Is Celestica Worth Buying After 53% Revenue Growth?

Celestica posted roughly 53% revenue growth as AI and data-center demand ramps up.
The panel scores the stock 5.9/10—big top-line momentum but low margins and capital risks.
– How Celestica benefits from the AI/data-center buildout and its ~40% share in Ethernet switches
– Margin and profitability picture: gross ~11%, operating ~8%, adjusted EPS up ~80% recently
– Balance sheet and capital needs: net debt, cash about 1% of market cap, near-term capex plans
– Management track record: pivot to AI infrastructure, low R&D (~1% of revenue) and minimal buybacks
– Valuation and safety: trading near ~35x earnings, expected returns range from low to mid-single digits
————————————————————————
This video is brought to you by The Motley Fool.
Visit https://fool.com/Invest to get access to this special offer. The Motley Fool Stock Advisor returns are 929% as of 7/13/2026 and measured against the S&P 500 returns of 211% as of 7/13/2026. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.
————————————————————————