Celestica Inc. (CLS) Stock Price & Analysis

Celestica Inc. (CLS) closed at USD 269.01 on Thursday, October 22, 2026, down 11.69% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 304.61; the Oct 22, 2026 session ranged USD 267.7–291.99 on volume of 3,308,876 shares. Market capitalization is $33.93B, with a 52-week range of USD 244.51–474.03 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:48 UTC.

Also available as compact Markdown for AI agents: nexqual.com/CLS.md

Key facts (CLS)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (CLS)

USDFY2022FY2023FY2024FY2025TTM
Revenue$7.25B$7.96B$9.65B$12.4B$15.6B
Gross profit$650M$754M$1.03B$1.49B—
Operating income$289M$338M$599M$1.04B$1.37B
Net income$180M$244M$428M$833M$1.12B
EPS (diluted)$1.46$2.03$3.61$7.16—
Free cash flow$102M$201M$303M$458M$519M
Gross margin9.0%9.5%10.7%12.1%—
Operating margin4.0%4.2%6.2%8.4%8.8%
Net margin2.5%3.1%4.4%6.7%7.2%
Revenue growth—+9.8%+21.2%+28.5%—
Cash + short-term investments$375M$370M$423M$596M—
Total debt—$675M$797M$777M—

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (CLS)

P/E 30.4x · P/S 2.2x · EV/EBITDA 22.1x · EV/Sales 2.2x · P/FCF 65.4x · P/B 13.7x · FCF yield 1.53% · Earnings yield 3.29% · Buyback yield (TTM) 0.17% · Net debt $275M · EV $34.2B

P/E at fiscal year-ends: Dec 2025 41.3x, Dec 2024 25.6x, Dec 2023 14.4x.

Superinvestors (SEC 13F-HR, Q2 2026) (CLS)

2 of 80 tracked investors hold CLS. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

InvestorFirm% of portfolioValueChange
Sarah KettererCauseway Capital Management0.08%$7.1MReduced -21.0%
Lee AinslieMaverick Capital0.04%$4.7MAdded +10.4%

Insider sales (SEC Form 4, open-market, last ~7 months) (CLS)

12 of 13 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

Trade dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-09-23Cooper Todd CPresident20,118$7.2M21.5%Yes (adopted June 4, 2026)Too little history (no open-market trades in 2023 or 2024)
2026-09-23Mionis RobertChief Executive Officer23,396$8.5M3.4%Yes (adopted March 11, 2026)Too little history (no open-market trades in 2023 or 2024)
2026-08-13Mionis RobertChief Executive Officer23,496$8.5M3.3%Yes (adopted March 11, 2026)Too little history (no open-market trades in 2023 or 2024)
2026-08-05Mionis RobertChief Executive Officer51,061$18.8M6.7%Yes (adopted March 11, 2026)Too little history (no open-market trades in 2023 or 2024)
2026-08-04Mionis RobertChief Executive Officer98,453$36.3M11.4%Yes (adopted March 11, 2026)Too little history (no open-market trades in 2023 or 2024)
2026-08-04Chawla MandeepChief Financial Officer16,117$6.0M19.8%Yes (adopted March 13, 2026)Too little history (no open-market trades in 2023 or 2024)
2026-07-31Mionis RobertChief Executive Officer9,543$3.5M1.1%Yes (adopted March 11, 2026)Too little history (no open-market trades in 2023 or 2024)
2026-07-31Chawla MandeepChief Financial Officer883$324K1.1%Yes (adopted March 13, 2026)Too little history (no open-market trades in 2023 or 2024)
2026-06-17Mionis RobertChief Executive Officer18,176$7.0M2%Yes (adopted March 11, 2026)Too little history (no open-market trades in 2023 or 2024)
2026-06-16Mionis RobertChief Executive Officer55,768$21.6M5.9%Yes (adopted March 11, 2026)Too little history (no open-market trades in 2023 or 2024)
2026-06-15Mionis RobertChief Executive Officer66,056$26.4M6.5%Yes (adopted March 11, 2026)Too little history (no open-market trades in 2023 or 2024)
2026-06-15Chawla MandeepChief Financial Officer17,000$6.8M17.1%Yes (adopted March 13, 2026)Too little history (no open-market trades in 2023 or 2024)
2026-05-19Wilson Michael MaxDirector4,168$1.4M14.4%NoToo little history (no open-market trades in 2023 or 2024)

