Celestica (NYSE:CLS) Issues FY 2026 Earnings Guidance

Celestica (NYSE:CLS) (TSE:CLS) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 8.750-8.750 for the period, compared to the consensus earnings per share 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.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. JPMorgan Chase & Co. upped their target price on shares of Celestica from $295.00 to $360.00 and gave the company an “overweight” rating in a research note on Wednesday, October 29th. New Street Research set a $400.00 target price on Celestica in a research note on Wednesday, October 29th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $400.00 price objective on shares of Celestica in a research report on Thursday, January 22nd. Aletheia Capital raised their target price on shares of Celestica from $330.00 to $410.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Finally, Stifel Nicolaus reiterated a “buy” rating and issued a $385.00 price target (up previously from $230.00) on shares of Celestica in a report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Celestica has a consensus rating of “Moderate Buy” and an average price target of $344.24.

Celestica Stock Up 3.8%

Shares of Celestica stock traded up $12.50 during trading hours on Wednesday, reaching $345.67. 5,073,723 shares of the company’s stock were exchanged, compared to its average volume of 2,782,897. The stock 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. The company has a 50 day moving average of $310.09 and a two-hundred day moving average of $264.95. Celestica has a fifty-two week low of $58.05 and a fifty-two week high of $363.40.

Celestica (NYSE:CLS) (TSE:CLS) last posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $1.80 EPS for the quarter, topping analysts’ consensus estimates of $1.73 by $0.07. Celestica had a return on equity of 30.53% and a net margin of 6.35%.Celestica has set its FY 2026 guidance at 8.750-8.750 EPS and its Q1 2026 guidance at 1.950-2.150 EPS. On average, sell-side analysts forecast that Celestica will post 4.35 EPS for the current fiscal year.

Insider Buying and Selling at Celestica

In other Celestica news, Director Laurette T. Koellner purchased 6,000 shares of the firm’s stock in a transaction dated Thursday, October 30th. The shares were bought at an average price of $341.67 per share, for a total transaction of $2,050,020.00. Following the purchase, the director owned 6,000 shares in the company, valued at approximately $2,050,020. This trade represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.52% of the company’s stock.

More Celestica News

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 Investors Weigh In On Celestica

A number of institutional investors have recently added to or reduced their stakes in the business. Measured Wealth Private Client Group LLC bought a new position in Celestica during the 3rd quarter worth approximately $289,000. Lido Advisors LLC bought a new position in Celestica during the third quarter worth $293,000. Ashford Capital Management Inc. bought a new position in Celestica during the third quarter worth $298,000. Orion Porfolio Solutions LLC acquired a new position in Celestica in the second quarter valued at $319,000. Finally, Great Valley Advisor Group Inc. bought a new stake in Celestica during the second quarter valued at $324,000. 67.38% of the stock is owned by institutional investors.

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.