Jabil: Margin Expansion Is Just Beginning
Source: SeekingAlpha
2026-05-17 07:36:56 ET
Introduction
Coverage on the Electronics Contract Manufacturing (ECM) space started for us back in December 2023 when we initiated on Celestica ( CLS ) at $26 . Our thesis was that AI custom compute would drive a structural demand inflection for ECMs exposed to hyperscale and AI infrastructure supply chains. That call has played out (CLS now trades above $300)....
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Jabil: Margin Expansion Is Just Beginning
Jabil Inc.
NASDAQ: JBL
JBL Trading
-4.74% G/L:
$358.45 Last:
388,312 Volume:
$369.32 Open:
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JBL Stock Data
$27,443,153,941
104,169,731
1.53%
449
N/A
Hardware & Equipment
Technology
US
St. Petersburg