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (CLS)

Consensus Buy (mean 1.77 on a 1–5 scale), 22 analysts; mean target USD 473.91 (low 375, high 550).

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-09-30BernsteinInitiatedOutperform$520
2026-09-15FBN SecuritiesInitiatedOutperform$375
2026-08-24UBSUpgradeNeutral → Buy$410 → $430
2026-08-07BarclaysTarget loweredOverweight$430 → $406
2026-07-29JP MorganTarget raisedOverweight$445 → $485
2026-07-29Wolfe ResearchTarget raisedOutperform$425 → $475
2026-07-29BarclaysTarget loweredOverweight$441 → $430

Total return (dividends reinvested) (CLS)

1Y (from 2025-10-23)5Y (from 2021-10-18)
Total return-4.8%+2780.2%
S&P 500 (SPY)+14.9%+80.3%
Per year-4.9%+95.5%
Volatility (annualized)78.7%54.2%
Max drawdown-43.0% (Jun 2026→Oct 2026)-49.9% (Feb 2025→Mar 2025)

CLS revenue by business segment (quarter ended Jun 30, 2026)

LineRevenueShare of totalYoY
CCS$3.81B81.1%+83.7%
ATS$888.3M18.9%+8.4%
Total revenue$4.70B100%—

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

CLS suppliers, customers and competitors (named in its 10-K)

