Celestica inc. CLS
Revenue Intelligence Report • 8 quarters of SEC filing data • Updated 2026-03-15
Celestica inc. has a forecasted full-year revenue of $22B, a +77.4% year-over-year change, based on 8 quarters of SEC filing data. The ARDL model achieves strong accuracy at 2.2% MAPE.
Investment Thesis
Our ARDL model tracks Celestica inc.'s revenue with exceptional precision (2.2% MAPE), indicating highly predictable cash flows.
Next FY Revenue
$22.0B
+77.4% YoY
SG&A Elasticity
-1.61x
Model Accuracy
2.2% MAPE
Holdout validation: The model predicted $3.6B vs the actual $3.7B — an error of 0.9%.
⚠ Model limitation:
This company shows negative spending multipliers, meaning increases in spending have not directly translated into revenue growth. This typically occurs with commodity-driven companies or hypergrowth companies.
Note:
Celestica inc. does not report R&D expenses separately. This analysis uses SG&A spending only.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $3.6B | $3.7B | $3.5B – $3.8B | +42.3% | ✓ In range |
| Q2 2026 | $4.2B | $3.9B – $4.4B | +56.7% | ||
| Q3 2026 | $4.9B | $4.5B – $5.3B | +67.9% | ||
| Q4 2026 | $5.8B | $5.3B – $6.4B | +82.2% | ||
| Q1 2027 | $7.1B | $6.4B – $8.0B | +95.6% |
How Spending Drives Revenue
Reading this chart:
Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.
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