Core Insights - Celestica Inc. (CLS) is a significant player in the global defense industry, focusing on high-reliability electronic systems for military applications [1] - The company provides a range of defense solutions, including rugged avionics, secure communication systems, and radar electronics for various platforms [2] - Celestica supports defense customers throughout the entire product lifecycle, adhering to strict regulatory standards [3] - With rising global defense spending, Celestica is positioned to benefit from increased demand for advanced military electronics [4] Company Overview - Celestica designs and manufactures high-reliability electronics for global defense original equipment manufacturers (OEMs) [8] - The company supplies components built for harsh conditions, including rugged avionics and UAV components [8] Competitive Landscape - Celestica faces competition from Jabil, Inc. and Sanmina Corporation, both of which provide electronics services for defense and aerospace systems [5][6] Financial Performance - Celestica's shares have increased by 112.2% over the past year, outperforming the industry growth of 71.5% [7] - The company trades at a forward price-to-earnings ratio of 30.09, higher than the industry average of 22.97 [9] - Earnings estimates for 2026 have risen by 7.55% to $8.83, while estimates for 2027 have increased by 7.05% to $12.61 [10] Earnings Estimates - The consensus estimate trend shows a positive revision of earnings estimates over the past 60 days, with significant increases for both 2026 and 2027 [11]