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Celestica

CLSNYSEStock Fundamentals

Celestica is a technology leader specializing in design, engineering, manufacturing, and supply chain solutions for critical data center infrastructure and high-growth markets. The company enables advanced technologies for AI, cloud, and hybrid cloud environments through its dual role as an Electronics Manufacturing Services (EMS) provider and an Original Design Manufacturer (ODM). Its core value proposition lies in managing the entire product lifecycle, from hardware design and IP development to complex mechanical assembly and global logistics.

Market Cap$42.8B
Revenue TTM$13.8B
Net Income TTM$958.6M
P/E Ratio44.68
Net Margin6.95%
EPS TTM$8.25
Free Cash Flow TTM$491.5M
Employees26.6K
CEORobert Andrew Mionis
CountryCanada
Technology
Hardware, Equipment & Parts
SegmentsElectronic Manufacturing Services, Cloud Infrastructure, Semiconductor Equipment, Aerospace & Defense
Business ModelsOriginal Design Manufacturing (ODM), Electronics Manufacturing Services (EMS), Joint Design and Manufacturing (JDM), Hardware-as-a-Service
Most Recent EarningsApr 27, 2026 · 18 days agoQ1 2026
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Next EarningsJul 27, 2026 · in 2 monthsAfter Market Close · Q2 2026

Financials

Based on Q1 2026 filing

Gross Margin12.02%
Op. Margin8.59%
ROE52.45%
D/E47.57%
Current Ratio1.26
Total Debt$998.2M
Cash$378.0M
CapEx TTM$394.0M

Gross Profit

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Net Income

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Operating Cash Flow

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Free Cash Flow

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EPS (Diluted)

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Business Segments

Connectivity and Cloud Solutions (CCS)

primary

This segment focuses on communications and enterprise end markets, primarily serving the infrastructure needs of hyperscale data centers and cloud service providers. It includes the high-growth Hardware Platform Solutions (HPS) business, which provides customized ODM design and manufacturing for networking and server technologies.

Products

Networking switches, Optical systems, Data center racks, AI/ML compute servers, Storage products, Hardware Platform Solutions (HPS)

Customers

Hyperscalers, Cloud-based service providers, Digital native companies, Hardware OEMs, Enterprise customers

Advanced Technology Solutions (ATS)

major

This segment serves diversified and often highly regulated markets including aerospace, defense, industrial, and healthcare. It operates primarily under a traditional EMS model, providing specialized manufacturing, precision machining, and engineering-focused engagements for complex systems.

Products

Semiconductor equipment, Surgical instruments, Diagnostic imaging systems, Patient monitoring devices, Aerospace electronics, Industrial automation controls, Telematics, Energy management products

Customers

Aerospace and Defense OEMs, Industrial OEMs, HealthTech companies, Semiconductor capital equipment manufacturers

Segment Financials

CCS — Revenue

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CCS — Cost of Sales

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CCS — Other segment costs

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ATS — Revenue

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ATS — Cost of Sales

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ATS — Other segment costs

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Business Overview

Competitive Position

A leading global provider of end-to-end product lifecycle solutions, increasingly pivoting from traditional EMS to high-margin ODM and AI-infrastructure design.

Geographies

North America, Asia, Europe

Customer Segments

Hyperscalers, Enterprise, Government, Healthcare Providers

Upstream Dependencies

Electronic component suppliers, Semiconductor manufacturers, Logistics and freight partners, Raw material providers

Downstream Customers

Cloud service providers, Data center operators, Industrial equipment manufacturers, Medical device companies, Defense contractors

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Celestica FAQ

Common questions about Celestica

Celestica is a technology leader specializing in design, engineering, manufacturing, and supply chain solutions for critical data center infrastructure and high-growth markets. The company enables advanced technologies for AI, cloud, and hybrid cloud environments through its dual role as an Electronics Manufacturing Services (EMS) provider and an Original Design Manufacturer (ODM). Its core value proposition lies in managing the entire product lifecycle, from hardware design and IP development to complex mechanical assembly and global logistics.

Celestica (CLS) has a market capitalization of $42.8B and trades on NYSE.

Celestica generated $13.8B in trailing twelve-month revenue with net income of $958.6M, representing a net margin of 7.0%. Gross margin stands at 12.0%, with free cash flow of $491.5M. These figures are based on the Q1 2026 filing.

Celestica's key competitors include Flex, Jabil, Sanmina, and others. These companies compete in similar markets and product categories.

Celestica has approximately 26,554 employees.