JabilEchoStar

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,...

Why It's Moving

Jabil

Jabil Stock Pulls Back After Record Highs, But Analyst Enthusiasm Remains Strong

  • Stock declined 4.5% over the last 7 days but remains up 7.2% over the past month, reflecting profit-taking after a remarkable 51% annual surge and record highs reached in mid-February
  • Analysts project 19.5% earnings per share growth to $10.62 for the fiscal year ending August 2026, with Jabil's track record of beating consensus estimates in four consecutive quarters bolstering credibility
  • Strategic manufacturing partnership with Eagle Harbour Technologies announced in January positions Jabil to capture growth in advanced semiconductor production, a key driver of analyst optimism and long-term growth prospects
Sentiment:
🐃Bullish

Investment Analysis

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.

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.

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.

Author avatar

Aimee Silverwood | Financial Analyst

October 11, 2025

Read Insight

Apple's American Manufacturing Revolution: The Onshoring Investment Opportunity

Apple's £2bn US manufacturing investment drives onshoring. Discover opportunities in domestic tech suppliers & advanced materials. Invest in America's production renaissance with Nemo.

Author avatar

Aimee Silverwood | Financial Analyst

September 15, 2025

Read Insight

Apple's Supply Chain: The Hidden Winners Behind iPhone Success

Discover the hidden investment opportunities in Apple's supply chain. Learn how key suppliers like TSMC, ASML, and Skyworks benefit from iPhone success.

Author avatar

Aimee Silverwood | Financial Analyst

August 3, 2025

Read Insight

Apple's Supply Chain Winners: The Hidden Beneficiaries of iPhone Success

Discover the hidden beneficiaries of Apple's iPhone success. Invest in key semiconductor and component suppliers powering Apple's record growth via Nemo's thematic Neme.

Author avatar

Aimee Silverwood | Financial Analyst

August 1, 2025

Read Insight

The Hidden Monopolies: Why Supply Chain Chokepoints Are Investment Gold

Discover hidden monopolies in supply chain chokepoints. Invest in companies with irreplaceable assets & pricing power like MP, Symbotic, MRC. Access via Nemo fractional shares.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

Apple's New Operations Era: Supply Chain Partners Poised for Growth

Explore Apple's New Operations Era. Invest in key supply chain partners like TSM poised for growth under new COO Sabih Khan. Access via fractional shares.

Author avatar

Aimee Silverwood | Financial Analyst

July 9, 2025

Read Insight

Jabil (JBL) Next Earnings Date

Jabil (JBL) is scheduled to release its second quarter fiscal 2026 earnings on Wednesday, March 18, 2026, before the market opens. The earnings report will cover the Q2 2026 period, with analysts expecting earnings per share of $2.56 and revenue of $7.746 billion. A conference call and webcast will follow at 8:30 a.m. ET to discuss the financial results and company outlook.

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

Explore Basket
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

Explore Basket
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

Explore Basket
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

Explore Basket
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

Explore Basket
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

Explore Basket

Buy JBL or SATS in Nemo

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

JabilTELUS

Jabil vs TELUS

A neutral Jabil vs TELUS comparison outlines business models, financial metrics and market context to help readers research each company clearly and objectively.

JabilNetApp

Jabil vs NetApp

A neutral, factual comparison of Jabil and NetApp, outlining business models, financial performance, market context, and growth drivers for informed research.

JabilPinterest

Jabil vs Pinterest

A factual Jabil vs Pinterest comparison of business models, financial performance, and market context to guide readers on which company to research further.

Frequently asked questions