Celestica's explosive growth: AI demand and $1B CapEx signal continued upside

Celestica experienced substantial financial growth in 2025, recording a 28% increase in revenue and a 56% rise in earnings per share. This strong performance was primarily fueled by the expansion of its Connectivity & Cloud Solutions (CCS) segment and significant demand from hyperscale clients for artificial intelligence applications. The CCS division now constitutes roughly 74% of the company's revenue, highlighting an increasing reliance on the expenditure cycles of hyperscalers and a more concentrated customer exposure. For 2026, management has announced plans for a $1 billion capital expenditure, indicating a strategic shift towards a more infrastructure-like operational model that requires greater capital investment.

Ranked Stocks assigns Celestica (CLS) an RS Score of 76.52, placing it in the 69.34th percentile both within its country and sector. A review of its underlying metrics shows particular strength in EPS Revisions (91.00). However, areas such as Valuation (39.54), Growth (41.49), Profitability (52.80), and Momentum (75.15) currently score below 80. Want to discover which stocks rank the highest? Start your free 7-day trial at rankedstocks.com.