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TickerTalks›$CLS
CLCLS

Celestica Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 53% YoYCatalyst pendingConsistent chatter on X (225/wk), no spike
$CLS·$42B·Hardware, Equipment & Parts·Technology
$303.81-3.6%YTD+5.8%1Y+8.6%
Price updated 7h ago·X counts updated 5d ago
CLCLS
$CLSCelestica Inc.
$303.81-3.63%225 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CLS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

225X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CLS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data13 posts analyzed · as of 2026-09-15

Celestica reclaiming the 200DMA around $329 on strong volume post the August raise anchors optimism, with October-27 Investor Day catalyst framing and TPU-driven story dominating. October call flow and a $1M May $600C buy add to the constructive tone.

Read what X is saying about $CLS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CLS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

An EMS contract-manufacturer transforming into a hyperscaler-ODM pure-play — earnings and Investor Day land in the same 48 hours.

Celestica is the Canadian electronics-manufacturing-services company whose Connectivity & Cloud Solutions business has been reshaped around hyperscaler ODM — TPU-adjacent custom silicon integration, high-margin AI networking subassemblies, and the exact 'arms dealer' profile the market has been rewarding.

  • The P&L is reaccelerating sharply: Q2 revenue grew 53% YoY to $4.05B at a 6.7% operating margin with EPS of $1.85 and trailing EPS beats of 11% and 4% — mid-single-digit margin is the EMS norm but the acceleration in growth is where the real re-rate comes from.
  • The dual catalyst is unusual: Oct 26 Q3 earnings followed by Oct 27 Investor Day gives management two public venues to set up long-term CCS-margin and TPU-related guidance, which is where the next re-rate case has to come from.

At 64% of 52-week range above the reclaimed 200DMA with the $1M May $600 call block already on tape, the setup is high-conviction institutional positioning into the twin events. A clean revenue beat plus an Investor Day CCS-margin bridge toward 10%+ is the trigger; silence on the hyperscaler customer mix is where the DCF $323 intrinsic-value voice gets validated.

Agrees with X sentimentThe bull read on 200DMA reclaim + Investor Day setup + TPU story is grounded, and the big call-option prints match the pattern. The DCF $323 intrinsic-value point is a reasonable valuation hedge but assumes conservative CCS margin — if the Investor Day lifts the margin bridge, the DCF updates with it.

What to watch: Oct 26 Q3 earnings + Oct 27 Investor Day — CCS revenue growth, CCS margin bridge toward 10%+, named hyperscaler customer concentration, and FY27 guide. A clean beat plus a lifted CCS-margin target is the trigger; silence on customer mix is the invalidation.

On the calendar: 2026-10-26 — Q3 earnings + Investor Day

event ahead 30dai odm

Read the AI verdict on $CLS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Contract manufacturer building servers, networking equipment, and electronics for hyperscalers and aerospace-defense customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $CLS.

Hardware, Equipment & Parts · Technology

No material change from last week — AI data-center optical interconnect demand sustains order momentum.

What this means for $CLS

Neutral — Contract manufacturer building servers, networking equipment, and electronics for hyperscalers and aerospace-defense customers.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+70.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
44.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
29.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
47.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 27, 2026$2.54$2.29+10.9%
Q1 2026Apr 27, 2026$2.16$2.08+3.8%
Q4 2025Jan 28, 2026$1.89$1.74+8.6%
Q3 2025Oct 27, 2025$1.58$1.47+7.5%
Next earningsMon, Oct 26·consensus EPS $2.94

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.0B+52.8%10.8%6.7%$1.85$126.8M
Q4 FY25$3.7B+45.8%11.5%8.8%$2.36$158.5M
Q3 FY25$3.2B+26.4%11.6%6.7%$2.30$87.6M
Q2 FY25$2.9B+21.0%12.8%9.4%$1.83$119.9M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$20.2B$19.9B – $20.4B$11.02$10.99 – $11.0813
FY27$35.0B$28.5B – $38.5B$19.28$15.70 – $20.5413
FY28$47.6B$40.5B – $58.9B$26.85$25.31 – $28.5314
FY29$61.8B$55.4B – $68.9B$35.50$30.75 – $40.868
FY30$78.1B$70.1B – $87.2B$48.00$41.59 – $55.2612