RelationshipCompanySentence in the filing
CustomerIBM (IBM)“In 1993, we began providing electronics manufacturing services to non-IBM customers.”
CustomerAmazon Fulfillment Services“Our CCS segment customers include Amazon Fulfillment Services, Inc., Meta Platforms, Inc., Google Inc., Ciena Corporation, Dell Technologies, Hewlett-Packard Enterprise, and IBM Corporation, Inc. Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc. We are focused on strengthening our relationships with strategic customers through the delivery of new and expanding end-to-end so…”
CustomerMeta Platforms (META)“Our CCS segment customers include Amazon Fulfillment Services, Inc., Meta Platforms, Inc., Google Inc., Ciena Corporation, Dell Technologies, Hewlett-Packard Enterprise, and IBM Corporation, Inc. Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc. We are focused on strengthening our relationships with strategic customers through the delivery of new and expanding end-to-end so…”
CustomerAlphabet (Google) (GOOGL)“Our CCS segment customers include Amazon Fulfillment Services, Inc., Meta Platforms, Inc., Google Inc., Ciena Corporation, Dell Technologies, Hewlett-Packard Enterprise, and IBM Corporation, Inc. Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc. We are focused on strengthening our relationships with strategic customers through the delivery of new and expanding end-to-end so…”
CustomerCIENA CORP (CIEN)“Our CCS segment customers include Amazon Fulfillment Services, Inc., Meta Platforms, Inc., Google Inc., Ciena Corporation, Dell Technologies, Hewlett-Packard Enterprise, and IBM Corporation, Inc. Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc. We are focused on strengthening our relationships with strategic customers through the delivery of new and expanding end-to-end so…”
CustomerDell Technologies (DELL)“Our CCS segment customers include Amazon Fulfillment Services, Inc., Meta Platforms, Inc., Google Inc., Ciena Corporation, Dell Technologies, Hewlett-Packard Enterprise, and IBM Corporation, Inc. Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc. We are focused on strengthening our relationships with strategic customers through the delivery of new and expanding end-to-end so…”
CustomerApplied Materials (AMAT)“Our CCS segment customers include Amazon Fulfillment Services, Inc., Meta Platforms, Inc., Google Inc., Ciena Corporation, Dell Technologies, Hewlett-Packard Enterprise, and IBM Corporation, Inc. Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc. We are focused on strengthening our relationships with strategic customers through the delivery of new and expanding end-to-end so…”
CustomerLAM Research and Honeywell“Our CCS segment customers include Amazon Fulfillment Services, Inc., Meta Platforms, Inc., Google Inc., Ciena Corporation, Dell Technologies, Hewlett-Packard Enterprise, and IBM Corporation, Inc. Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc. We are focused on strengthening our relationships with strategic customers through the delivery of new and expanding end-to-end so…”
CustomerNCS Global Services“As a result of the NCS acquisition, our amortization of customer and brand intangible assets increased by approximately $3 annually.”
CompetitorFlex (FLEX)“Our competitors in the EMS industry include Benchmark Electronics, Inc., Flex Ltd., Hon Hai Precision Industry Co., Ltd., Jabil Inc., Plexus Corp., and Sanmina Corporation, as well as smaller EMS companies that often have a regional, product, service or industry-specific focus.”
CompetitorHon Hai (Foxconn)“Our competitors in the EMS industry include Benchmark Electronics, Inc., Flex Ltd., Hon Hai Precision Industry Co., Ltd., Jabil Inc., Plexus Corp., and Sanmina Corporation, as well as smaller EMS companies that often have a regional, product, service or industry-specific focus.”
CompetitorJabil (JBL)“Our competitors in the EMS industry include Benchmark Electronics, Inc., Flex Ltd., Hon Hai Precision Industry Co., Ltd., Jabil Inc., Plexus Corp., and Sanmina Corporation, as well as smaller EMS companies that often have a regional, product, service or industry-specific focus.”
CompetitorSanmina (SANM)“Our competitors in the EMS industry include Benchmark Electronics, Inc., Flex Ltd., Hon Hai Precision Industry Co., Ltd., Jabil Inc., Plexus Corp., and Sanmina Corporation, as well as smaller EMS companies that often have a regional, product, service or industry-specific focus.”
CompetitorQuanta Computer“Our ODM competitors provide product design capabilities and manufacturing services and include Quanta Computer Inc., Wiwynn Corporation, and Accton Technology Corp. In some markets, particularly in data center switching, we also face competition from OEMs (including Arista Networks, Inc., Cisco Systems, Inc. and others), where customers may decide between the use of customized (ODM) and off-the-shelf (OEM) solutio…”
CompetitorArista Networks (ANET)“Our ODM competitors provide product design capabilities and manufacturing services and include Quanta Computer Inc., Wiwynn Corporation, and Accton Technology Corp. In some markets, particularly in data center switching, we also face competition from OEMs (including Arista Networks, Inc., Cisco Systems, Inc. and others), where customers may decide between the use of customized (ODM) and off-the-shelf (OEM) solutio…”
CompetitorCisco (CSCO)“Our ODM competitors provide product design capabilities and manufacturing services and include Quanta Computer Inc., Wiwynn Corporation, and Accton Technology Corp. In some markets, particularly in data center switching, we also face competition from OEMs (including Arista Networks, Inc., Cisco Systems, Inc. and others), where customers may decide between the use of customized (ODM) and off-the-shelf (OEM) solutio…”

Quoted from the company's 10-K filed Feb 27, 2026.

