@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

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Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Fri, Oct 2Tweeted

Mon, Oct 5 closeCounted from

1% of the basket · day 17fades out by Nov 13

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