Professional
Added to YB: 2026-07-24
Pitch date: 2026-07-16
CLS [neutral]
Celestica Inc.
+15.61%
current return
Author Info
No bio for this author
Company Info
Celestica Inc., together with its subsidiaries, provides supply chain solutions in Asia, North America, and internationally.
Market Cap
CAD 39.1B
Pitch Price
CAD 407.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.82
P/E
41.22
EV/Sales
2.88
Sector
Electronic Equipment, Instruments and Components
Category
growth
Deep Sail Capital Partners Portfolio Holding: Celestica Inc.
CLS (holding update): AI/cloud infra design leader transitioned from IBM contract mfr. CCS 80% rev; HPS/JDM drives margins (adj op margin 4-5%→8% Q1'26). Forecast 53% rev growth '26, 40% '27. 20.8x fwd EV/EBITDA, cheap vs peers. Debt/EBITDA 0.6x. Catalysts: 1.6T Ethernet, CPO wins, $1B capex, Google TPU. Risk: 65% top-3 customer concentration.
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