@thevalueist · Long CLSS

$CLS KEY READ-THROUGHS FROM CELESTICA Q2 2026 EARNINGS CALL Celestica’s Q2 2026 earnings call provides one of the clearest supply-chain confirmations that the AI infrastructure cycle is broadening, accelerating, and extending beyond a single accelerator or networking generation.

TheValueist@TheValueist

$CLS (Bloomberg) -- Celestica reported adjusted earnings per share for the second quarter that beat the average analyst estimate. SECOND QUARTER RESULTS •Adjusted EPS $2.54, estimate $2.30 (Bloomberg Consensus) •Revenue $4.70 billion, +62% y/y, estimate $4.39 billion COMMENTARY

Read asLong CLSS+13 more

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Fri, Oct 2Tweeted

Mon, Oct 5 closeCounted from

1% of the basket · day 13fades out by Nov 13

Rank per close

#172

Oct 5

#227

Oct 6

#214

Oct 7

—

Oct 8

#180

Oct 11

#298

Oct 12

—

Oct 13

—

Oct 14

—

Oct 15