CLS vs SMCI: AI Stock Comparison

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

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$SMCI scores higher on AI exposure (5/5 vs 4/5) 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.
$SMCI 🏆
Super Micro Computer, Inc.
Rack-scale AI server systems.
AI exposure score⚡⚡⚡⚡⚡ 4/5⚡⚡⚡⚡⚡ 5/5
Shares outstanding126.1M
as of 2026-10-21 · 10-Q cover page · SEC filing
657.0M
as of 2026-07-31 · 10-K 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 fiscal year) $39.06B
10-K period ended 2026-06-30; +78% y/y · SEC filing
Gross margin 10.8%
Gross profit / revenue, same fiscal year · SEC filing
Operating income $2.77B
Same fiscal year; 7% operating margin · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
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
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.
Nov 3, 2026
Super Micro Computer, Inc. reports quarterly results · source
AI server maker; read on GPU rack shipments and margins.
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
  • “Our sales are concentrated in a few large customers, and if we lose or experience a significant reduction in sales to any key customer, or any key customer experiences a significant decline…” — 10-K risk factor (filed 2026-08-31) · source
  • “We are subject to complex laws, rules, regulations, and political and other actions, including restrictions on the export of our products, which may adversely impact our business.” — 10-K risk factor (filed 2026-08-31) · source
AI angle

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

Supermicro builds GPU servers and liquid-cooled racks for AI clouds and enterprises. Revenue swings with GPU supply and a few large customer orders; margins are thin for the sector.

Full analysis: $CLS →Full analysis: $SMCI →

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