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CLCLS

Celestica Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeStrong bullish X conversation
$CLS·$35B·Hardware, Equipment & Parts·Technology
$322.29-8.0%YTD+17.5%1Y+102.0%
Mentions · last 7 days
2026-07-21: 37 posts2026-07-22: 31 posts2026-07-23: 106 posts2026-07-24: 49 posts2026-07-25: 33 posts2026-07-26: 41 posts2026-07-27: 277 posts574+8%
Price updated 13m ago·X counts updated 2d ago
CLCLS
$CLSCelestica Inc.
$322.29-7.97%574 posts+8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CLS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-29

The move is getting stronger, with heavier trading behind it.

Monster Q2: revenue +62% YoY, FY26 guide raised, 2027 growth to accelerate beyond 65% — 'AI spending slowdown' just got crushed.

Celestica is the electronics-manufacturing-services (EMS) provider that has quietly become one of the biggest AI-infrastructure winners — building TPU servers and AMD Helios systems for hyperscalers under the hood. The Q2 print didn't just beat, it re-anchored the whole growth trajectory.

Where the acceleration is unambiguous:

  • The Q2 beat was big on both lines: revenue $4.70B beat $4.30B (+62% YoY) and EPS $2.54 beat $2.25 (+82.7% YoY), with FY26 revenue guide raised to $20.5B and EPS raised to $11.30 — both above prior Street numbers, so the print reset the whole valuation math upward.
  • The 2027 setup is more aggressive than the FY26 raise: management signaled 2027 growth will accelerate beyond the 65% pace, which is unusual guidance for an EMS name that historically prints high-single-digit revenue growth — a re-rating away from the EMS-multiple bucket toward the AI-hyperscaler-beneficiary cohort.
  • The CCS segment did the heavy lifting: Connectivity & Cloud Solutions grew +84% YoY to $3.81B on TPU-server and AMD Helios exposure, which decisively crushes the 'AI spending slowdown' narrative that had held the stock earlier in the year.

At 59% of the 52-week range with the tape near the 50-day and 7% above the 200-day, this is accelerating with real room. What would invalidate is a specific hyperscaler order-book pullback or CCS-margin miss on the October 26 print — without one, the raised guide does the work through year-end.

Agrees with X sentimentAgree with the uniformly bullish tape: +62% YoY revenue, EPS $2.54 vs $2.25, raised FY26 guide and 2027 growth accelerating beyond 65% is exactly the setup that decisively crushes the 'AI spending slowdown' narrative. There's no coherent bear voice in the chatter — the print itself is the argument.

What to watch: October 26 Q3 print — a specific hyperscaler order-book pullback or a CCS-margin miss would call the raised guide into question; without either, the acceleration extends through year-end.

On the calendar: 2026-10-26 — Q3 2026 earnings

acceleratinghyperscaler emsraised guide

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment31 posts analyzed · as of 2026-07-28

Celestica delivered a monster Q2 beat with revenue at $4.70B beating $4.30B (+62% YoY) and EPS of $2.54 beating $2.25 (+82.7% YoY), raising FY26 revenue guide to $20.5B and EPS to $11.30 (both above Street), and indicating 2027 growth will accelerate beyond 65% pace. CCS segment (TPU servers/AMD Helios) drove +84% YoY revenue growth to $3.81B, framed as decisively crushing the 'AI spending slowdown' narrative. Stock jumped ~10% AH near $350. Sentiment is uniformly bullish.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $CLS

Partial — Contract manufacturer building servers, networking equipment, and electronics for hyperscalers and aerospace-defense customers; partial earnings exposure to hardware, equipment & parts demand dynamics through its product portfolio.

Top industry ETF

$SOXXiShares Semiconductor ETF
+70.8%YTD
+100.0%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 $2.68

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

4-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$18.8B$18.8B – $18.9B$10.07$10.06 – $10.0911
FY27$27.1B$25.2B – $28.5B$15.03$13.70 – $16.1613
FY28$33.9B$33.7B – $34.0B$18.86$17.32 – $21.408
FY29$46.4B$43.5B – $49.5B$25.64$23.58 – $27.937

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.4.0×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.59%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.-3.0%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.+7.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 113.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.8% 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.β2.065-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.

Insider activity

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

Recent transactions

SellJun 17Robert MionisCEO18.2K sh$7.0MSellJun 16Robert MionisCEO55.8K sh$21.6MSellJun 15Robert MionisCEO64.7K sh$25.9MSellJun 15Mandeep ChawlaCFO2.9K sh$1.2MSellMay 19Wilson Michael MaxDirector4.2K sh$1.4MSellFeb 4Parker Douglas MichaelChief Legal Officer948 sh$271KSellFeb 4Yann L EtienvreChief Operations Officer1.1K sh$325KSellFeb 4Todd C CooperPresident1.1K sh$302K
+ 51 other (25 awards · 13 exempts · 12 inkinds · 1 gift) 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 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.

3New insider — initial holdingsMay 53
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CLS on 2026-05-05, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KMaterial agreementApr 288-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

CLS entered into a credit agreement (8-K Item 1.01, dated 2026-04-28). Counterparty: Bank of America, N.A.. Size: approximately $750.0 million. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KOfficer or director changeMar 248-K — Item 5.02: Officer or director change
AI summary

CLS disclosed a personnel change (8-K Item 5.02, dated 2026-03-24). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

3/ANew insider — initial holdingsFeb 63/A
+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

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

Celestica: Massively Underpricedseekingalpha.com·1d agoThis Earnings Report Changed The Celestica Storyseekingalpha.com·1d agoCLS Q2 Earnings Beat Estimates on Strong CCS Demand, Outlook Raisedzacks.com·1d ago4 Stocks With Strong Interest Coverage Ratios to Buy in H2 2026zacks.com·1d agoCelestica Q2 Earnings Call Highlightsmarketbeat.com·1d ago

In themes

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