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/research/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, VANGUARD CAPITAL MANAGEMENT, FRANKLIN RESOURCES. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/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 2026-04-27, the biggest revenue drivers are: CCS segment ($3,241.0M, +76% YoY); Communications ($2,410.6M, +69% YoY); Enterprise ($830.4M, +101% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/CLS.

What are CLS's largest expenses?

CELESTICA INC's latest 10-Q reports these as the largest expense items: Selling, general and administrative ($117.4M, +4% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2026 (quarter ended March 31, 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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13F Pro Quality Score

69.0/100

Rank #387 of 2,879 stocksTOP 25%

View Technology peers →

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

Revenue Growth

96.5/100

Profitability

58.1/100

Balance Sheet

88.0/100

Earnings Quality

9.5/100

Free Cash Flow

45.6/100

Institutional Flow

11.6/100

Revenue Scale

88.8/100

Dilution Risk

72.2/100

CLS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for CELESTICA INC (CLS), a Technology sector company. 13F Pro's AI-powered ranking engine scores CLS at 69.0/100 on a 32-signal composite quality model, placing it at rank #387 of 2,879 stocks — the top 25% of the AI-ranked universe. CLS scores in the top quartile across revenue growth (96.5), revenue scale (88.8), balance sheet strength (88.0). Areas of concern include earnings quality (9.5) and institutional flow (11.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), CELESTICA INC reports quarterly revenue of $4.0B, net income of $212.3M, an operating margin of 6.7%. Top institutional holders of CLS by reported 13-F value include FMR, VANGUARD CAPITAL MANAGEMENT, FRANKLIN RESOURCES, 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 71 since 2025, currently 69.0 — an improving long-term trajectory across 11 quarterly and live scoring snapshots.

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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

AI-extracted from CELESTICA INC's 10-Q filed 2026-04-27 — Q1 FY2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue surged 53% YoY to $4.05B, driven by strong hyperscaler demand in data center networking and AI/ML compute programs, with net earnings jumping 146% to $212.3M.

Biggest Revenue Drivers

Total revenue: $4,047.0M+53% YoY

CCS segment$3,241.0M+76% YoY

Communications end market revenue increased 69% driven by data center networking demand and ongoing switch program ramps; Enterprise revenue surged 101% from AI/ML compute program ramp-up.

Within CCS segment

Communications$2,410.6M+69% YoY

Strong demand of networking switch programs with hyperscaler customers; HPS revenue increased 63% to $1.7B.

Enterprise$830.4M+101% YoY

Ramp-up of AI/ML compute program with hyperscaler customer.

ATS segment$806.0Mflat YoY

Increased HealthTech revenue offset by lower A&D revenue from margin dilutive program discontinuation and lower Capital Equipment revenue.

Largest Expense Items

Selling, general and administrative$117.4M+4% YoY

Increased 4% despite 53% revenue growth; benefited from operating leverage.

Margins: Gross margin improved to 10.8% from 10.3% YoY, driven by favorable mix and strong productivity, though partially offset by unfavorable TRS fair value adjustments. CCS segment margin expanded to 8.6% from 8.0% due to more favorable mix and operating leverage.

Watch Items from the Filing

Top 3 customers represent 60% of Q1 2026 revenue (35%, 15%, 15%), all in CCS segment, concentrated in hyperscaler/data center business.
Hardware Platform Solutions revenue represents 42% of total Q1 2026 revenue ($1.7B), highly dependent on hyperscaler data center deployment cycles and AI adoption uncertainty.
Capital expenditures of $229.5M in Q1 2026 ($36.7M in Q1 2025); company anticipates $1B total capex for 2026 to support growth, with execution risk if capacity underutilized.
Outstanding tax matters: Romania (€31M/$7M assessed for 2014–2018) and Thailand (₿403M/$12M for 2019), both under appeal; bank guarantee issued for Thailand.
Credit facility amended April 27, 2026: revolving facility increased to $1.75B, Term A refinanced, maturity extended to April 2031; provides expanded liquidity cushion.

