Question 1

What percentage of Celestica Inc's revenue comes from AI?

Accepted Answer

Celestica Inc derives approximately 25.62% of its revenue from AI-related products and services, representing $3.5B in annual AI revenue out of $13.8B total. This estimate has "Derived" confidence — calculated from reported segments primarily serving ai.

Question 2

What is Celestica Inc's AI Fair Value?

Accepted Answer

Celestica Inc's AI Fair Value is $15.4B, ranking it #37 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Celestica Inc's AI revenue changed recently?

Accepted Answer

Celestica Inc's AI revenue percentage increased from 35.0% to 39.0% (+4.0pp) between Q3 2025 and Q4 2025. Over the last 7 quarters tracked, AI revenue has trended upward.

Question 4

How does Celestica Inc compare to peers in Hardware?

Accepted Answer

Celestica Inc's AI revenue percentage of 25.62% is below the Hardware layer average of 26.2%. Among 5 ranked peers, 3 peers have a higher AI revenue percentage.

Question 5

Where does Celestica Inc sit in the AI supply chain?

Accepted Answer

Celestica Inc operates in the Hardware & Systems layer (Layer 4 of 9) of the AI supply chain. Server manufacturers, networking equipment, and power/cooling infrastructure for AI data centers.

Question 6

How reliable is Celestica Inc's AI revenue estimate?

Accepted Answer

Celestica Inc's AI revenue data has a "Derived" confidence tier. Calculated from reported segments primarily serving AI. Source: SEC Filing Analysis.

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