Celestica Inc. (CLS) Stock Falls on Q1 2026 Earnings

Celestica Inc. (CLS) reported first-quarter 2026 revenue of $4.05 billion, up 52.8% year-over-year.

Gross profit: $437.2 million, up 59.6% year-over-year.

Operating profit: $272.1 million, up 111.3% year-over-year.

Net income attributable to common shareholders: $212.3 million, up 146.3% year-over-year.

Diluted earnings per share: 1.83, up 147.3% year-over-year.

Cash from operating activities: $356.3 million, up 173.5% year-over-year.

Purchases of property, plant and equipment: $229.5 million (cash outflow), up 525.3% year-over-year.

Cash and cash equivalents: $378.0 million, up 24.8% year-over-year.

Cost of sales: $3.61 billion, up 52.0% year-over-year.

Total liabilities: $6.16 billion, up 44.0% year-over-year.

Shares moved -7.44% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Celestica Inc. Insider Trading Activity

Celestica Inc. insiders have traded $CLS stock on the open market 20 times in the past 6 months. Of those trades, 4 have been purchases and 16 have been sales.

Here’s a breakdown of recent trading of $CLS stock by insiders over the last 6 months:

JASON PHILLIPS (President) has made 0 purchases and 2 sales selling 120,000 shares for an estimated $36,892,200.
YANN L ETIENVRE (Chief Operations Officer) has made 0 purchases and 4 sales selling 96,561 shares for an estimated $28,082,037.
TODD C COOPER (President) has made 0 purchases and 3 sales selling 90,549 shares for an estimated $26,024,113.
LEILA WONG (Chief Human Resources Officer) has made 0 purchases and 3 sales selling 33,110 shares for an estimated $9,617,636.
LAURETTE T KOELLNER has made 4 purchases buying 6,000 shares for an estimated $2,050,025 and 0 sales.
DOUGLAS MICHAEL PARKER (Chief Legal Officer) has made 0 purchases and 4 sales selling 3,672 shares for an estimated $1,052,271.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

Celestica Inc. Hedge Fund Activity

We have seen 374 institutional investors add shares of Celestica Inc. stock to their portfolio, and 396 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 3,657,874 shares (+5806149.2%) to their portfolio in Q4 2025, for an estimated $1,081,304,133
WHALE ROCK CAPITAL MANAGEMENT LLC removed 1,110,944 shares (-37.1%) from their portfolio in Q4 2025, for an estimated $328,406,155
FMR LLC removed 1,106,322 shares (-13.0%) from their portfolio in Q4 2025, for an estimated $327,039,846
AQR CAPITAL MANAGEMENT LLC added 1,066,543 shares (+inf%) to their portfolio in Q4 2025, for an estimated $315,280,776
VOYA INVESTMENT MANAGEMENT LLC removed 958,577 shares (-40.1%) from their portfolio in Q4 2025, for an estimated $283,364,946
JPMORGAN CHASE & CO added 803,182 shares (+25.0%) to their portfolio in Q4 2025, for an estimated $237,428,631
NATIONAL BANK OF CANADA /FI/ added 665,078 shares (+365.3%) to their portfolio in Q4 2025, for an estimated $196,603,707

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Celestica Inc. Congressional Stock Trading

Members of Congress have traded $CLS stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $CLS stock by members of Congress over the last 6 months:

REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $100,000 on 11/03, 10/31 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

Celestica Inc. Analyst Ratings

Wall Street analysts have issued reports on $CLS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Barclays issued a "Overweight" rating on 01/30/2026
Citigroup issued a "Buy" rating on 11/10/2025

To track analyst ratings and price targets for Celestica Inc., check out Quiver Quantitative's $CLS forecast page.

Celestica Inc. Price Targets

Multiple analysts have issued price targets for $CLS recently. We have seen 7 analysts offer price targets for $CLS in the last 6 months, with a median target of $391.0.

Here are some recent targets:

Thanos Moschopoulos from BMO Capital set a target price of $450.0 on 04/24/2026
Ruplu Bhattacharya from B of A Securities set a target price of $430.0 on 04/20/2026
John Shao from TD Cowen set a target price of $350.0 on 04/20/2026
Samik Chatterjee from JP Morgan set a target price of $410.0 on 04/16/2026
Todd Coupland from CIBC set a target price of $360.0 on 03/11/2026
George Wang from Barclays set a target price of $391.0 on 01/30/2026
Atif Malik from Citigroup set a target price of $338.0 on 01/30/2026