What is the 13F Pro Quality Score for CLS?

13F Pro ranks CELESTICA INC (CLS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CLS's current score at https://13fpro.ai/company/CLS (free sign-up required for the full ranking).

Which hedge funds own the most CLS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CLS include FMR, JPMORGAN CHASE & CO, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/CLS as soon as new 13F filings post.

Where does 13F Pro source CLS data?

All CELESTICA INC fundamentals and ownership data come directly from SEC EDGAR. CELESTICA INC files with the SEC under CIK 1030894. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CLS in?

CELESTICA INC (CLS) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives CLS's revenue?

Per CELESTICA INC's latest 10-Q filed with the SEC on 2026-07-27, the biggest revenue drivers are: Connectivity & Cloud Solutions (CCS) ($3,810.3M, +84% YoY); Communications ($2,653.2M, +62% YoY); Enterprise ($1,157.1M, +167% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/CLS.

What are CLS's largest expenses?

CELESTICA INC's latest 10-Q reports these as the largest expense items: Cost of sales ($4,121.1M, vs $2,522.4M in Q2 2025); Selling, general and administrative ($58.1M, +49% YoY); Research and development ($46.3M, vs $34.0M in Q2 2025). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is CLS research updated on 13F Pro?

CLS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

CELESTICA INC(CLS)Stock Analysis

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SEC EDGAR: CIK 1030894 CLS stock profile & AI dashboard →

13F Pro Quality Score

69.8/100

Rank #243 of 2,961 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

83.6/100

Profitability

61.0/100

Balance Sheet

91.7/100

Earnings Quality

40.5/100

Free Cash Flow

36.5/100

Institutional Flow

72.9/100

Revenue Scale

90.7/100

Dilution Risk

72.3/100

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Why CLS Scores 70/100

exact factor attribution · 2026-09-11

CLS's composite is driven by revenue growth and scale, held back by free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+6.7 pts

84th pct

Scale

+6.1 pts

91th pct

Capital efficiency

+4.2 pts

92th pct

Earnings growth

+1.9 pts

88th pct

Profitability

+1.6 pts

61th pct

Institutional flow

+1.1 pts

73th pct

Shareholder dilution

+1.1 pts

72th pct

Earnings quality

-0.9 pts

41th pct

Free cash flow

-2.0 pts

37th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

CLS Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for CELESTICA INC (CLS), a Technology sector company. 13F Pro's AI-powered ranking engine scores CLS at 69.8/100 on a 32-signal composite quality model, placing it at rank #243 of 2,961 stocks — the top 10% of the AI-ranked universe. CLS scores in the top quartile across balance sheet strength (91.7), revenue scale (90.7), revenue growth (83.6). Areas of concern include free cash flow (36.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), CELESTICA INC reports quarterly revenue of $4.7B, net income of $368.8M, an operating margin of 9.8%. Top institutional holders of CLS by reported 13-F value include FMR, JPMORGAN CHASE, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. CLS trades on the NYSE exchange and files with the SEC under CIK 1030894. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CLS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CELESTICA INC directly from SEC EDGAR. CELESTICA INC's 13F Pro composite quality score has ranged between 44 and 74 since 2025, currently 69.8 — an improving long-term trajectory across 51 quarterly and live scoring snapshots.

✦

Fun facts about CELESTICA INC

Quirks, history, and lore behind CLS — the kind of stuff that makes a stock memorable.

1
The Basics
A Canadian technology company · listed on the NYSE · operating in the electronics manufacturing services industry · with a global footprint across North America, Europe, and Asia.
2
The Numbers
Annual revenue in the range of $2–3 billion, with operations spanning roughly a dozen countries and tens of thousands of employees making things for other companies' brands.
3
The History
Spun out of IBM Canada in the late 1990s, it inherited big factories and even bigger ambitions — essentially born as a fully-formed contract manufacturer on day one.
4
The Secret
It doesn't sell products you'd ever see on a shelf — it's a pure B2B contract manufacturer, building complex printed circuit board assemblies and systems for aerospace, communications, and enterprise clients.
5
The Lore
Its customers include some of the world's biggest names in networking, defense, and data center hardware — the kind of companies that very much don't want you to know who actually builds their gear.
6
The Giveaway
Headquartered in Toronto, born from Big Blue's Canadian factories, and trading under a ticker that sounds like a star in the night sky — this EMS giant is Canada's answer to Foxconn.

