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Side-by-side financial comparison of CELESTICA INC (CLS) and First American Financial Corp (FAF). Click either name above to swap in a different company.
CELESTICA INC is the larger business by last-quarter revenue ($4.0B vs $2.0B, roughly 2.0× First American Financial Corp). First American Financial Corp runs the higher net margin — 10.3% vs 5.2%, a 5.1% gap on every dollar of revenue. On growth, CELESTICA INC posted the faster year-over-year revenue change (52.8% vs 21.6%). First American Financial Corp produced more free cash flow last quarter ($324.5M vs $137.9M). Over the past eight quarters, CELESTICA INC's revenue compounded faster (35.4% CAGR vs 19.9%).
Celestica Inc. is a Canadian multinational design, manufacturing, hardware platform, and supply chain electronics manufacturing services (EMS) company, which is headquartered in Toronto, Ontario. The company operates in 50 sites across 15 countries.
First American Financial Corporation is an American financial services company which provides title insurance and settlement services to the real estate and mortgage industries.
CLS vs FAF — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $2.0B |
| Net Profit | $212.3M | $211.9M |
| Gross Margin | 10.8% | — |
| Operating Margin | 6723.5% | 14.0% |
| Net Margin | 5.2% | 10.3% |
| Revenue YoY | 52.8% | 21.6% |
| Net Profit YoY | 146.3% | 192.7% |
| EPS (diluted) | $1.83 | $2.04 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.7B | $2.0B | ||
| Q3 25 | $3.2B | $2.0B | ||
| Q2 25 | $2.9B | $1.8B | ||
| Q1 25 | $2.6B | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $2.5B | $1.4B | ||
| Q2 24 | $2.4B | $1.6B |
| Q1 26 | $212.3M | — | ||
| Q4 25 | $267.5M | $211.9M | ||
| Q3 25 | $267.8M | $189.6M | ||
| Q2 25 | $211.0M | $146.1M | ||
| Q1 25 | $86.2M | $74.2M | ||
| Q4 24 | — | $72.4M | ||
| Q3 24 | $89.5M | $-104.0M | ||
| Q2 24 | $95.0M | $116.0M |
| Q1 26 | 10.8% | — | ||
| Q4 25 | 11.8% | — | ||
| Q3 25 | 13.0% | — | ||
| Q2 25 | 12.8% | — | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.4% | — | ||
| Q2 24 | 10.6% | — |
| Q1 26 | 6723.5% | — | ||
| Q4 25 | 8.6% | 14.0% | ||
| Q3 25 | 10.2% | 12.5% | ||
| Q2 25 | 9.4% | 10.6% | ||
| Q1 25 | 4.9% | 6.1% | ||
| Q4 24 | — | 5.9% | ||
| Q3 24 | 5.5% | -10.3% | ||
| Q2 24 | 5.6% | 9.4% |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 7.3% | 10.3% | ||
| Q3 25 | 8.4% | 9.6% | ||
| Q2 25 | 7.3% | 7.9% | ||
| Q1 25 | 3.3% | 4.7% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | 3.6% | -7.4% | ||
| Q2 24 | 4.0% | 7.2% |
| Q1 26 | $1.83 | — | ||
| Q4 25 | $2.29 | $2.04 | ||
| Q3 25 | $2.31 | $1.84 | ||
| Q2 25 | $1.82 | $1.41 | ||
| Q1 25 | $0.74 | $0.71 | ||
| Q4 24 | — | $0.70 | ||
| Q3 24 | $0.75 | $-1.00 | ||
| Q2 24 | $0.80 | $1.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $378.0M | $1.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.1B | $5.5B |
| Total Assets | $8260.0B | $16.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $378.0M | — | ||
| Q4 25 | $595.6M | $1.4B | ||
| Q3 25 | $305.9M | $2.9B | ||
| Q2 25 | $313.8M | $2.0B | ||
| Q1 25 | $303.0M | $2.0B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | — | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | $750.5M | — | ||
| Q3 25 | $756.7M | — | ||
| Q2 25 | $848.6M | — | ||
| Q1 25 | $915.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.2B | $5.5B | ||
| Q3 25 | $2.0B | $5.3B | ||
| Q2 25 | $1.8B | $5.1B | ||
| Q1 25 | $1.6B | $5.0B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | $1.8B | $5.1B | ||
| Q2 24 | $1.8B | $4.8B |
| Q1 26 | $8260.0B | — | ||
| Q4 25 | $7.2B | $16.2B | ||
| Q3 25 | $6.6B | $17.6B | ||
| Q2 25 | $6.2B | $16.3B | ||
| Q1 25 | $5.8B | $15.5B | ||
| Q4 24 | — | $14.9B | ||
| Q3 24 | — | $16.6B | ||
| Q2 24 | — | $15.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.34× | — | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | 0.59× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $356.3M | $369.3M |
| Free Cash FlowOCF − Capex | $137.9M | $324.5M |
| FCF MarginFCF / Revenue | 3.4% | 15.8% |
| Capex IntensityCapex / Revenue | — | 2.2% |
| Cash ConversionOCF / Net Profit | 1.68× | 1.74× |
| TTM Free Cash FlowTrailing 4 quarters | $502.6M | $762.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $356.3M | — | ||
| Q4 25 | $250.6M | $369.3M | ||
| Q3 25 | $126.2M | $272.5M | ||
| Q2 25 | $152.4M | $361.8M | ||
| Q1 25 | $130.3M | $-52.8M | ||
| Q4 24 | — | $324.6M | ||
| Q3 24 | $122.8M | $236.9M | ||
| Q2 24 | $99.6M | $266.7M |
| Q1 26 | $137.9M | — | ||
| Q4 25 | $155.9M | $324.5M | ||
| Q3 25 | $88.9M | $223.1M | ||
| Q2 25 | $119.9M | $309.4M | ||
| Q1 25 | $93.6M | $-94.5M | ||
| Q4 24 | — | $266.2M | ||
| Q3 24 | $76.8M | $185.4M | ||
| Q2 24 | $62.7M | $210.0M |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 4.3% | 15.8% | ||
| Q3 25 | 2.8% | 11.3% | ||
| Q2 25 | 4.1% | 16.8% | ||
| Q1 25 | 3.5% | -6.0% | ||
| Q4 24 | — | 15.8% | ||
| Q3 24 | 3.1% | 13.2% | ||
| Q2 24 | 2.6% | 13.0% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 2.2% | ||
| Q3 25 | 1.2% | 2.5% | ||
| Q2 25 | 1.1% | 2.8% | ||
| Q1 25 | 1.4% | 2.6% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | 1.8% | 3.7% | ||
| Q2 24 | 1.5% | 3.5% |
| Q1 26 | 1.68× | — | ||
| Q4 25 | 0.94× | 1.74× | ||
| Q3 25 | 0.47× | 1.44× | ||
| Q2 25 | 0.72× | 2.48× | ||
| Q1 25 | 1.51× | -0.71× | ||
| Q4 24 | — | 4.48× | ||
| Q3 24 | 1.37× | — | ||
| Q2 24 | 1.05× | 2.30× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLS
Segment breakdown not available.
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
