CLS vs HPE: AI Stock Comparison

Celestica Inc. vs Hewlett Packard Enterprise Company: 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.
$HPE
Hewlett Packard Enterprise Company
Servers, networking (Juniper) and hybrid cloud.
AI exposure score⚡⚡⚡⚡⚡ 4/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding126.1M
as of 2026-10-21 · 10-Q cover page · SEC filing
1.33B
as of 2026-08-27 · 10-Q cover page · SEC filing
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) $12.21B
10-Q period ended 2026-07-31; +34% y/y · SEC filing
Operating income $1.39B
Same quarter; 11% operating margin · SEC filing
Net income $1.54B
Same quarter · SEC filing
Next earningsNot yet announced / not on our calendar
Nov 23, 2026 confirmed
Hewlett Packard Enterprise Company quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Nov 15, 2026 – Nov 20, 2026
SC26 Supercomputing Conference · source
Upcoming catalystsNone tracked
Nov 15, 2026 – Nov 20, 2026
SC26 Supercomputing Conference · source
Nov 23, 2026 confirmed
Hewlett Packard Enterprise Company 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
  • “Issues in the development and use of artificial intelligence may result in reputational harm, liability, or impact to our results of operations.” — 10-K risk factor (filed 2025-12-18) · source
  • “System security risks, data protection incidents, cyberattacks and systems integration issues could disrupt our internal operations or IT services provided to customers, and any such…” — 10-K risk factor (filed 2025-12-18) · source
AI angle

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

HPE sells AI systems and supercomputers plus networking after acquiring Juniper. AI server backlog and margin on those systems are what investors watch.

Full analysis: $CLS →Full analysis: $HPE →

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