Jabil vs EchoStar
This page compares Jabil and EchoStar, examining their business models, financial performance, and market context to provide a clear, accessible overview. It highlights how each company creates value, manages resources, and positions itself within its sector, without making recommendations. Educational content, not financial advice.
This page compares Jabil and EchoStar, examining their business models, financial performance, and market context to provide a clear, accessible overview. It highlights how each company creates value,...
Why It's Moving
Jabil stock surges ahead of earnings as insider sales grab spotlight amid AI-fueled optimism.
- Executive Chairman Mark Mondello sold small blocks of shares on December 1 under a pre-set Rule 10b5-1 plan at $208-$213, a routine move that hasn't dampened momentum.
- Analysts project Q1 revenue up 14.6% to $8.01B, highlighting Jabil's strong positioning in exploding AI server and modular data center demand.
- Stock boasts attractive PEG ratio of 1.39 versus industry 1.02, with recent 7.3% weekly gain reflecting confidence in high-margin growth areas like cloud and 5G.
Jabil stock surges ahead of earnings as insider sales grab spotlight amid AI-fueled optimism.
- Executive Chairman Mark Mondello sold small blocks of shares on December 1 under a pre-set Rule 10b5-1 plan at $208-$213, a routine move that hasn't dampened momentum.
- Analysts project Q1 revenue up 14.6% to $8.01B, highlighting Jabil's strong positioning in exploding AI server and modular data center demand.
- Stock boasts attractive PEG ratio of 1.39 versus industry 1.02, with recent 7.3% weekly gain reflecting confidence in high-margin growth areas like cloud and 5G.
Which Baskets Do They Appear In?
Supply Chain Reshoring Investment Theme Explained
In response to Chinese export controls, the US announced a 100% tariff on all Chinese imports, escalating the trade war. This creates a potential investment opportunity in American companies poised to benefit from the reshoring of manufacturing and supply chains.
Published: October 11, 2025
Explore BasketApple Onshoring Investment Theme Overview
Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.
Published: September 15, 2025
Explore BasketPowering The iPhone: Apple's Supply Chain
Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.
Published: August 3, 2025
Explore BasketWhich Baskets Do They Appear In?
Supply Chain Reshoring Investment Theme Explained
In response to Chinese export controls, the US announced a 100% tariff on all Chinese imports, escalating the trade war. This creates a potential investment opportunity in American companies poised to benefit from the reshoring of manufacturing and supply chains.
Published: October 11, 2025
Explore BasketApple Onshoring Investment Theme Overview
Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.
Published: September 15, 2025
Explore BasketPowering The iPhone: Apple's Supply Chain
Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.
Published: August 3, 2025
Explore BasketPowering The iPhone: Apple's Supply Chain Partners
Apple's recent record-breaking revenue highlights the success of its strategic supply chain diversification. This creates a compelling investment opportunity in the key component and manufacturing partners that are essential to Apple's production ecosystem.
Published: August 1, 2025
Explore BasketApple's New Operations Era
With supply chain veteran Sabih Khan stepping up as Apple's new COO, the tech giant is doubling down on operational excellence. This carefully curated collection features companies essential to Apple's global production pipeline, selected by expert analysts for their potential to benefit from this strategic leadership transition.
Published: July 9, 2025
Explore BasketSupply Chain Chokepoints
These companies control essential, non-replicable parts of global production that entire industries depend on. Carefully selected by our analysts, this collection features businesses with unique monopoly-like positions that give them exceptional pricing power and hard-to-beat competitive advantages.
Published: June 17, 2025
Explore BasketInvestment Analysis
Jabil
JBL
Pros
- Jabil exceeded Q4 2025 revenue and EPS estimates, reporting $8.3 billion and $3.29 per share respectively, showing strong operational performance.
- The company projects 25% growth in AI-related revenue for fiscal 2026, supported by a new AI manufacturing facility in North Carolina.
- Jabil’s diversified portfolio and strategic regional manufacturing shifts bolster its competitive positioning and margin improvements.
Considerations
- Despite beating earnings, Jabil's stock fell 7.39% in pre-market trading, reflecting investor caution amidst broader market volatility.
- The company’s net income decreased by over 50% in 2025 compared to the previous year, highlighting some earnings volatility.
- Jabil’s valuation metrics, including a high price-to-book ratio of 17.50 and a forward P/E near 20, indicate potentially stretched valuation levels.
EchoStar
SATS
Pros
- EchoStar’s role as a significant customer in Jabil’s diverse client base highlights its integration into major technology ecosystems.
- EchoStar has shown signs of operational recovery relative to prior periods, with improving financial metrics supporting business stability.
- The company has exposure to communications and satellite technology sectors, which are positioned to benefit from growing data demand and connectivity trends.
Considerations
- EchoStar reported a negative return on equity recently, indicating potential challenges in profitability and capital efficiency.
- The company faces cyclical risks related to technology spending and satellite service competition which may pressure growth.
- Operational scale and market capitalization are smaller relative to peers, which may limit financial flexibility and increase execution risks.
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