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.26%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 114.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 23Todd C CooperPresident20.1K sh$7.2MSellSep 23Robert MionisCEO23.4K sh$8.5MSellAug 13Robert MionisCEO23.5K sh$8.5MSellAug 5Robert MionisCEO51.1K sh$18.8MSellAug 4Robert MionisCEO1.7K sh$619KSellAug 4Mandeep ChawlaCFO2.1K sh$741KSellJul 31Robert MionisCEO9.5K sh$3.5MSellJul 31Mandeep ChawlaCFO883 sh$324KSellJun 17Robert MionisCEO18.2K sh$7.0MSellJun 16Robert MionisCEO47.0K sh$18.1M
1–10 of 13
+ 35 other (26 awards · 5 exempts · 4 inkinds) in window

See when $CLS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 13
AI summary

Todd Ankenmann filed a initial Form 3 beneficial ownership statement for CELESTICA INC (CLS) on 2026-10-01, reporting their status as a Chief Financial Officer. This is an administrative Section 16 disclosure required when a new insider (director, officer, or 10% holder) first reports their holdings; it signals a change in the company's executive or governance structure rather than a market transaction.

8-KOfficer or director changeSep 118-K — Item 5.02: Officer or director change
AI summary

Celestica Inc. announced a CFO leadership transition effective October 1, 2026: outgoing CFO Mandeep Chawla becomes Group President, expanding his operational responsibilities, while Todd Ankenmann succeeds him as Chief Financial Officer. The orderly succession appears to be an internal promotion for Ankenmann. Both executives remain in the C-suite, minimizing disruption to Celestica's financial strategy.

8-KMaterial agreementAug 78-K — Item 1.01: Material agreement
AI summary

Celestica Inc. entered into an underwriting agreement on August 5, 2026 to sell 9,677,419 common shares at $310.00 per share, with Citigroup, BofA Securities, and TD Securities as lead underwriters. The underwriters also exercised their full overallotment option for 1,451,612 additional shares, bringing total shares to approximately 11.13 million. Estimated net proceeds are approximately $3.39 billion, to be used for working capital, capital expenditure, and general corporate purposes. This is a very large dilutive secondary offering signaling strong investor demand and significant capital deployment plans for the electronics manufacturing services company.

424B5Prospectus supplement (offering)Aug 6424B5
AI summary

Celestica Inc. priced a public offering of 9,677,419 common shares at $310.00 per share on August 6, 2026, raising approximately $3.0 billion gross ($2.95 billion net of underwriting discounts). The offer price of $310.00 represents approximately a 16.5% discount to the August 4, 2026 NYSE closing price of $371.15. Underwriters hold a 30-day greenshoe option for up to an additional 1,451,612 shares. This is a highly material, large-scale equity offering and is significantly dilutive to existing shareholders given the substantial discount to the prior close.

424B5Prospectus supplement (offering)Aug 5424B5
AI summary

CLS filed a 424B5 prospectus supplement for an offering of securities worth approximately $3,000,000,000. proceeds of the offering. This prospectus finalises a specific drawdown under CLS's existing shelf registration.

3New insider — initial holdingsJul 143
AI summary

Celestica (CLS) — Form 3 initial ownership for Steven Gregg Dorwart (President). Dorwart holds approximately 13,313 RSUs across multiple tranches at various vesting dates. Administrative — routine executive onboarding disclosure; no open-market purchases reported.

8-KOfficer or director changeJul 68-K — Item 5.02: Officer or director change
AI summary

Celestica Inc. disclosed that Jason Phillips, President of Connectivity and Cloud Solutions, will retire at the end of 2026. Effective immediately, Steven Dorwart succeeds Phillips as President, Connectivity and Cloud Solutions; Phillips will serve in an advisory capacity through year-end. This is an orderly planned leadership transition within Celestica's cloud and connectivity segment — routine succession with no operational disruption indicated.

8-KShareholder voteMay 198-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Celestica Inc. held its 2026 Annual Meeting of Shareholders on May 19, 2026, with 75.88 million shares (~66% quorum) represented out of 114.97 million outstanding as of the March 27, 2026 record date. Shareholders elected all director nominees, approved appointment of auditors, and voted favorably on named executive officer compensation (68.5M for, 2.5M against, 919K abstain). The company issued a concurrent press release on voting results (Item 8.01). All proposals passed without material opposition in a routine governance filing for this electronic manufacturing services company.

+ 7 other (2 10-Qs · 2 earnings 8-Ks · 1 3 · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is Celestica (CLS) a Buy as Wall Street Analysts Look Optimistic?zacks.com·2d agoCelestica stock flashes a risky chart pattern even as analysts stay bullishinvezz.com·4d agoCelestica vs. SpaceX: Which Aerospace Stock is the Better Buy Now?zacks.com·4d agoCelestica (CLS) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·4d agoCelestica, Inc. (CLS) is Attracting Investor Attention: Here is What You Should Knowzacks.com·8d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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