Celestica Rides on Robust Supply Chain Network: Will it Fuel Growth?

Group 1 - Celestica, Inc. is focusing on strengthening its global supply chain network to mitigate supply chain disruptions and procurement delays caused by geopolitical unrest [1][7] - The company is expanding its manufacturing capacity in the United States, Thailand, and Malaysia to meet the growing demand for AI data center products [2][7] - Celestica's robust inventory management and operational flexibility have minimized the impact of geopolitical conflicts on its supply chain [3] Group 2 - Celestica faces competition from Jabil, Inc. and Flex Ltd., both of which are also enhancing their supply chain resilience through localized manufacturing [4][5] - Jabil is investing $500 million in the Southeast U.S. to strengthen its position in the AI hardware supply chain [4] - Flex operates over 49 million square feet globally, focusing on localized manufacturing to enhance supply chain resilience [5] Group 3 - Celestica's stock has increased by 461.8% over the past year, significantly outperforming the industry growth of 157.5% [6][7] - The company trades at a forward price-to-earnings ratio of 38.33, which is higher than the industry average [9] - The Zacks Consensus Estimate for Celestica's earnings for 2025 has risen by 9.9% in the past 60 days [11]