CLS vs DELL: AI Stock Comparison

Celestica Inc. vs Dell Technologies Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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$CLS scores higher on AI exposure (4/5 vs 3/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$CLS 🏆
Celestica Inc.
Contract manufacturer building AI servers and switches.
$DELL
Dell Technologies Inc.
PCs and servers, with a fast-growing AI server line.
AI exposure score⚡⚡⚡⚡⚡ 4/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding126.1M
as of 2026-10-21 · 10-Q cover page · SEC filing
Not shown (multiple share classes or no recent cover-page figure)
CategoryAI servers & hardwareAI servers & hardware
Key metrics
Revenue (latest quarter) $5.83B
10-Q period ended 2026-09-30; +83% y/y · SEC filing
Gross margin 11.0%
Gross profit / revenue, same quarter · SEC filing
Operating income $460.0M
Same quarter; 8% operating margin · SEC filing
Revenue (latest quarter) $46.97B
10-Q period ended 2026-07-31; +58% y/y · SEC filing
Gross margin 20.9%
Gross profit / revenue, same quarter · SEC filing
Operating income $5.38B
Same quarter; 11% operating margin · SEC filing
Next earningsNot yet announced / not on our calendar
Nov 24, 2026 expected
Dell Technologies Inc. quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Nov 24, 2026 expected
Dell Technologies Inc. quarterly earnings · source
Upcoming catalystsNone tracked
Nov 24, 2026 expected
Dell Technologies Inc. quarterly earnings · source
Most recent reported
Oct 26, 2026
Celestica, Inc. reports quarterly results · source
Celestica builds AI servers/networking for hyperscalers; a direct AI hardware demand signal. Revenue: $5.83B (+83% y/y), per 10-Q.
Not yet announced / not on our calendar
Key risks
  • “The future development and adoption of AI and the deployment of data center infrastructure are uncertain and depend on the availability and cost of critical inputs (including power and…” — 10-K risk factor (filed 2026-02-27) · source
  • “Inherent challenges in managing changes in customer demand has and may continue to impact our planning, supply chain execution and manufacturing, and may adversely affect our operating…” — 10-K risk factor (filed 2026-02-27) · source
  • “The nature of the demand for AI solutions may have adverse effects on our operating performance.” — 10-K risk factor (filed 2026-03-16) · source
  • “Competitive pressures may adversely affect our industry unit share position, revenue, and profitability.” — 10-K risk factor (filed 2026-03-16) · source
AI angle

Celestica manufactures networking switches and compute hardware for hyperscalers, which makes AI data-center spending its largest growth driver.

Dell sells AI-optimized servers to neoclouds, sovereigns and enterprises alongside PCs and storage. Its 10-K notes AI demand patterns can hurt operating performance even as they lift revenue.

Full analysis: $CLS →Full analysis: $DELL →

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