Celestica: Why I'm Adding On The  Post-Earnings Dip

2026-02-01 20:27:00 ET

In October, I wrote that Celestica (CLS)’s valuation was optically high. I also said management’s guidance was "likely far too conservative because they have a history of 'sandbagging'." They’ve been guiding like that ever since I started writing the company up. To be fair the management team did sound genuinely upbeat on the earnings call last week. I don’t think I’ve heard them this confident before. The numbers were great. Given the growth rate and valuation what really matters is the color on what kind of future business we’re looking at....

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