Celestica Inc. continues to impress with its strong earnings performance, driven by high demand in AI infrastructure.
On July 27, 2026, Celestica Inc. (CLS.TO) reported its second-quarter earnings, showcasing an impressive adjusted earnings per share (EPS) of $2.54, beating the consensus estimate of $2.31 by 10%. This performance highlights the company's strategic position in the fast-changing electronics manufacturing sector, especially in AI infrastructure.
Recent earnings trend
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Celestica Inc.
CLS.TO
CLS.TO
Celestica Inc.
WealthAwesomeMarket cap
$56.58B
P/E
36.3x
52W high
$655.50
52W low
$240.49
1W change
-2.46%
Beta
1.51
Analyst Price Targets
Based on analyst covering CLS
Wall Street analysts forecast CLS stock price to rise 47.0% over the next 12 months.
Consensus
BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$678.46
+47.0% Upside
Current Price
C$461.40
Last close
Analyst ratings and price targets are updated periodically. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on CLS's historical volatility
30-Day Vol
78.2%
Annualized
90-Day Vol
82.2%
Annualized
Trend (90d)
-50.0%
Annualized drift
90d Mean
C$385.94
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$434.74 | C$331.87 – C$569.48 |
| 60 trading days | C$409.62 | C$279.61 – C$600.06 |
| 90 trading days | C$385.94 | C$241.79 – C$616.05 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ±1σ, 95% band = ±2σ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
Analyst coverage: 16 analyst(s) cover this name; upcoming EPS consensus is available.
Beat estimates in 4 of the last 4 comparable quarter(s).
| Fiscal period | Report date | Actual EPS | Estimate | Surprise |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-27 | 2.5400 | 2.3100 | +10.0% |
| 2026-03-31 | 2026-04-27 | 2.1600 | 2.0800 | +3.8% |
| 2025-12-31 | 2026-01-28 | 1.8900 | 1.7600 | +7.4% |
| 2025-09-30 | 2025-10-27 | 1.5800 | 1.4900 | +6.0% |
| 2025-06-30 | 2025-07-28 | 1.3900 | 1.2300 | +13.0% |
| 2025-03-31 | 2025-04-24 | 1.2000 | 1.1200 | +7.1% |
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Investor takeaway: Celestica's ability to consistently exceed earnings expectations shows its strong operational momentum and high demand for its products in AI-driven markets. Investors should think about how this earnings beat could impact future growth and market positioning.
10.0% EPS Surprise
Celestica's adjusted EPS of $2.54 represents a 9.96% surprise over the consensus estimate, keeping its streak of exceeding earnings expectations for four consecutive quarters.
Bull case
The strong demand for AI infrastructure and Celestica's investments in high-value technology solutions set the company up for continued growth. As more businesses adopt advanced networking and cloud solutions, Celestica has a solid foundation for future revenue and earnings expansion.
Bear case
Even with its strong performance, Celestica faces tough competition and potential market volatility from geopolitical uncertainties and supply chain issues. Investors should be cautious about the company's valuation, which is higher than historical norms.
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