Celestica
ConvictionStrong
Contract manufacturing + design/systems integration: builds and integrates hardware (networking switches, AI/ML compute servers, storage, plus industrial/aerospace/healthtech products) for OEMs and hyperscalers. Two segments: Connectivity & Cloud Solutions (CCS, includes the higher-value Hardware Platform Solutions / HPS business) and Advanced Technology Solutions (ATS: aerospace & defense, industrial, healthtech, capital equipment).
Revenue
$12.39BFY2025); $4.05B (Q1 2026Rev growth
+28% FY2025 YoY+53% Q1 2026 YoYGross margin
~11% non-GAAPFY2025 adj gross margin 11.4%; Q1 2026 11.3%; EMS-typical low gross marginOp margin
~8% adjustedFY2025 7.5%; Q1 2026 8.0%; FY2026 guide 8.1%Capex intensity
Low~1-2% of revenue (asset-light EMS modelMarket cap
~$38.8BNYSE: CLS, ~$338.50/sh, early July 2026; dual-listed on TSX as CLSThe read
Where our coverage leans
Coverage leans bullish
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Full financial intelligence for Celestica
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage 2026-07· sign in (free) for the analyst summary; Pro unlocks full intelligence