Companies that name CLS in their SEC reports

Relationship to CLSCompanyFilingSentence
customerPenguin Solutions, Inc. (PENG)10-K Oct 20, 2026“Our contract manufacturers include NEC Corporation, Advantech Co., Ltd. and Celestica Inc. We often work with our suppliers in bidding for customers' design-in opportunities.”
competitorFabrinet (FN)10-K Aug 18, 2026“Competitors in the market for optical manufacturing services include Benchmark Electronics, Inc., Celestica Inc., InnoLight Technology (Suzhou) Ltd., Jabil Inc., Sanmina Corporation, Venture Corporation Limited and Eoptolink Technology Inc., Ltd., as well as the internal manufacturing capabilities of our customers.”
competitorSYPRIS SOLUTIONS INC (SYPR)10-K Mar 26, 2026“In the aerospace and defense electronics market, we compete primarily against other component suppliers such as Celestica Inc., Jabil Circuit, Inc. and Spartronics.”
competitorBENCHMARK ELECTRONICS INC (BHE)10-K Feb 24, 2026“Our competitors include Celestica Inc., Flex Ltd., Jabil Inc., Kimball Electronics Inc., Plexus Corp, and Sanmina Corporation.”
competitorUltra Clean Holdings, Inc. (UCTT)10-K Feb 23, 2026“Our principal competitors for gas delivery systems are Ichor Systems, Inc. and Fujikin Incorporated; our principal competitors for other critical subsystems are Foxsemicon Integrated Technology Inc., Jabil, Inc., VDL ETG, Celestica Inc. and Benchmark Electronics, Inc. For our gas delivery component solutions our principal competitors are Swagelok, Parker Hannifin, Fujikin and Watlow.”
competitorTD SYNNEX CORP (SNX)10-K Jan 27, 2026“We also compete against companies who participate within the hyperscale computing infrastructure market including Jabil Inc., Celestica, Flex Ltd., Quanta Computer Inc. and Wiwynn Corporation.”
competitorSANMINA CORP (SANM)10-K Nov 13, 2025“Our competitors include major global EMS providers, including Benchmark Electronics, Inc., Celestica, Inc., Flex Ltd., Hon Hai Precision Industry Co., Ltd. (Foxconn), Jabil Inc. and Plexus Corp., as well as other companies that have a regional, product, service or industry-specific focus.”

CLS company outlook (results filed Jul 27, 2026)

Quoted word-for-word from the SEC 8-K results press release.

CLS analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Sep 2026)$2.97$2.69+10.1%$5.47B18
Next quarter (ends Dec 2026)$3.49$2.92+19.4%$6.40B6
Current fiscal year (ends Dec 2026)$11.17$10.30+8.4%$20.61B21
Next fiscal year (ends Dec 2027)$19.45$14.87+30.8%$35.71B9

CLS options: expected move

Options price a move of about ±14.6% (±$39.10) by Oct 30, 2026, which includes earnings on Oct 26, 2026. Over the last 7 reports the stock moved ±12.5% on average.

ExpirationDaysATM implied volatilityExpected move
Oct 30, 20267123.0%±14.6%
Nov 6, 202614102.6%±16.7%
Nov 13, 20262193.3%±18.3%
Nov 20, 20262884.5%±19.0%
Nov 27, 20263582.1%±20.6%
Dec 4, 20264278.5%±21.5%
Dec 18, 20265676.2%±23.6%
Jan 15, 20278470.9%±27.4%

30-day implied volatility 84.8% vs 69.1% realized over the last 30 trading days. Put/call ratio (volume) 0.43. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 09:48 UTC)

PriceUSD 269.01
Change▼ 11.69% (down)
Previous CloseUSD 304.61
OpenUSD 289.69
Day RangeUSD 267.7 – 291.99
52-Week RangeUSD 244.51 – 474.03
Volume3,308,876 shares
Market Cap$33.93B
ExchangeNYQ

Technical Analysis (CLS)

Nexqual's technical model rates CLS "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:48 UTC.

Overall SignalSELL
RSI (14)31.13 (neutral)
vs SMA50Below (USD 330.67)
MACD-13.59 (negative)

Analyst Ratings (CLS)

Wall Street analysts rate CLS "Buy" based on 22 analysts, with a mean price target of USD 473.91 (range USD 375–550), per Nexqual as of October 23, 2026 at 09:48 UTC.

