JabilIonQ

Jabil vs IonQ

Jabil and IonQ are presented here to compare how each company operates within the broader stock market. This page examines business models, financial performance, and market context to help readers un...

Why It's Moving

Jabil

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.
Sentiment:
๐ŸƒBullish

Which Baskets Do They Appear In?

Supply Chain Reshoring Investment Theme Explained

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

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Apple Onshoring Investment Theme Overview

Apple 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

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Powering The iPhone: Apple's Supply Chain

Powering 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

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Powering The iPhone: Apple's Supply Chain Partners

Powering 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

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Apple's New Operations Era

Apple'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

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Supply Chain Chokepoints

Supply 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

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Investment Analysis

Pros

  • Jabil reported $29.8 billion in revenue for 2025, reflecting steady year-over-year growth of about 3.2%.
  • The company has a strong competitive position as a major global electronics manufacturing and supply chain solutions provider.
  • Jabil has a high return on equity of approximately 36.5%, indicating efficient management and strong profitability on capital.

Considerations

  • The net income fell substantially by over 50% in 2025 compared to the previous year, signaling profitability pressures.
  • Its stock price has experienced recent pullbacks and some volatility after a strong multi-year rally.
  • The company carries nearly $2.9 billion in debt and nearly equal current liabilities and assets, indicating tight liquidity.
IonQ

IonQ

IONQ

Pros

  • IonQ is a leading pure-play quantum computing hardware company with potential exposure to a rapidly growing technology sector.
  • The company positions itself strongly in the emerging quantum computing market, which could offer high growth prospects.
  • IonQ benefits from growing interest and investment in quantum technology from governments and enterprises globally.

Considerations

  • IonQ is subject to high technological and execution risks due to the early-stage, complex nature of quantum computing.
  • The company currently has limited revenue and faces significant challenges in scaling and commercialising quantum computing.
  • IonQโ€™s stock may exhibit high volatility given the speculative nature of quantum tech investments and competitive pressures.

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