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What's Driving CLS's Business? Latest 10-Q Breakdown

✓ 37/37 datapoints verified

AI-extracted from CELESTICA INC's 10-Q filed 2026-07-27 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 2026 revenue rose 62% YoY to $4.70B, above the $4.15–$4.45B guidance range, as CCS AI/data center demand lifted net earnings 75% to $368.8M.

Biggest Revenue Drivers

Connectivity & Cloud Solutions (CCS)$3,810.3M+84% YoY

Driven by data center networking demand and continued ramp of an AI/ML compute program

Advanced Technology Solutions (ATS)$888.3M+8% YoY

Revenue increases in each of the ATS businesses

Biggest Revenue Drivers

Total revenue: $4.70B+62% YoY

Connectivity & Cloud Solutions (CCS)$3,810.3M+84% YoY

Driven by data center networking demand and continued ramp of an AI/ML compute program

Within Connectivity & Cloud Solutions (CCS)

Communications$2,653.2M+62% YoY

Driven by data center networking demand, including continued growth of switch programs

Enterprise$1,157.1M+167% YoY

Continued ramp-up of an AI/ML compute program with a hyperscaler customer and increased storage demand

Advanced Technology Solutions (ATS)$888.3M+8% YoY

Revenue increases in each of the ATS businesses

Largest Expense Items

Cost of sales$4,121.1Mvs $2,522.4M in Q2 2025

Includes $19.2M of inventory write-downs and a $48.4M TRS fair value gain

Selling, general and administrative$58.1M+49% YoY

Primarily higher variable compensation and variable spend; includes a $55.7M TRS fair value gain

Research and development$46.3Mvs $34.0M in Q2 2025

Higher R&D to support the growth of the HPS business

Income tax expense$72.8Mvs $46.3M in Q2 2025

Driven by higher earnings before income taxes; includes $9.0M of Pillar Two global minimum tax

Margins: Gross margin fell to 12.3% from 12.8%, primarily driven by mix dynamics in the CCS business. Segment margins improved on operating leverage: CCS to 8.7% and ATS to 6.3%.

Watch Items from the Filing

Three CCS customers each represented 10%+ of Q2 2026 revenue (32%, 17% and 14%); top 10 customers were 83% of total revenue, up from 78%.
Inventories rose to $3,401.7M from $2,188.0M and A/R to $3,338.2M; inventory write-downs were $19.2M in the quarter.
2026 capital spending is anticipated at approximately $1 billion; 1H 2026 capex was $493.3M, versus $69.2M in 1H 2025.
ATS fell to 19% of revenue from 28% a year ago, concentrating the mix in CCS/AI data center programs.
Tax assessments outstanding: Romania approximately $7M (paid, under appeal) and Thailand approximately $12M, backed by a bank guarantee.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$4.7B

Net Income

Q2 2026

$368.8M

Free Cash Flow

Q2 2026

$147.1M

Operating Margin

Q2 2026

9.8%

ROIC

Q2 2026

55.7%

D/E Ratio

Q2 2026

0.33

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+28.5% YoY

$12.39BFY 2025

FY22 $7.25BFY23 $7.96BFY24 $9.65BFY25 $12.39B

Net Income

+94.5% YoY

$832.5MFY 2025

FY22 $180.1MFY23 $244.4MFY24 $428.0MFY25 $832.5M

Operating Income

+73.7% YoY

$1.04BFY 2025

FY22 $289.3MFY23 $338.3MFY24 $599.3MFY25 $1.04B

EPS (Diluted)

