Celestica (CLS) ended the recent trading session at $246.42, demonstrating a -2.61% change from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily gain of 0.85%. Meanwhile, the Dow experienced a rise of 1.36%, and the technology-dominated Nasdaq saw an increase of 0.72%. Heading into today, shares of the electronics manufacturing services company had gained 23.9% over the past month, outpacing the Computer and Technology sector's gain of 4.39% and the S&P 500's gain o ...

Key Takeaways Celestica stock jumped 139% in six months, beating peers and sector performance.Strong CCS growth, AI demand, and Broadcom, AMD ties drive Celestica's expansion.Capital discipline, inventory ramp-up, and resilient supply chain boost Celestica's outlook.Celestica, Inc. (CLS) shares have surged 139% in the past six months compared with the  Electronics - Manufacturing Services industry’s growth of 64.9%. The stock has outperformed the Zacks Computer & Technology sector and the S&P 500 during the ...

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Extreme Networks (EXTR) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Extreme Networks is a member of our Computer and Technology group, which includes 605 different companies and currently sits at #5 in the Zacks Sec ...

Key Takeaways The electronics manufacturing services (EMS) space primarily consists of companies that provide design, engineering and manufacturing services to electronics original equipment manufacturers (OEMs). The Zacks defined Electronics - Manufacturing Services industry is currently in the top 4% of the Zacks Industry Rank. In the past year, the industry has provided an astonishing 102.8% return, while its year-to-date return is an impressive 48.7%. Since it is ranked in the top half of the Zacks Rank ...

Company Performance - Jabil (JBL) closed at $206.10, down 4.43% from the previous trading session, underperforming the S&P 500's daily loss of 0.59% [1] - Prior to the recent trading, Jabil shares had lost 3.38%, lagging behind the Computer and Technology sector's gain of 3.91% and the S&P 500's gain of 2.49% [1] Earnings Forecast - The upcoming EPS for Jabil is projected at $2.92, representing a 26.96% increase compared to the same quarter of the previous year [2] - Revenue is expected to be $7.6 billion, indicating a 9.17% growth compared to the corresponding quarter of the prior year [2] Annual Estimates - For the entire year, earnings are forecasted at $9.39 per share and revenue at $29.15 billion, reflecting changes of +10.6% and +0.93% respectively compared to the previous year [3] Analyst Revisions - Recent revisions to analyst forecasts for Jabil are important as they indicate changing near-term business trends, with positive revisions reflecting analysts' confidence in business performance [4] Zacks Rank and Performance - Jabil currently holds a Zacks Rank of 2 (Buy), with the Zacks Rank system showing an impressive track record of outperformance [6] - The Zacks Consensus EPS estimate has remained steady over the past month [6] Valuation Metrics - Jabil is trading at a Forward P/E ratio of 22.98, which is higher than the industry average Forward P/E of 21.38, suggesting a premium valuation [7] - The company has a PEG ratio of 1.39, compared to the industry average PEG ratio of 1.42 [8] Industry Context - The Electronics - Manufacturing Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 10, placing it in the top 5% of over 250 industries [9]

