Celestica (CLS) reported third-quarter 2026 revenue of $5.83 billion, up 83% from $3.19 billion a year earlier. GAAP net earnings were $397.2 million, while diluted GAAP EPS was $3.26, compared with $2.31 in the prior-year quarter.
The company raised its 2026 revenue outlook to $21.0 billion and issued 2027 revenue guidance of $40.0 billion. Celestica also completed a public offering that generated aggregate gross proceeds of $3.45 billion.
- Q3 GAAP earnings from operations margin was 7.9%, versus 10.2% in Q3 2025.
- Connectivity & Cloud Solutions revenue was $4.87 billion, up 102% year over year.
- Advanced Technology Solutions revenue was $0.96 billion, up 23% year over year.
- Q4 2026 revenue guidance is $6.275 billion to $6.575 billion.
- Celestica expects 2027 capital expenditures of $1.5 billion to $2.0 billion.
$CLS Insider Trading Activity
$CLS insiders have traded $CLS stock on the open market 150 times in the past 6 months. Of those trades, 0 have been purchases and 150 have been sales.
Here’s a breakdown of recent trading of $CLS stock by insiders over the last 6 months:
- ROBERT MIONIS (Chief Executive Officer) has made 0 purchases and 109 sales selling 345,949 shares for an estimated $130,689,066.
- MANDEEP CHAWLA (Chief Financial Officer) has made 0 purchases and 39 sales selling 34,000 shares for an estimated $13,070,061.
- TODD C COOPER (President) sold 20,118 shares for an estimated $7,242,480
- MICHAEL MAX WILSON sold 4,168 shares for an estimated $1,389,236
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 insider transaction endpoint.
$CLS Hedge Fund Activity
We have seen 494 institutional investors add shares of $CLS stock to their portfolio, and 353 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 3,874,584 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,413,448,243
- D. E. SHAW & CO., INC. added 1,782,300 shares (+1898.8%) to their portfolio in Q2 2026, for an estimated $650,183,040
- VIKING GLOBAL INVESTORS LP removed 1,654,989 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $603,739,987
- FMR LLC added 886,587 shares (+11.7%) to their portfolio in Q2 2026, for an estimated $323,426,937
- WINSLOW CAPITAL MANAGEMENT, LLC added 714,367 shares (+inf%) to their portfolio in Q2 2026, for an estimated $260,601,081
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 669,153 shares (-30.5%) from their portfolio in Q2 2026, for an estimated $244,107,014
- BLACKROCK, INC. removed 628,200 shares (-50.6%) from their portfolio in Q2 2026, for an estimated $229,167,360
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 13F endpoint.
