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Celestica Inc.

TSX:CLS 株式レポート

時価総額:CA$55.2b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
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  • その他の情報
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Celestica 過去の業績

過去 基準チェック /56

Celesticaは、平均年間48.8%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間2.9% 19.3%収益成長率で 成長しています。 Celesticaの自己資本利益率は45%であり、純利益率は7.2%です。

主要情報

48.77%

収益成長率

50.35%

EPS成長率

Electronic 業界の成長18.24%
収益成長率19.34%
株主資本利益率45.02%
ネット・マージン7.16%
前回の決算情報30 Jun 2026

最近の業績更新

分析記事 • 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...

Recent updates

分析記事 • 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...
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
分析記事 • 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...
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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).
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ナラティブ更新 • 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).
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ナラティブ更新 • 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).
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ナラティブ更新 • 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).
分析記事 • 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...
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ナラティブ更新 • 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.
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ナラティブ更新 • 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).
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
User avatar
ナラティブ更新 • 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).
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...

収支内訳

Celestica の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

TSX:CLS 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 2615,5951,116285154
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

質の高い収益: CLS 非現金収入 のレベルが高いです。

利益率の向上: CLSの現在の純利益率 (7.2%)は、昨年(5.1%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: CLSの収益は過去 5 年間で年間48.8%増加しました。

成長の加速: CLSの過去 1 年間の収益成長率 ( 107.4% ) は、5 年間の平均 ( 年間48.8%を上回っています。

収益対業界: CLSの過去 1 年間の収益成長率 ( 107.4% ) はElectronic業界25.3%を上回りました。


株主資本利益率

高いROE: CLSの 自己資本利益率 ( 45% ) は 傑出している と考えられます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/09/13 03:18
終値2026/09/11 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

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特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Celestica Inc. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Skye ChenAletheia Analyst Network Limited
James KelleherArgus Research Company
Jesse PytlakATB Cormark Historical (Cormark Securities)

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