to $402.69. Analysts cite higher expected revenue growth and improved profitability margins as key factors supporting this upward revision.
Aggiornamento narrativa Sep 27

Advanced AI Networking And Regional Manufacturing Will Expand Market Opportunity

Celestica’s analyst price target has increased materially, primarily driven by sharply higher future P/E and upgraded revenue growth forecasts, resulting in a fair value revision from CA$311.34 to CA$362.34. What's in the News Celestica added to FTSE All-World Index.
Articolo di analisi Sep 16

Investors Appear Satisfied With Celestica Inc.'s (TSE:CLS) Prospects As Shares Rocket 27%

Celestica Inc. ( TSE:CLS ) shares have continued their recent momentum with a 27% gain in the last month alone. This...
Articolo di analisi Sep 16

Market Participants Recognise Celestica Inc.'s (TSE:CLS) Earnings Pushing Shares 27% Higher

Despite an already strong run, Celestica Inc. ( TSE:CLS ) shares have been powering on, with a gain of 27% in the last...
Articolo di analisi Sep 09

Is Now The Time To Put Celestica (TSE:CLS) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Rob Mionis rispetto agli utili di Celestica?
DataCompenso totaleStipendioUtili della società
Jun 30 2026n/an/a

US$1b

Mar 31 2026n/an/a

US$959m

Dec 31 2025US$17mUS$1m

US$833m

Sep 30 2025n/an/a

US$717m

Jun 30 2025n/an/a

US$538m

Mar 31 2025n/an/a

US$422m

Dec 31 2024US$15mUS$1m

US$428m

Sep 30 2024n/an/a

US$360m

Jun 30 2024n/an/a

US$351m

Mar 31 2024n/an/a

US$312m

Dec 31 2023US$13mUS$988k

US$244m

Sep 30 2023n/an/a

US$203m

Jun 30 2023n/an/a

US$168m

Mar 31 2023n/an/a

US$148m

Dec 31 2022US$12mUS$950k

US$180m

Sep 30 2022n/an/a

US$135m

Jun 30 2022n/an/a

US$125m

Mar 31 2022n/an/a

US$115m

Dec 31 2021US$10mUS$950k

US$104m

Sep 30 2021n/an/a

US$92m

Jun 30 2021n/an/a

US$87m

Mar 31 2021n/an/a

US$74m

Dec 31 2020US$11mUS$950k

US$61m

Sep 30 2020n/an/a

US$34m

Jun 30 2020n/an/a

-US$4m

Mar 31 2020n/an/a

-US$23m

Dec 31 2019US$9mUS$950k

US$70m

Compensazione vs Mercato: La retribuzione totale di Rob ($USD 17.42M ) è superiore alla media delle aziende di dimensioni simili nel mercato Canadian ($USD 7.43M ).

Compensazione vs guadagni: La retribuzione di Rob è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Rob Mionis (63 yo)

11yrs
Mandato
US$17,416,332
Compensazione

Mr. Robert Andrew Mionis, also known as Rob, is Independent Director of Textron Inc. from March 1, 2025. He has been Chief Executive Officer at Celestica Inc. since August 1, 2015 and serves as its Chair o...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Robert Mionis
CEO & Chair of the Board11yrsUS$17.42m0.62%
CA$ 312.9m
Mandeep Chawla
Chief Financial Officer9.3yrsUS$4.55m0.057%
CA$ 28.8m
Yann Etienvre
Chief Operations Officer4.6yrsUS$3.79mNessun dato
Jason Phillips
Advisor12.5yrsUS$4.24m0.011%
CA$ 5.5m
Todd Cooper
President of Advanced Technology Solutions4.6yrsUS$3.52m0.081%
CA$ 41.1m
Matthew Pallotta
Head of Investor Relationsno dataNessun datoNessun dato
Douglas Parker
Chief Legal Officer & Corporate Secretaryno dataNessun datoNessun dato
Craig Oberg
Vice President of Investor Relations & Corporate Developmentno dataNessun datoNessun dato
Leila Wong
Chief Human Resources Officerno dataNessun dato0.013%
CA$ 6.3m
Gavin Cato
Head & CTO of Hardware Platform Solutionsno dataNessun datoNessun dato
Steven Dorwart
President of Connectivity & Cloud Solutionsless than a yearNessun datoNessun dato
Theodore Tzevelekis
Chief Strategy Officer1.6yrsNessun dato0.0023%
CA$ 1.2m
4.6yrs
Durata media
55yo
Età media

Gestione esperta: Il team dirigenziale di CLS è considerato esperto (durata media dell'incarico 4.6 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Robert Mionis
CEO & Chair of the Board11yrsUS$17.42m0.62%
CA$ 312.9m
Laurette Koellner
Lead Independent Directorless than a yearUS$78.63k0.0052%
CA$ 2.6m
Robert Cascella
Independent Director7.5yrsUS$310.00k0.00020%
CA$ 101.2k
Jill Kale
Independent Director3.7yrsUS$285.00k0.00036%
CA$ 182.1k
Christopher Colpitts
Director1.1yrsUS$122.32kNessun dato
Kulvinder Ahuja
Independent Director2.6yrsUS$285.00kNessun dato
Francoise Colpron
Independent Director3.8yrsUS$305.00kNessun dato
David Reeder
Directorless than a yearNessun datoNessun dato
Amar Maletira
Independent Director1.6yrsUS$285.00kNessun dato
2.6yrs
Durata media
59yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di CLS non è considerato esperto (durata media del mandato 2.6 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/11 23:58
Prezzo dell'azione a fine giornata2026/08/11 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Celestica Inc. è coperta da 35 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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