Celestica (NYSE:CLS) Issues FY 2026 Earnings Guidance

Celestica (NYSE:CLS) (TSE:CLS) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 8.750-8.750 for the period, compared to the consensus EPS estimate of 8.170. The company issued revenue guidance of $17.0 billion-$17.0 billion, compared to the consensus revenue estimate of $16.3 billion. Celestica also updated its Q1 2026 guidance to 1.950-2.150 EPS.

Celestica Price Performance

NYSE CLS traded down $4.76 on Friday, hitting $295.25. 674,800 shares of the company’s stock were exchanged, compared to its average volume of 2,967,485. The company has a current ratio of 1.47, a quick ratio of 0.88 and a debt-to-equity ratio of 0.37. The stock has a market cap of $33.96 billion, a price-to-earnings ratio of 41.18 and a beta of 1.87. Celestica has a 52 week low of $58.05 and a 52 week high of $363.40. The stock has a 50-day moving average of $311.10 and a 200-day moving average of $265.75.

Celestica (NYSE:CLS) (TSE:CLS) last posted its earnings results on Monday, October 27th. The technology company reported $1.58 EPS for the quarter, beating the consensus estimate of $1.45 by $0.13. Celestica had a return on equity of 35.87% and a net margin of 6.72%.The firm had revenue of $3.19 billion during the quarter, compared to the consensus estimate of $3.01 billion. During the same period last year, the company earned $1.04 earnings per share. The business’s quarterly revenue was up 27.8% on a year-over-year basis. Analysts expect that Celestica will post 4.35 earnings per share for the current year.

Wall Street Analyst Weigh In

CLS has been the topic of a number of research reports. Citigroup reissued a “buy” rating on shares of Celestica in a report on Friday. Wall Street Zen raised shares of Celestica from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Aletheia Capital raised their target price on Celestica from $330.00 to $410.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. Zacks Research lowered Celestica from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 29th. Finally, UBS Group raised their price objective on Celestica from $208.00 to $350.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Celestica has an average rating of “Moderate Buy” and an average target price of $346.12.

Celestica News Summary

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Q4 results beat and management lifted 2026 outlook — Celestica reported strong Q4 revenue (roughly $3.6B, +43% y/y) and EPS above estimates; management raised FY2026 revenue to $17.0B and increased margin/EPS guidance. Celestica Announces Fourth-Quarter and FY-2025 Financial Results
• Positive Sentiment: Upgraded guidance details — Q1 FY2026 guidance raised to $1.95–$2.15 EPS (vs. ~1.78 consensus) and revenue guidance to $3.9B–$4.2B; FY EPS guidance set at ~8.75 vs. consensus ~8.17 — signals confidence in AI/data‑center-driven demand. Earnings / Guidance Details
• Positive Sentiment: Bank of America initiates coverage with a Buy and $400 price target, which implies meaningful upside from current levels and supports the bullish thesis on AI/data-center exposure. Bank of America Begins Coverage on Celestica
• Neutral Sentiment: Analyst/commentary pieces positioning Celestica as an AI infrastructure compounder — bullish longer‑term narratives exist but are opinion‑driven and already partly priced in after guidance raise. Celestica Is Now A De-Risked AI Infrastructure Compounder
• Neutral Sentiment: Corporate housekeeping — Celestica set its 2026 Annual Meeting date (May 19, 2026); routine corporate governance item with limited immediate market impact. Annual Meeting Announcement
• Negative Sentiment: Market reaction to bigger near‑term spending — reports that Celestica accelerated ~$1B of CapEx for AI and boosted its spending plan triggered a sharp intraday selloff (shares fell double‑digits), as some investors worried about near‑term cash demands and execution risk. Celestica stock sinks over 15% as Canadian tech firm boosts spending plan
• Negative Sentiment: Investor litigation inquiry — Pomerantz LLP announced an investigation into Celestica on behalf of investors, which adds legal/ reputational risk and can pressure sentiment until resolved. Pomerantz Investigates Claims On Behalf Of Celestica Investors

Institutional Trading of Celestica

A number of large investors have recently modified their holdings of the business. Viking Global Investors LP bought a new position in shares of Celestica in the third quarter worth approximately $424,459,000. Marshall Wace LLP increased its position in shares of Celestica by 1,249.0% in the third quarter. Marshall Wace LLP now owns 278,928 shares of the technology company’s stock valued at $68,722,000 after acquiring an additional 258,251 shares during the period. BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp raised its stake in shares of Celestica by 66.3% during the third quarter. BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp now owns 449,128 shares of the technology company’s stock valued at $110,497,000 after acquiring an additional 178,983 shares during the last quarter. Balyasny Asset Management L.P. boosted its holdings in shares of Celestica by 5,412.4% during the third quarter. Balyasny Asset Management L.P. now owns 149,276 shares of the technology company’s stock worth $36,779,000 after purchasing an additional 146,568 shares during the period. Finally, Raymond James Financial Inc. grew its stake in shares of Celestica by 35.8% in the second quarter. Raymond James Financial Inc. now owns 522,872 shares of the technology company’s stock worth $81,626,000 after purchasing an additional 137,880 shares during the last quarter. Institutional investors own 67.38% of the company’s stock.

Celestica Company Profile

Celestica Inc is a multinational electronics manufacturing services (EMS) company that provides design, engineering, manufacturing and supply chain solutions to original equipment manufacturers across a range of industries. Headquartered in Toronto, Ontario, Canada, Celestica works with customers to develop and produce complex electronic and electro-mechanical products, integrating activities from product design and prototyping through high-volume assembly, testing and final system integration.

The company’s service offering typically includes product engineering and design support, printed circuit board assembly, box-build and systems assembly, automated test and inspection, aftermarket repair and refurbishment, and end-to-end supply chain and logistics management.