CELESTICA INC · Printed Circuit Boards

CLS

Low riskAI: Servers and networkingNext report: Around Jan 27, 2027 (est.)

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 83% in the latest quarter vs a year ago
Profitable every year for 9 years
Sales up 29% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 5% to their holdings in the quarter ending June 2026 (507 bought, 335 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$246.48-5.1% that day

Company value: $31.1B; Share price times all shares
Price vs profit (P/E): 23.3x; You pay about $23 for each $1 of yearly profit
Price vs sales: 1.7x; Company value is 1.7 times a year of sales
Cash vs value: 13%; Cash as a share of company value
Debt vs value: 2%; Debt as a share of company value

From CLS's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 11 quarters, from SEC filings

Sales, Sep '26

$5.8B+83% vs a year earlier

Mar '24Tap a barSep '26

Last 12 months: $18.2B, up 62% from the 12 months before.

What the price assumes

Your guesses, our math

Move the sliders to your own view of CLS. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +62% a yearProfit margin7%Last 12 months: 6.8%P/E at the end23xToday: 23.3x. Many steady companies trade at 12x to 25xShare count change-2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$67.7B

Profit in 5 years$4.7B

Price these guesses point to$955.98+288% vs $246.48 todayAbout +31% a year, before dividends

What today's price needs: with a 7% margin and a 23x P/E, sales could shrink about 0.9% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Word of mouth

Updated daily

Talk in stock forums, today: High; 26 mentions today, 2.0x the day before (#20 of all stocks)
People looking up the company, yesterday: 2.2x normal; 253 views vs about 116 on a usual day
Trending list: #5; Among stocks people are talking about most today

Forum talk counts mentions of CLS in popular online stock forums, a slice of the internet rather than all of it. Company lookups show interest in the company itself, which can come from news that isn't about the stock. Attention isn't quality.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

5/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.40.5%
PassDebt under half of equityNot relying on borrowed money.0.34x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.6.7%
PassProfitable every yearSteady profits, not one good year.9 of 9 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$659.5M
PassShare count not growingNot diluting owners. Falling means buybacks.-6.0% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.12.1%

Revenue: $12.4B; +28.5% vs prior year
Total debt: $750.5M; 0.34x equity
Current ratio: 1.44x; short-term assets / bills due
Free cash flow: $659.5M; 5.3% of revenue

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.