Jabil vs TELUS

Jabil and TELUS are compared on this page to illuminate differences in business models, financial performance, and market context. The aim is to present clear, accessible information about how each company operates, earns revenue, and positions itself within its sector. This page keeps a neutral tone and avoids speculation, providing factual context for readers. Educational content, not financial advice.

Jabil and TELUS are compared on this page to illuminate differences in business models, financial performance, and market context. The aim is to present clear, accessible information about how each co...

Comparison Snapshot

Key Financial Metrics

JBL

Metric

TU

$27.27B

Market Cap

$21.82B

0.39%

Potential Profit

8.15%

Buy

Analyst Rating

Hold

Why It's Moving

Jabil Hits 52-Week High as Momentum Builds on Strong Earnings and Analyst Upgrades

Q1 earnings topped estimates with $2.85 EPS versus $2.70 expected and $8.31B revenue up 18.7% year-over-year, highlighting resilient supply chain execution amid tech demand.
Fiscal 2026 EPS guidance held steady at $11.55, backed by four upward earnings revisions in the last 60 days, boosting confidence in long-term growth.
Zacks upgraded Jabil to a #2 Buy rank with an A VGM Score, while the stock's Zacks Consensus Estimate rose $0.53 to $11.58 per share, reflecting improving profitability outlook.

Sentiment:

🐃Bullish

Jabil Hits 52-Week High as Momentum Builds on Strong Earnings and Analyst Upgrades

Q1 earnings topped estimates with $2.85 EPS versus $2.70 expected and $8.31B revenue up 18.7% year-over-year, highlighting resilient supply chain execution amid tech demand.
Fiscal 2026 EPS guidance held steady at $11.55, backed by four upward earnings revisions in the last 60 days, boosting confidence in long-term growth.
Zacks upgraded Jabil to a #2 Buy rank with an A VGM Score, while the stock's Zacks Consensus Estimate rose $0.53 to $11.58 per share, reflecting improving profitability outlook.

Sentiment:

🐃Bullish

Investment Analysis

Jabil

JBL

Pros

Jabil reported Q4 2025 earnings exceeding expectations with $8.3 billion revenue and EPS of $3.29, showing strong operational performance.
The company's AI-related revenue is projected to grow by 25% in fiscal 2026, supported by a new AI manufacturing facility in North Carolina.
Jabil’s Intelligent Infrastructure segment is a key growth driver with a 51% year-over-year revenue increase, indicating solid sector positioning.

Considerations

Despite strong earnings, Jabil's stock declined 7.39% pre-market after Q4 results, reflecting investor caution amid broader market volatility.
Jabil trades at a high valuation with a P/E ratio around 40.7x, significantly above the technology sector average, suggesting potentially stretched pricing.
Net income decreased by over 50% in 2025 despite revenue growth, pointing to profitability challenges affecting earnings quality.

TELUS

TU

Pros

TELUS has a strong and diversified telecommunications position in Canada, benefiting from consistent demand for its wireless and wireline services.
The company shows stable cash flow generation and maintains a solid balance sheet, supporting ongoing network investments and shareholder returns.
TELUS has been expanding its health and digital solutions business, which provides additional growth beyond traditional telecom services.

Considerations

TELUS faces competitive pressures in the Canadian telecom market, which may compress margins and limit pricing power.
Capital expenditures remain high due to network upgrades and 5G deployment, potentially weighing on free cash flow in the near term.
Regulatory risks in Canada, including spectrum licensing and service pricing, could create uncertainties impacting future profitability.

Related Market Insights

American Manufacturing's Tariff Tailwind: The Reshoring Revolution

Explore how 100% US tariffs on Chinese imports are driving a reshoring revolution in American manufacturing. Discover investment opportunities with Nemo's thematic Neme.