Celesticas 4618% Rally Outpaces Industry as 770M Volume Ranks 123rd Amid AI Expansion and Rival Investments

, 2025, . , , , above sector averages.

The company’s resilience in global supply chain disruptions has bolstered its position. Celestica’s diversified manufacturing footprint across 16 countries, including expansion in Richardson, Thailand, and Malaysia, supports its AI data center product demand. Vertically integrated operations and strategic inventory management have minimized geopolitical risks, enabling continued customer service amid regional conflicts.

Competitive pressures remain, with rivals like Jabil and Flex investing in localized manufacturing and AI-driven infrastructure. Jabil plans a $500 million expansion in the U.S. Southeast, while Flex leverages its 49 million-square-foot global network. Despite these challenges, Celestica’s #1 (Strong Buy) reflects confidence in its supply chain agility and AI infrastructure growth potential.

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