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Celestica

CLS

Celestica is a technology leader specializing in design, engineering, manufacturing, and supply chain solutions for critical data center infrastructure and high-growth markets.

Market cap
$41.48B+126%
Revenue$13.8B+36.7%
Net income$958.6M+127%
Free cash flow$491.5M+49.4%
EPS (diluted)$8.26+131%
Trailing twelve months · change vs. prior year

Earnings

Next report

Jul 27, 2026 (In 2 weeks)
Revenue estimate$4.2B
EPS estimate$2.28

Financials

Q1 2026

Income statement

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Revenue$4.0B+52.8%
Gross profit$437.2M+59.6%
Operating income$272.1M+111%
Net income$212.3M+146%
EPS (diluted)$1.83+147%

Balance sheet

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Cash & equivalents$378.0M+24.8%
Total debt$998.2M-12.3%
Total equity$2.1B+34.8%
Total assets$8.3B+41.6%

Cash flow

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Operating cash flow$356.3M+173%
CapEx$229.5M+525%
Free cash flow$126.8M+35.5%

Valuation & ratios

Valuation

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Market cap$41.48B+126%
Enterprise value$42.1B+121%
P/E43.3×+9.3×
P/S+1.3×

Profitability

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Gross margin12%+1.3pp
Operating margin8.6%+2.6pp
Net margin7%+2.8pp
FCF margin3.6%+0.3pp

Returns & leverage

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Return on equity52.5%+26.6pp
Debt / equity0.5×-0.3×
Current ratio1.3×-0.2×

Segments

By segment

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CCS$3.2B+76.0%
ATS$806.0M-0.1%

Competitors

Profile

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.

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.

GeographiesNorth America, Asia, Europe
Customer segmentsHyperscalers, Enterprise, Government, Healthcare Providers
Business modelOriginal Design Manufacturing (ODM), Electronics Manufacturing Services (EMS), Joint Design and Manufacturing (JDM), Hardware-as-a-Service
SuppliersElectronic component suppliers, Semiconductor manufacturers, Logistics and freight partners, Raw material providers
CustomersCloud service providers, Data center operators, Industrial equipment manufacturers, Medical device companies, Defense contractors
CountryCanada
Listed1998
Employees26.6K
CEORobert Andrew Mionis
FilingsSEC EDGAR

Questions, answered.

What is Celestica's market cap?
Celestica (CLS) has a market capitalization of $41.5B and trades on NYSE.
What is Celestica's revenue and profitability?
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.
Who are Celestica's competitors?
Celestica's key competitors include Sanmina, Jabil, Flex, and others. These companies compete in similar markets and product categories.
Who does Celestica partner with?
Celestica's notable partners include IBM.
Where is Celestica headquartered?
Celestica is headquartered in Canada and employs approximately 26,554 people. It has been publicly traded since 1998.