Celestica
CLS · NYSE · Technology
$332.63
+$2.73 (+0.82%) today
Market Cap
$41.95B
24h Volume
$560.6M
P/E Ratio
34.5
52w High
$472.40
52w Low
$233.67
Est. AI Revenue
55%
7-Day Sparkline (Static)
Company facts
Performance
About Celestica
Celestica is an electronics manufacturing services company that designs and builds hardware for other companies. It operates two segments: Connectivity & Cloud Solutions, which serves hyperscalers and enterprise data center customers, and Advanced Technology Solutions, which serves aerospace, defense, industrial, and health technology markets. It earns revenue on manufacturing programs and on hardware platforms it designs itself.
The AI story runs through Connectivity & Cloud Solutions. The segment builds 800G networking switches, AI compute systems, and storage hardware for hyperscale data centers. Its Hardware Platform Solutions business goes beyond contract assembly, designing complete switch and server platforms that cloud providers buy directly, which carries better margins than traditional outsourced manufacturing.
Founded in 1994 as a spinout from IBM, Celestica is headquartered in Toronto, Canada, employs about 23,800 people, and trades on the NYSE.
Celestica in the AI buildout
Celestica sits in the EMS & Manufacturing layer and the Networking layer of the AI buildout. When hyperscalers order the switches, compute trays, and storage systems that fill AI data centers, Celestica is one of the companies that actually manufactures them. Its 800G networking hardware moves traffic between GPU clusters, and its Hardware Platform Solutions designs give it its own products in the rack rather than just assembly contracts. Its fortunes track hyperscaler capital spending directly.
CLS is tracked in EMS & Manufacturing and Networking & Optics, rated Core on the AI Exposure leaderboard.
By the numbers
52-week range
CLS trades at $332.63, 41% of the way up its 52-week range of $233.67 to $472.40.
Market cap
Market capitalization is $41.95B, with an AI Exposure Score of 85 out of 100.
Valuation vs peers
Its P/E ratio of 34.5 is in line with the EMS & Manufacturing category median of 37.5.
Next earnings
Celestica is next expected to report earnings on October 26, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Celestica Inc. do?
Celestica is an electronics manufacturing services company based in Toronto. It designs and builds hardware for other companies, from networking switches and servers for cloud providers to electronics for aerospace, defense, industrial, and health technology customers.
How is Celestica Inc. exposed to AI?
Supercycle rates Celestica Core with an AI Exposure Score of 85 out of 100. Its Connectivity & Cloud Solutions segment builds 800G switches and AI compute systems for hyperscalers, and that AI infrastructure work is now the dominant driver of the business.
What are Celestica's main AI products?
Celestica manufactures 800G networking switches, AI compute and storage systems, and full hardware platforms through its Hardware Platform Solutions business. These products go into the hyperscale data centers that train and run AI models, making Celestica a direct beneficiary of the buildout.
Is CLS a pure play AI stock?
Not quite. Celestica scores at the top of the Core tier because hyperscaler AI hardware drives most of its growth, but its Advanced Technology Solutions segment still serves aerospace, defense, industrial, and health technology markets unrelated to AI.
Who leads Celestica?
Robert Mionis has served as president and CEO of Celestica since 2015, a period that covers its shift from traditional contract manufacturing toward hyperscaler data center hardware. The company is headquartered in Toronto, Canada and employs about 23,800 people.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
Related reading
- What are AI infrastructure stocks? The 12 layers, explained · AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.