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

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

Revenue

Q1 2026

$4.0B

Net Income

Q1 2026

$212.3M

Free Cash Flow

Q1 2026

$126.8M

Operating Margin

Q1 2026

6.7%

D/E Ratio

Q1 2026

0.37

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+55.6% YoY

$12.39BFY 2025

FY23 $7.96BFY25 $12.39B

Net Income

+240.6% YoY

$832.5MFY 2025

FY23 $244.4MFY25 $832.5M

Operating Income

+207.6% YoY

$1.04BFY 2025

FY23 $338.3MFY25 $1.04B

EPS (Diluted)

+252.7% YoY

$7.16FY 2025

FY23 $2.03FY25 $7.16

Total Assets

+22.4% YoY

$7.21BFY 2025

FY23 $5.89BFY25 $7.21B

Total Debt

+15.0% YoY

$776.5MFY 2025

FY23 $675.3MFY25 $776.5M

Op. Cash Flow

+102.2% YoY

$659.5MFY 2025

FY23 $326.2MFY25 $659.5M

Metric	FY 2025	FY 2023
Revenue	$12.39B +55.6%	$7.96B
Net Income	$832.5M +240.6%	$244.4M
Operating Income	$1.04B +207.6%	$338.3M
EPS (Diluted)	$7.16 +252.7%	$2.03
Total Assets	$7.21B +22.4%	$5.89B
Total Debt	$776.5M +15.0%	$675.3M
Operating Cash Flow	$659.5M +102.2%	$326.2M

AI Insight: CLS Financial Trends

Celestica's revenue surged 53% year-over-year to $4,047M in Q1 2026 while total debt fell to $772M, the lowest level in the dataset.

• Revenue grew sequentially every quarter from $2,649M in Q1 2025 to $4,047M in Q1 2026, a 53% year-over-year increase.

• Total debt declined steadily from $942M in Q1 2025 to $772M in Q1 2026, a $170M reduction in four quarters.

• Operating cash flow jumped to $356M in Q1 2026, the highest in the dataset, up from $130M in Q1 2025.

• Q1 2026 operating margin compressed to 6.7%, below Q3 2025's peak of 10.2%, suggesting seasonal or mix-driven pressure.

⚠ Net income dipped to $212M in Q1 2026 from $268M in Q4 2025 and Q3 2025 — monitor whether margin softness persists.

⚠ Equity declined to $2,098M in Q1 2026 from $2,216M in Q4 2025 — first sequential drop in equity; worth tracking.

⚠ Operating CF of $356M in Q1 2026 despite lower net income signals strong working capital management — a positive inflection to watch.

AI Insight: CLS Ratio Trends

Celestica's profitability peaked in Q3 2025 and has since retreated, with ROIC sliding from 46.2% to 37.9% in Q1 2026 — though leverage continues to improve.

• ROIC declined for two consecutive quarters, from a peak of 46.2% in Q3 2025 to 37.9% in Q1 2026.

• Operating margin compressed from 10.2% in Q3 2025 to 6.7% in Q1 2026, the lowest quarterly reading in the dataset.

• D/E ratio improved steadily from 0.60 in Q1 2025 to 0.35 in Q4 2025, before ticking slightly up to 0.37 in Q1 2026.

⚠ Q1 2026 ROE dropped to 40.5% from 48.3% in Q4 2025 — first sub-41% reading since Q1 2025's trough.

⚠ Q1 seasonality appears significant; monitor Q2 2026 margins to see if mid-year recovery recurs as in Q2 2025.

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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
$2.1B7,560,325 sh
VANGUARD CAPITAL MANAGEMENT LLC
$890.4M3,156,565 sh
FRANKLIN RESOURCES INC
$744.7M2,643,723 sh
JANE STREET GROUP, LLC
$713.5M2,533,015 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$617.1M2,190,413 sh
CIBC WORLD MARKET INC.
$593.0M2,102,576 sh
JANE STREET GROUP, LLC
$474.5M1,684,700 sh
Connor, Clark & Lunn Investment Management Ltd.
$470.8M1,669,253 sh
VIKING GLOBAL INVESTORS LP
$466.2M1,654,989 sh
Whale Rock Capital Management LLC
$427.6M1,518,201 sh

Fund	Value	Shares
FMR LLC	$2.1B	7,560,325
VANGUARD CAPITAL MANAGEMENT LLC	$890.4M	3,156,565
FRANKLIN RESOURCES INC	$744.7M	2,643,723
JANE STREET GROUP, LLC	$713.5M	2,533,015
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$617.1M	2,190,413
CIBC WORLD MARKET INC.	$593.0M	2,102,576
JANE STREET GROUP, LLC	$474.5M	1,684,700
Connor, Clark & Lunn Investment Management Ltd.	$470.8M	1,669,253
VIKING GLOBAL INVESTORS LP	$466.2M	1,654,989
Whale Rock Capital Management LLC	$427.6M	1,518,201

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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.

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.