Contract manufacturer and supply chain partner for tech hardware—designs, builds, and ships everything from data center gear to aerospace components for hyperscalers and industrial OEMs.
USD 12.61B revenue (2025) with 11.69% gross margin and 6.72% net margin. Low-margin manufacturing business; money comes from volume assembly, component sourcing, and logistics services—mostly recurring customer contracts.
Entrenched via long-term OEM relationships, complex supply chain integration, and aerospace/defense certifications that take years to replicate. Moat is eroding as hyperscalers (AWS, Google, Meta) increasingly build in-house manufacturing and design capabiliti
Hold (sector percentile 44) — value B, growth A-, profitability C, momentum C, revisions B-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Insider selling may raise valuation concerns
Multiple sources highlight CLS's expanding role in AI networking and data centers
Market participants surprised by offering given prior calm capex stance
Zacks highlights AI-driven demand, but sentiment split post-offering.
AI monetization partners expand beyond META/GOOG to AMD, OpenAI, and AVGO, reinforcing pick-and-shovel status
Institutional investor establishes new position in Q1, indicating increased interest
Asset manager reduced holdings by 97.7% in Q1, indicating institutional positioning shift
Multiple independent sources confirm Q2 report after close July 27, listed among key earnings this week
Scotia Bank cut holdings 3.5% in Q1; shares pressured ahead of earnings
Multiple X users flag CLS as cheap Google supplier and high-growth name; no new specifics disclosed.
Q1 2026 revenue surpassed $4 billion ($4.05 billion) with adjusted operating margin of 8.0%, a new high for Celestica
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Celestica is highlighted as a top performer in a portfolio update, showing significant gains. The discussion focuses on recent performance and portfolio allocation.
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