Celestica (NYSE:CLS) Updates 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 Stock Up 3.8%

Shares of Celestica stock opened at $345.67 on Thursday. The company has a fifty day moving average price of $310.75 and a 200 day moving average price of $265.51. The company has a current ratio of 1.47, a quick ratio of 0.88 and a debt-to-equity ratio of 0.37. Celestica has a twelve month low of $58.05 and a twelve month high of $363.40. The stock has a market cap of $39.77 billion, a price-to-earnings ratio of 56.12 and a beta of 1.87.

Celestica (NYSE:CLS) (TSE:CLS) last issued its earnings results on Monday, October 27th. The technology company reported $1.58 earnings per share for the quarter, topping the consensus estimate of $1.45 by $0.13. The company had revenue of $3.19 billion during the quarter, compared to the consensus estimate of $3.01 billion. Celestica had a return on equity of 30.53% and a net margin of 6.35%.The company’s revenue was up 27.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.04 earnings per share. Equities research analysts forecast that Celestica will post 4.35 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. BMO Capital Markets reaffirmed an “outperform” rating on shares of Celestica in a report on Monday. New Street Research set a $400.00 target price on Celestica in a research report on Wednesday, October 29th. JPMorgan Chase & Co. increased their price target on Celestica from $295.00 to $360.00 and gave the company an “overweight” rating in a report on Wednesday, October 29th. CIBC raised their price objective on Celestica from $315.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Finally, UBS Group lifted their price objective on Celestica from $208.00 to $350.00 and gave the stock a “neutral” rating in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Celestica has a consensus rating of “Moderate Buy” and an average price target of $344.24.

More Celestica News

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Q4 results beat and revenue surge — Celestica posted quarterly EPS and revenue above expectations with revenue up ~43% year-over-year, signaling strong demand across its businesses. Celestica Announces Fourth Quarter and FY 2025 Financial Results
• Positive Sentiment: Raised guidance — management raised Q1 and full‑year 2026 EPS and revenue guidance well above consensus (Q1 EPS and FY EPS both raised), giving investors clearer forward visibility and upward earnings leverage. Press Release / Slide Deck
• Positive Sentiment: Analyst support — Bank of America initiated coverage with a Buy and a $400 target, and RBC reiterated a Buy, adding institutional momentum behind the stock. Bank of America Initiates Coverage RBC Capital Remains a Buy on Celestica
• Neutral Sentiment: Annual meeting date set — Celestica announced its hybrid Annual Meeting for May 19, 2026; routine corporate governance item with limited immediate market impact. Celestica Announces 2026 Annual Meeting of Shareholders
• Neutral Sentiment: Third‑party bullish writeups — several bullish theses and sector writeups circulated, which can help sentiment but are not substantive company disclosures. Celestica Inc. (CLS): A Bull Case Theory
• Negative Sentiment: Investor litigation notice — Pomerantz LLP announced an investigation into Celestica on behalf of investors, creating legal overhang and potential headline risk. Pomerantz Investigates Claims on Behalf of Investors
• Negative Sentiment: Mixed intraday reaction — some outlets noted an initial share drop despite the beat/raised outlook (likely profit-taking, rotation or short-term technical selling), which can produce volatility even after a strong print. Celestica Shares Drop Despite Q4 Earnings Beat

Institutional Trading of Celestica

A number of institutional investors and hedge funds have recently modified their holdings of the business. CIBC Bancorp USA Inc. bought a new stake in shares of Celestica during the 3rd quarter valued at about $946,000. Coldstream Capital Management Inc. bought a new position in shares of Celestica during the third quarter valued at approximately $213,000. Advisory Services Network LLC raised its position in shares of Celestica by 4.5% during the 3rd quarter. Advisory Services Network LLC now owns 29,264 shares of the technology company’s stock worth $7,210,000 after purchasing an additional 1,263 shares during the period. Tcfg Wealth Management LLC bought a new stake in shares of Celestica in the 3rd quarter worth approximately $285,000. Finally, Kestra Private Wealth Services LLC boosted its position in Celestica by 1.4% during the 3rd quarter. Kestra Private Wealth Services LLC now owns 15,490 shares of the technology company’s stock valued at $3,816,000 after purchasing an additional 220 shares during the period. 67.38% of the stock is owned by institutional investors and hedge funds.

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.