Consensus RatingBuy
Analyst Count22
Mean TargetUSD 473.91
High TargetUSD 550
Low TargetUSD 375
Buy / Hold / Sell22 / 0 / 0

Earnings (CLS)

Next Earnings Date2026-10-26
EPS EstimateUSD 2.97
Revenue Estimate$5.47B

Recent Earnings History

QuarterActual vs Estimate
2026-06-30USD 2.54 vs est 2.31 ▲ beat
2026-03-31USD 2.16 vs est 2.12 ▲ beat
2025-12-31USD 1.89 vs est 1.76 ▲ beat
2025-09-30USD 1.58 vs est 1.49 ▲ beat

Source: Nexqual, October 23, 2026 at 09:48 UTC.

Financials & Fundamentals (CLS)

Total Revenue$15.59B
Revenue Growth (latest quarter, YoY)+62.40%
Gross Margin+11.95%
Operating Margin+9.82%
Profit Margin+7.16%
ROE+52.69%
Debt / Equity0.4
Current Ratio1.23
Total Cash$537.00M
Total Debt$981.20M
Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K)$518.70M (3.3% of revenue)

Source: Nexqual, October 23, 2026 at 09:48 UTC.

Financial Health Score (CLS)

Nexqual rates Celestica Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:48 UTC.

GrowthStrong — Revenue +28% YoY (annual)
ProfitabilityWeak — Gross margin 12%, operating 10% (last 12 months)
Balance SheetSolid — $536M cash and investments vs $810M debt (Jun 2026, SEC)
Cash FlowMixed — FCF $519M (last 4 quarters to Jun 2026, SEC), slim 3.3% margin
EfficiencyStrong — ROE 53%, ROA 10.8%

Ownership (CLS)

Insider Ownership+0.97%
Institutional Ownership+67.41%
Shares Outstanding126.11M
Float114.05M
Short % of Float+3.55%

Source: Nexqual, October 23, 2026 at 09:48 UTC.

Leadership (CLS)

Celestica Inc. is led by Robert Andrew Mionis, CEO & Chair of the Board, per Nexqual as of October 23, 2026 at 09:48 UTC.

CEO & Chair of the BoardRobert Andrew Mionis
Group President of Global MarketsMandeep Chawla C.M.A.
President of Advanced Technology SolutionsTodd C. Cooper
Chief Financial OfficerTodd Ankenmann
Vice President of Investor Relations & Corporate DevelopmentCraig Oberg

Major Backers & Investors (CLS)

Notable institutional backers of Celestica Inc. include FMR, LLC, Fidelity, JPMorgan, according to Nexqual as of October 23, 2026 at 09:48 UTC.

Active Investors

InvestorStake
FMR, LLC6.7%
Fidelity3.95%
JPMorgan3.07%
Franklin Resources, Inc.2.2%
Jane Street Group, LLC1.67%
CIBC World Market, Inc.1.65%
Franklin Custodian Funds-FRANKLIN DYNATECH FUND1.59%
Shaw D.E. & Co., Inc.1.49%

Index Funds (Passive)

FundStake
Vanguard Group2.53%

Source: Nexqual, October 23, 2026 at 09:48 UTC.

From Celestica Inc.'s Latest SEC 10-K Filing (filed 2026-02-27)

Key Strengths & Strategy (as disclosed to the SEC)

Partnerships

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

SymbolNamePriceChange
FLEXFlex Ltd.USD 76.69▼ 11.08%
JBLJabil Inc.USD 267.41▼ 4.83%
TELTE Connectivity plcUSD 208.42▼ 2.65%
FNFabrinetUSD 317.67▼ 10.78%
GLWCorning IncorporatedUSD 123.99▼ 8.1%
TTMITTM Technologies, Inc.USD 73.89▼ 27.67%

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:48 UTC. This page is informational and not investment advice.

For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt