Celestica (NYSE:CLS) Releases Q1 2026 Earnings Guidance

Celestica (NYSE:CLS) (TSE:CLS) updated its first quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 1.950-2.150 for the period, compared to the consensus EPS estimate of 1.780. The company issued revenue guidance of $3.9 billion-$4.2 billion, compared to the consensus revenue estimate of $3.6 billion. Celestica also updated its FY 2026 guidance to 8.750-8.750 EPS.

Celestica Trading Up 3.8%

CLS stock traded up $12.50 during mid-day trading on Wednesday, reaching $345.67. 5,073,723 shares of the stock traded hands, compared to its average volume of 2,782,897. Celestica has a 52-week low of $58.05 and a 52-week high of $363.40. The stock’s fifty day moving average is $310.09 and its 200-day moving average is $264.95. The company has a market cap of $39.77 billion, a P/E ratio of 56.12 and a beta of 1.87. 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 (NYSE:CLS) (TSE:CLS) last issued its quarterly earnings results on Wednesday, January 28th. The technology company reported $1.80 EPS for the quarter, beating the consensus estimate of $1.73 by $0.07. Celestica had a net margin of 6.35% and a return on equity of 30.53%. Celestica has set its FY 2026 guidance at 8.750-8.750 EPS and its Q1 2026 guidance at 1.950-2.150 EPS. As a group, sell-side analysts expect that Celestica will post 4.35 earnings per share for the current year.

Analyst Ratings Changes

Several equities analysts have recently commented on CLS shares. New Street Research set a $400.00 price target on shares of Celestica in a report on Wednesday, October 29th. JPMorgan Chase & Co. raised their price objective on shares of Celestica from $295.00 to $360.00 and gave the company an “overweight” rating in a research report on Wednesday, October 29th. CIBC boosted their target price on shares of Celestica from $315.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. TD Securities set a $305.00 target price on shares of Celestica and gave the stock a “hold” rating in a research report on Wednesday, January 21st. Finally, Zacks Research downgraded Celestica from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $344.24.

Insider Buying and Selling at Celestica

In other news, Director Laurette T. Koellner purchased 6,000 shares of the business’s stock in a transaction on Thursday, October 30th. The stock was purchased at an average price of $341.67 per share, with a total value of $2,050,020.00. Following the acquisition, the director directly owned 6,000 shares in the company, valued at approximately $2,050,020. The trade was a ? increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.52% of the company’s stock.

Trending Headlines about Celestica

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Q4 results beat and guidance raise — Celestica reported Q4 EPS of $1.80 vs. consensus $1.73, and said Q4 revenue and adjusted EPS came in above the high end of guidance; management raised the 2026 annual outlook, which supports higher forward earnings expectations. Celestica Announces Fourth Quarter and FY 2025 Financial Results View Press Release (PDF)
• Positive Sentiment: Analyst initiation — Bank of America initiated coverage with a “buy” and $400 price target, signaling institutional conviction in growth and giving the stock additional buy-side support. BayStreet.CA
• Neutral Sentiment: Bullish commentary — Independent bullish write-ups (e.g., OppCost summarized on InsiderMonkey) outline long-term upside drivers — supply-chain services exposure, margin expansion and capital allocation — useful for investors doing deeper due diligence but are opinion-driven. Celestica Inc. (CLS): A Bull Case Theory
• Neutral Sentiment: Pre-earnings coverage and previews — several outlets ran previews and watchlists ahead of the release; these contextual pieces set expectations but did not move fundamentals. Celestica Q4 earnings on deck: What to expect 10 Earnings Reports That Might Fly Under the Radar Next Week
• Negative Sentiment: Investor litigation inquiry — Pomerantz LLP announced an investigation into Celestica on behalf of investors, introducing legal and reputational risk that could pressure the stock if it develops into a lawsuit or uncovers material issues. Monitor filings and company disclosures. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Celestica Inc. – CLS

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in CLS. Viking Global Investors LP bought a new stake in shares of Celestica in the 3rd quarter valued at approximately $424,459,000. Marshall Wace LLP boosted its stake in Celestica by 1,249.0% in the 3rd quarter. Marshall Wace LLP now owns 278,928 shares of the technology company’s stock valued at $68,722,000 after buying an additional 258,251 shares in the last quarter. BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp grew its position in Celestica by 66.3% in 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 period. Balyasny Asset Management L.P. raised its stake in 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 acquiring an additional 146,568 shares in the last quarter. Finally, Raymond James Financial Inc. raised its stake in Celestica by 35.8% during the second quarter. Raymond James Financial Inc. now owns 522,872 shares of the technology company’s stock worth $81,626,000 after acquiring an additional 137,880 shares in 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.