Core Insights - Celestica, Inc. (CLS) has experienced a significant stock surge of 103.4% year-to-date, outperforming the Electronics - Manufacturing Services industry growth of 57.5% and the S&P 500 [1][8] - The company has outperformed peers such as Jabil, Inc. (JBL) and Flex Ltd (FLEX), with Jabil's shares increasing by 45.2% and Flex's by 30% [2] Demand and Revenue Growth - Celestica is benefiting from strong demand in the Connectivity & Cloud Solutions (CCS) segment, with revenues rising 28% year-over-year to $2.07 billion in Q2 [3] - The Hyperscaler Portfolio Solutions (HPS) business saw an impressive 82% year-over-year revenue increase, generating $1.2 billion, driven by demand for 800G networking switches [3] - The CCS segment is projected to achieve 30% year-over-year revenue growth by 2025 [3] AI Infrastructure Market Position - Celestica is establishing itself as a key player in the rapidly growing AI infrastructure market, projected to reach $223.45 billion by 2030 with a CAGR of 30.4% from 2024 to 2030 [4] - The company is expanding its portfolio to capitalize on this market trend [4] Product Innovation - The introduction of the SC6110, a next-generation all-flash storage controller, is designed to support mission-critical applications, enhancing performance and energy efficiency [5] Financial Health - As of June 30, 2025, Celestica reported $313.8 million in cash and cash equivalents, with a current ratio of 1.44, indicating strong liquidity compared to the industry average of 1.15 [9] - In Q2 2025, the company generated $152.4 million in cash from operations, a significant increase from $99.6 million year-over-year, with free cash flow rising 82.8% to $119.9 million [10] Earnings Estimates - Earnings estimates for Celestica for 2025 and 2026 have been revised upward over the past 60 days, reflecting growing investor confidence [11][14] Valuation Metrics - Celestica's shares are currently trading at a premium with a price/earnings ratio of 30.91 compared to the industry average of 22.59 [12] Strategic Positioning - The company benefits from a globally diversified manufacturing network, mitigating geopolitical risks and tariff uncertainties, and has established strategic relationships with leading hyperscaler customers [14] - Collaborations with industry leaders like AMD and Broadcom enhance Celestica's competitive edge in the Electronics Manufacturing Industry [14]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1]. Company Overview: Celestica (CLS) - Celestica currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance in the market [2][3]. - The stock has shown significant price increases, with a 6.63% rise over the past week compared to the Zacks Electronics - Manufacturing Services industry, which increased by 3.57% [5]. - Over the past quarter, Celestica's shares have increased by 66.19%, and over the last year, they have gained 251.14%, significantly outperforming the S&P 500's increases of 10.12% and 19.99%, respectively [6]. Trading Volume - The average 20-day trading volume for Celestica is 4,351,083 shares, which serves as a bullish indicator when combined with rising stock prices [7]. Earnings Outlook - In the past two months, three earnings estimates for Celestica have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $5.05 to $5.55 [9]. - For the next fiscal year, three estimates have also moved upwards, indicating positive sentiment regarding future earnings [9]. Conclusion - Given the strong performance metrics and positive earnings outlook, Celestica is positioned as a promising investment opportunity with a Momentum Score of B and a Zacks Rank of 1 (Strong Buy) [11].

Company Performance - Jabil (JBL) closed at $218.56, reflecting a -2.07% change from the previous day, underperforming the S&P 500's daily loss of 1.6% [1] - Over the past month, Jabil's shares have decreased by 1.26%, while the Computer and Technology sector gained 4.45% and the S&P 500 increased by 2.25% [1] Upcoming Financial Results - Jabil's upcoming EPS is projected at $2.92, indicating a 26.96% increase compared to the same quarter last year [2] - The consensus estimate for revenue is $7.6 billion, reflecting a 9.17% rise from the equivalent quarter last year [2] Full-Year Estimates - Zacks Consensus Estimates forecast earnings of $9.39 per share and revenue of $29.15 billion for the full year, representing year-over-year changes of +10.6% and +0.93%, respectively [3] - Recent analyst estimate revisions indicate optimism about Jabil's business and profitability [3][4] Zacks Rank and Valuation - Jabil currently holds a Zacks Rank of 1 (Strong Buy), with a historical average annual return of +25% for 1 stocks since 1988 [5] - The Zacks Consensus EPS estimate has increased by 0.21% over the past month [5] - Jabil's Forward P/E ratio is 23.78, which is a premium compared to the industry average Forward P/E of 21.71 [6] Industry Context - Jabil has a PEG ratio of 1.44, matching the average PEG ratio of the Electronics - Manufacturing Services industry [7] - The Electronics - Manufacturing Services industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 9, placing it in the top 4% of over 250 industries [8]

Group 1: Earnings Performance - Celestica reported quarterly earnings of $1.39 per share, exceeding the Zacks Consensus Estimate of $1.24 per share, and up from $0.91 per share a year ago, representing an earnings surprise of +12.10% [1] - The company posted revenues of $2.89 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 8.34%, compared to year-ago revenues of $2.39 billion [2] - Over the last four quarters, Celestica has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Celestica shares have increased approximately 84.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the coming quarter is $1.29 on revenues of $2.76 billion, and for the current fiscal year, it is $5.07 on revenues of $10.94 billion [7] - The estimate revisions trend for Celestica was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Group 3: Industry Context - The Electronics - Manufacturing Services industry, to which Celestica belongs, is currently in the top 7% of over 250 Zacks industries, suggesting a strong industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Sanmina (SANM) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.42 per share. This compares to earnings of $1.25 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +7.75%. A quarter ago, it was expected that this electronics manufacturing services company would post earnings of $1.38 per share when it actually produced earnings of $1.41, delivering a surprise of +2.17%.Over the last ...