CLS CELESTICA INC

NEUTRAL Impact: 3/10 DEFA14A
Horizon months Filed Apr 9, 2026 Processed 2mo ago SEC 0001030894-26-000019
Proxy solicitation materials
Latest settled — T+20d
CLS ▲ +26.05% at T+20d
NEUTRAL call ✓ call won +26.05% · α vs SPY +18.49% · entry $328.33 → $413.87
Next anchor: T+60d in 23d
Currently $393.12 · +19.73% from $328.33 entry
Entry anchored
Apr 8, 06:24 PM ET
via Databento tick
T+1d
+7.00%
call +7.00% · α +7.06%
$351.31
settled 2mo ago
T+5d
+16.44%
call +16.44% · α +13.26%
$382.32
settled 8w ago
T+20d
+26.05%
call +26.05% · α +18.49%
$413.87
settled 5w ago
T+60d
call — · α —
in 23d

Price Chart

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Executive Summary

Celestica Inc. is holding its 2026 annual meeting of shareholders, where key leadership changes were announced. Michael M. Wilson is retiring as Chair, Robert A. Mionis is becoming Chair, and David Reeder is joining the board. The proxy filing supports management's slate of directors.

Actionable Insight

The leadership changes appear to be part of a planned succession, not a response to performance issues. The appointment of David Reeder, an experienced tech executive, suggests a focus on strengthening board expertise in the semiconductor sector. Monitor for any further strategic shifts under the new leadership structure.

Key Facts

  • Michael M. Wilson, Chair of the Board, is retiring at the 2026 AGM.
  • Robert A. Mionis, President and CEO, will become Chair of the Board.
  • Laurette T. Koellner will become Lead Independent Director.
  • David Reeder will join the Board effective May 1, 2026.
  • David Reeder has extensive experience in semiconductor and technology enterprises, including as CEO of Entegris, CFO at Chewy and GlobalFoundries, and board service at Alphawave IP.

Financial Impact

None disclosed

Risk Factors

  • Leadership transition risk: Any change in leadership carries the risk of strategic missteps or cultural disruption.
  • Board integration risk: The effectiveness of the new board structure, especially with Reeder's addition, remains to be seen.

Market Snapshot

Exchange
NYSE
Sector
Printed Circuit Boards

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001030894-26-000019
Document: 0001030894-26-000019-index-headers.html0001030894-26-000019
Document: 0001030894-26-000019-index.html0001030894-26-000019
Document: 0001030894-26-000019.txt0001030894-26-000019
4 reports for CLS
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for CLS — sortable, filterable
Type Now
Apr 28, 2026
6w ago
8-K
NEUTRAL ★ 4/10
$361.54 $370.84▲ +2.57%▼ −2.90%$393.12 (+8.73%)
Apr 27, 2026
6w ago
8-K
BULLISH ★ 8/10
$361.54 $370.84▲ +2.57%▼ −2.90%$393.12 (+8.73%)
Apr 9, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$328.33 $413.87▲ +26.05%▲ +18.49%$393.12 (+19.73%)
Apr 6, 2026
9w ago
Press Release
NEUTRAL ★ 3/10
$297.34 $420.73▲ +41.50%▲ +31.72%$393.12 (+32.21%)
Showing 4 of 4

US Market Status

Market Closed — Opens Mon (49h 38m)

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