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CLS vs FN
Which Stock Would AI Choose? Celestica Inc. (CLS) vs. Fabrinet (FN) Stock Comparison
Key Takeaways
- CLS and FN both operate in the electronics manufacturing services sector, with exposure to AI-driven demand for data center and optical components.
- CLS recently completed a $3 billion equity offering to fund AI infrastructure growth following strong Q2 2026 results that included a 62% year-over-year revenue increase.
- FN specializes in advanced optical packaging and is preparing to report fiscal Q4 2026 earnings, with prior quarters showing record revenue and EPS beats amid optical communications demand.
- Recent market activity shows CLS trading near $335 after dilution concerns from its capital raise, while FN trades near $570 ahead of its earnings release.
- Both companies benefit from AI supply chain tailwinds, though CLS offers broader segment diversification compared to FN's optical focus.
- Relative positioning favors CLS in recent guidance updates, while FN maintains premium valuation metrics reflective of its specialized role.
Introduction
Celestica Inc. (CLS) and Fabrinet (FN) are compared here as two publicly traded companies providing manufacturing and supply chain services to technology sectors, particularly those tied to artificial intelligence infrastructure. Both firms have seen elevated interest due to expanding data center and optical networking needs. This analysis examines their business models, recent performance trends, and relative positioning in the current market environment. Professional investors and active traders monitoring electronics manufacturing or AI-related supply chains may find the comparison useful for assessing sector exposure and momentum differences.
CLS Overview and Recent Performance
Celestica Inc. (CLS) delivers electronics manufacturing services through its Connectivity & Cloud Solutions (CCS) and Advanced Technology Solutions (ATS) segments. In recent weeks, the company reported Q2 2026 revenue of $4.70 billion, up 62% year-over-year, with adjusted earnings per share (EPS) exceeding guidance. Management raised its full-year 2026 outlook to $20.5 billion in revenue and adjusted EPS of $11.30. Stock behavior reflected initial strength followed by pressure after a $3 billion equity offering completed in August 2026 to support AI infrastructure initiatives. Market sentiment has been influenced by dilution concerns alongside continued AI demand visibility.
FN Overview and Recent Performance
Fabrinet (FN) provides advanced optical packaging and precision manufacturing services for complex electro-mechanical and electronic products. The company has posted consecutive quarters of record revenue and EPS beats, driven by optical communications demand. In recent market activity, shares have traded near $570 levels ahead of the fiscal Q4 2026 earnings release scheduled for August 17, 2026. Prior results showed revenue growth exceeding 39% year-over-year in some periods, with segment margins reflecting strong execution. Sentiment remains supported by AI-related optical buildouts, though valuation multiples stay elevated relative to broader peers.
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Head-to-Head Comparison
CLS operates a more diversified model across cloud connectivity and advanced technology solutions, providing broader exposure within the electronics supply chain. In contrast, FN maintains a specialized focus on optical packaging, creating tighter alignment with AI optics demand but potentially higher concentration risk. Recent momentum shows CLS benefiting from explicit guidance raises after its capital raise, while FN demonstrates consistent earnings beats without similar dilution events. Risk factors differ: CLS faces near-term EPS headwinds from share issuance, whereas FN contends with premium valuations and supply-chain sensitivities. Sector exposure overlaps in AI infrastructure, yet market sentiment currently reflects greater near-term visibility for CLS following its updated outlook.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, guidance revisions, and positioning within the AI supply chain, Tickeron’s AI models would currently assign a higher probability of favorable relative performance to Celestica Inc. (CLS) over Fabrinet (FN). Trend stability and catalyst visibility appear more pronounced for CLS in the latest data, though outcomes remain subject to broader market conditions and execution.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLS is a StrongBuy and FN is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CLS’s FA Score shows that 1 FA rating(s) are green whileFN’s FA Score has 0 green FA rating(s).
- CLS’s FA Score: 1 green, 4 red.
- FN’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CLS’s TA Score shows that 2 TA indicator(s) are bullish while FN’s TA Score has 5 bullish TA indicator(s).
- CLS’s TA Score: 2 bullish, 6 bearish.
- FN’s TA Score: 5 bullish, 6 bearish.
Price Growth
CLS (@Electronic Components) experienced а -2.38% price change this week, while FN (@Electronic Components) price change was -8.71% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -4.33%. For the same industry, the average monthly price growth was -7.88%, and the average quarterly price growth was +15.58%.
Reported Earning Dates
CLS is expected to report earnings on Oct 26, 2026.
FN is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Electronic Components (-4.33% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| CLS | FN | CLS / FN | |
| Capitalization | 38.8B | 14.2B | 273% |
| EBITDA | 1.36B | 510M | 266% |
| Gain YTD | 4.814 | -13.240 | -36% |
| P/E Ratio | 32.18 | 30.27 | 106% |
| Revenue | 13.8B | 4.24B | 326% |
| Total Cash | 536M | 945M | 57% |
| Total Debt | 810M | 4.43M | 18,305% |
CLS | FN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 11 | 57 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 59 Fair valued | 51 Fair valued | |
PROFIT vs RISK RATING 1..100 | 34 | 53 | |
SMR RATING 1..100 | 20 | 45 | |
PRICE GROWTH RATING 1..100 | 61 | 64 | |
P/E GROWTH RATING 1..100 | 83 | 67 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FN's Valuation (51) in the Electronic Components industry is in the same range as CLS (59). This means that FN’s stock grew similarly to CLS’s over the last 12 months.
CLS's Profit vs Risk Rating (34) in the Electronic Components industry is in the same range as FN (53). This means that CLS’s stock grew similarly to FN’s over the last 12 months.
CLS's SMR Rating (20) in the Electronic Components industry is in the same range as FN (45). This means that CLS’s stock grew similarly to FN’s over the last 12 months.
CLS's Price Growth Rating (61) in the Electronic Components industry is in the same range as FN (64). This means that CLS’s stock grew similarly to FN’s over the last 12 months.
FN's P/E Growth Rating (67) in the Electronic Components industry is in the same range as CLS (83). This means that FN’s stock grew similarly to CLS’s over the last 12 months.
| CLS | FN | |
|---|---|---|
| RSI ODDS (%) | N/A | 4 days ago 82% |
| Stochastic ODDS (%) | 2 days ago 81% | 2 days ago 77% |
| Momentum ODDS (%) | 2 days ago 75% | 2 days ago 81% |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 85% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 73% | 2 days ago 76% |
| Advances ODDS (%) | 8 days ago 84% | 9 days ago 82% |
| Declines ODDS (%) | 2 days ago 73% | 2 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 72% | 7 days ago 68% |
| Aroon ODDS (%) | 2 days ago 74% | 2 days ago 88% |
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