Celestica (CLS)
Designs and manufactures data-center hardware, supply-chain solutions, and specialized electronics.
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Designs and manufactures data-center hardware and specialized electronics through Connectivity and Cloud Solutions and Advanced Technology Solutions. Revenue is concentrated in CCS, where networking, compute, and storage platforms serve hyperscalers, while ATS spans aerospace and defense, industrial, HealthTech, and capital equipment.
Designs, engineers, manufactures, and integrates electronics for data-center and other specialized markets. Connectivity and Cloud Solutions covers communications infrastructure, servers, and storage, while Hardware Platform Solutions adds Celestica-designed networking, compute, and storage products.
Advanced Technology Solutions serves aerospace and defense, industrial, HealthTech, and capital-equipment customers, including work that requires specialized or government-certified manufacturing. A global operating network combines component sourcing, product introduction, assembly, testing, systems integration, and lifecycle services.
Growth is concentrated in data-center networking and hyperscaler infrastructure, making large customer programs and technology transitions central operating dependencies. The broader ATS portfolio spans more regulated end markets, while the higher-volume CCS segment carries greater hyperscaler exposure.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | FBN Securities | Initiate | Rating: —Target: — | Target: $375 |
| Aug 24, 2026 | UBS | Upgrade | ||
| Aug 23, 2026 | UBS | Upgrade | Target: $410 | Target: $430 |
| Aug 7, 2026 | Barclays | Reiterate | Rating: —Target: $430 | Target: $406 |
| Jul 29, 2026 | RBC Capital | Reiterate | Rating: —Target: $440 | Target: $450 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $535.7M · Total debt $810.4M · Total assets $9.79B · Shareholders' equity $2.48B
- Revenue
- $4.70B
- Operating income
- $458.3M
- Net income
- $368.8M
No dividends on record.
| Institutions | 69.30% | 79.68M shares | |
|---|---|---|---|
| 939 holders · as of Jun 30, 2026 | |||
| Insiders | 0.23% | 265.9K shares | |
| 12 holders · as of Aug 14, 2026 | |||
| Strategic holders | 16.52% | 19.00M shares | |
| 1 holder · as of Feb 28, 2018 | |||
| Other | 13.95% | 16.04M shares | |
| remainder | |||
114.98M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Letko, Brosseau & Ass. Inc.Institution | 18.19% | 20.91M | filed Jan 18, 2017 |
Onex CorporationStrategic | 16.52% | 19.00M | filed Feb 28, 2018 |
Letko, Brosseau & Associates Inc.Institution | 11.68% | 13.44M | filed Feb 11, 2022 |
FMR LLCInstitution | 7.35% | 8.45M | as of Jun 30, 2026 |
Pzena Investment Management, LLCInstitution | 6.60% | 7.59M | filed Jan 20, 2022 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Robert Mionis | director, officer: Chief Executive Officer | −23,496 | $362.39 |
| Aug 4, 2026 | Mandeep Chawla | officer: Chief Financial Officer | −16,117 | $369.32 |
| Aug 4, 2026 | Robert Mionis | director, officer: Chief Executive Officer | −98,453 | $368.99 |
| Aug 5, 2026 | Robert Mionis | director, officer: Chief Executive Officer | −51,061 | $368.41 |
| Jul 31, 2026 | Mandeep Chawla | officer: Chief Financial Officer | −883 | $366.52 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Celestica | $349.83 | +1.58% | $39.60B | 35.8 | 23.3 | 2.5 | +61.3% |
| Flex | $110.93 | −0.61% | $41.23B | 43.1 | 21.3 | 1.4 | +20.6% |
| Jabil | $302.67 | −0.33% | $31.82B | 37.9 | 19.2 | 0.9 | +11.8% |
| Sanmina | $209.24 | −0.11% | $11.23B | 37.5 | 16.7 | 0.9 | +69.7% |
| Arista Networks | $204.75 | −0.33% | $258.66B | 64.8 | 44.0 | 24.5 | +37.7% |
| Cisco Systems | $106.77 | −4.21% | $439.31B | 33.5 | 20.9 | 6.9 | +17.6% |
| Median | 37.9 | 20.9 | 1.4 | +20.6% |