+98.3% YoY

$7.16FY 2025

FY22 $1.46FY23 $2.03FY24 $3.61FY25 $7.16

Total Assets

+20.5% YoY

$7.21BFY 2025

FY22 $5.63BFY23 $5.89BFY24 $5.99BFY25 $7.21B

Total Debt

-2.5% YoY

$776.5MFY 2025

FY22 —FY23 $675.3MFY24 $796.7MFY25 $776.5M

Op. Cash Flow

+39.2% YoY

$659.5MFY 2025

FY22 $211.1MFY23 $326.2MFY24 $473.9MFY25 $659.5M

Free Cash Flow

+51.3% YoY

$458.3MFY 2025

FY22 $102.1MFY23 $201.1MFY24 $303.0MFY25 $458.3M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$12.39B +28.5%	$9.65B +21.2%	$7.96B +9.8%	$7.25B	—	—
Net Income	$832.5M +94.5%	$428.0M +75.1%	$244.4M +35.7%	$180.1M	—	—
Operating Income	$1.04B +73.7%	$599.3M +77.2%	$338.3M +16.9%	$289.3M	—	—
EPS (Diluted)	$7.16 +98.3%	$3.61 +77.8%	$2.03 +39.0%	$1.46	—	—
Total Assets	$7.21B +20.5%	$5.99B +1.7%	$5.89B +4.7%	$5.63B +20.6%	$4.67B +27.4%	$3.66B
Total Debt	$776.5M -2.5%	$796.7M +18.0%	$675.3M	—	—	—
Operating Cash Flow	$659.5M +39.2%	$473.9M +45.3%	$326.2M +54.5%	$211.1M	—	—
Free Cash Flow	$458.3M +51.3%	$303.0M +50.7%	$201.1M +97.0%	$102.1M	—	—

AI Insight: CLS Financial Trends

Celestica delivered 88% revenue growth over two years while operating margins compressed from 5.5% to 9.7%, reflecting scale challenges despite strong cash generation.

• Revenue surged from $2,500M (Q3 2024) to $4,699M (Q2 2026), a compound 87% increase over eight quarters.

• Operating margin narrowed to 9.7% in Q2 2026 from 10.8% in Q3 2024, despite absolute operating income doubling to $458M.

• Operating cash flow surged to $411M in Q2 2026 from $123M in Q3 2024; debt fell to $810M from $942M peak in Q1 2025.

⚠ Operating margin volatility: swung from 8.5% (Q1 2025) to 9.7% (Q2 2026)—scaling efficiency gains remain inconsistent.

⚠ Net income margin compressed to 7.9% in Q2 2026 from 6.1% in Q3 2024 despite revenue doubling—profitability leverage nascent.

AI Insight: CLS Ratio Trends

ROIC surged to 55.7% in Q2 2026, highest on record, driven by margin expansion and improved asset efficiency.

• Operating margin recovered to 9.8% in Q2 2026 from 6.7% in Q1 2026, continuing upward trend from Q3 2025 peak of 10.2%.

• ROE reached 59.5% in Q2 2026, highest in the dataset, reflecting strong profitability relative to shareholder capital.

• Debt-to-equity improved to 0.33 in Q2 2026 from 0.60 in Q1 2025, demonstrating strengthened balance sheet leverage.

• Net profit margin expanded to 7.8% in Q2 2026, nearly doubling from 3.2% low in Q1 2025.

⚠ Q1 2026 showed material margin compression (OpMargin 6.7%, ROE 40.5%) — seasonal weakness or demand softness to monitor.

⚠ Volatility in quarterly margins (10.2% in Q3 2025 down to 6.7% in Q1 2026) signals operational or market cyclicality.

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Available Research

13F Pro tracks comprehensive data for CELESTICA INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CLS

FMR LLC
$3.1B8,446,912 sh
JPMORGAN CHASE & CO
$1.3B3,874,584 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.2B3,187,470 sh
FRANKLIN RESOURCES INC
$1.0B2,777,601 sh
JANE STREET GROUP, LLC
$766.4M2,100,985 sh
CIBC WORLD MARKET INC.
$757.8M2,079,718 sh
D. E. Shaw & Co., Inc.
$684.3M1,876,165 sh
Connor, Clark & Lunn Investment Management Ltd.
$674.2M1,846,032 sh
Value Aligned Research Advisors, LLC
$575.1M1,576,402 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$554.9M1,521,260 sh

Fund	Value	Shares
FMR LLC	$3.1B	8,446,912
JPMORGAN CHASE & CO	$1.3B	3,874,584
VANGUARD CAPITAL MANAGEMENT LLC	$1.2B	3,187,470
FRANKLIN RESOURCES INC	$1.0B	2,777,601
JANE STREET GROUP, LLC	$766.4M	2,100,985
CIBC WORLD MARKET INC.	$757.8M	2,079,718
D. E. Shaw & Co., Inc.	$684.3M	1,876,165
Connor, Clark & Lunn Investment Management Ltd.	$674.2M	1,846,032
Value Aligned Research Advisors, LLC	$575.1M	1,576,402
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$554.9M	1,521,260

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Is CLS a good stock to buy?

13F Pro's AI-powered analysis of CELESTICA INC (CLS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CLS are available on the CLS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CLS is classified as a large company.

Which hedge funds own CLS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CLS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CELESTICA INC's investment landscape.