Celestica Inc. (CLS) Earnings Call Transcripts

Celestica Inc.'s Latest Earnings Call - April 23, 2026

In the interim results for the six months ended February 28, 2026, Clicks Group Limited reported a 7% increase in group turnover, driven by a 5.4% rise in retail turnover and a 13% increase in UPD's reported turnover. Diluted headline earnings per share rose to ZAR 6.53, an 8.1% increase year-over-year. Management maintained guidance for diluted headline earnings per share growth of 4% to 9% for the fiscal year, reflecting ongoing economic challenges and competitive pressures in the retail space.

Reported metrics

Guidance from management

Management expects diluted headline earnings per share to grow by 4% to 9% for the fiscal year, reflecting ongoing economic challenges and competitive pressures.

What management said

So I mean, we're going to do the rollout trial from May, well on track on that. Much of the work Michael has been around really understanding the -- how we ensure that we are compliant from the very beginning. We will be first to market with us. And so I think it's important that we do that. In terms of the mechanics of all of that. I mean that's what the team are currently firming up on when we've got a bit more det...

Bottom line is, yes, it has improved from the 3% print. It's still not where we -- we always want it higher. But it's still fairly early since we've introduced the additional club card rewards at the end of February. So on the deep cut deals, which has been performing particularly well for the products that we put on promotion there, and we're seeing that our suppliers are quite excited about that. and wanting to spe...

What analysts pressed on

Analysts expressed concerns about the impact of the WMS rollout on sales and inventory management. There were also questions regarding the sustainability of market share gains amidst rising competition and economic pressures on consumer spending.

Main topics on the call

• Revenue Growth — Group turnover increased by 7%, with retail turnover up 5.4% and UPD's turnover rising by 13%. Management noted that 'the group trading margin at 9.1% was maintained despite increased promotional activity.'
• Impact of Warehouse Management System — The implementation of the warehouse management system (WMS) negatively impacted sales by ZAR 175 million, reducing retail sales growth by 0.9%. Management stated, 'the distribution center is now working optimally.'
• Market Share Gains — Despite competitive pressures, Clicks gained market share in retail pharmacy, personal care, and small household appliances. The retail pharmacy market share increased to 24.9%, demonstrating resilience in a challenging ...
• Cash Generation and Shareholder Returns — The group generated ZAR 1.9 billion in cash from operations, with ZAR 752 million allocated to share buybacks. The dividend declared for the period increased by 8.4%, reflecting strong cash flow management.

Read the full Celestica Inc. transcript (April 23, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 51 Celestica Inc. earnings call transcripts on record, spanning January 29, 2020 to July 28, 2026. Based on this history, Celestica Inc. reports quarterly. The most recent call on file is dated July 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CLS

Exchange

TSX

Country

CA

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

51

First call

January 29, 2020

Most recent

July 28, 2026

Reporting cadence

quarterly