AI Infrastructure NYSE: CLS

Celestica Inc. (CLS)

Designs and manufactures the networking and compute hardware inside hyperscale AI data centers.

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✓ Reviewed by Get AI Decoded Editorial Team Updated September 2026

The AI Angle

Celestica designs, manufactures, and integrates hardware platforms for hyperscale cloud and data-center customers, including high-speed switching, storage, and compute systems. Its Connectivity & Cloud Solutions business is benefiting from the AI infrastructure cycle as customers deploy higher-bandwidth networks and custom hardware at scale. Second-quarter 2026 revenue rose 62% year over year to $4.70 billion, showing that cloud and connectivity demand is material to current results rather than a speculative future pivot.

Key Numbers

$4.70B

Q2 2026 Revenue

Up 62% YoY; company results July 27, 2026

9.8%

Q2 2026 GAAP Operating Margin

Compared with 9.4% in Q2 2025

$15.59B

Trailing Revenue

Yahoo Finance company data checked Sept. 26, 2026

$46.09B

Recent Market Cap

Yahoo Finance market data checked Sept. 26, 2026

4/5

AI Exposure Score

Strong AI revenue driver.

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⚡ About AI Exposure Score: Reflects how central AI is to this company's current revenue and growth strategy. 5 = AI is the core business. 1 = AI is a minor angle. Editorial assessment — not a buy/sell signal.

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Upcoming Catalysts

Hyperscaler AI clusters require more custom compute, storage, and high-speed switching hardware
800G and next-generation networking platforms can increase content per data-center deployment
Connectivity & Cloud Solutions growth can continue as customers refresh AI infrastructure
Scale in design, supply-chain, and manufacturing services supports new hyperscaler program wins

Key Risks

Large hyperscaler customers create concentration and order-timing risk
Hardware manufacturing margins can be pressured by component costs and pricing competition
Celestica is Canadian and dual-listed, adding currency and cross-border reporting exposure
AI infrastructure demand could slow if hyperscalers reduce or delay capital spending

Recent News

2026-09-08 · undefined

Celestica schedules its 2026 investor and analyst day

2026-08-05 · undefined

Celestica joins the data-center funding rush with a $3 billion equity deal

2026-07-27 · undefined

Celestica reports second-quarter 2026 revenue growth of 62%

2025-12-24 · undefined

Celestica ranks among AI infrastructure stocks that outperformed Nvidia

Sources: Celestica Q2 2026 results (July 27, 2026); Bloomberg (Aug. 5, 2026); CNBC (Dec. 24, 2025); Reuters company profile; Yahoo Finance market data (Sept. 26, 2026).

⚠️ Not financial advice. This page is for informational purposes only. All figures are sourced from public earnings reports, company guidance, and financial news. Past performance is not indicative of future results. Always do your own research before making any investment decisions.