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

$26.06B

Market Cap

$20.56B

2.41%

Potential Profit

12.84%

Buy

Analyst Rating

Hold

Why It's Moving

Jabil Insiders Cash Out Millions as Shares Hover Near Record Highs Amid Mixed Signals.

Executive Chairman Mondello offloaded 17,200 shares at around $250 each, reducing his direct holdings but retaining over 1.1 million shares, a move investors often watch closely for sentiment cues.
Chairman followed suit on January 20 with a 17,200-share sale, adding to the week's insider activity without any disclosed company developments prompting the transactions.
Bank of America recently hiked its price target to $280 with a Buy rating, citing strong AI revenue potential in Intelligent Infrastructure after executive meetings.

Sentiment:

🌋Volatile

Jabil Insiders Cash Out Millions as Shares Hover Near Record Highs Amid Mixed Signals.

Executive Chairman Mondello offloaded 17,200 shares at around $250 each, reducing his direct holdings but retaining over 1.1 million shares, a move investors often watch closely for sentiment cues.
Chairman followed suit on January 20 with a 17,200-share sale, adding to the week's insider activity without any disclosed company developments prompting the transactions.
Bank of America recently hiked its price target to $280 with a Buy rating, citing strong AI revenue potential in Intelligent Infrastructure after executive meetings.

Sentiment:

🌋Volatile

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.

About The Companies

Jabil (JBL)

Jabil Circuit Inc. (JBL) is a global provider of electronics manufacturing services (EMS) and engineering solutions for sectors including healthcare, industrial, automotive, telecoms and consumer electronics. The company combines large-scale manufacturing, design capabilities and supply‑chain services to serve original equipment manufacturers (OEMs) and technology brands. Jabil’s diversified customer base and global footprint help spread operational risk, though its earnings remain cyclical and sensitive to end‑market demand, commodity costs and supply‑chain disruptions. With a market capitalisation around $21.49bn, investors often watch Jabil for indicators such as order flow, backlog, margin trends and capital allocation (dividends, buybacks and reinvestment). Key risks include customer concentration, rapid product‑cycle shifts and exposure to geopolitical or logistics issues. This summary is educational only and not personalised advice; prospective investors should review the company’s filings, check the latest results and consider their own objectives and risk tolerance before investing.

TELUS (TU)

TELUS Corp is a major Canadian communications technology company that offers a wide array of services to consumers, businesses, and the public sector. While known for its core telecommunications products like wireless, internet, and television services, TELUS has expanded its operations significantly. The company operates through several key segments, including TELUS Technology Solutions, which handles its traditional mobile and data services. It also has a growing presence in innovative sectors through TELUS Health, which provides healthcare technology and software solutions, and TELUS Digital Experience, which focuses on artificial intelligence and customer experience technologies. This diversification highlights the company's ambition to be a key player not just in telecoms, but in the broader technology landscape. As with any investment, it's worth noting that past performance doesn't predict future results, and an organisation's value can fluctuate.

Jabil (JBL) Next Earnings Date

Jabil (JBL) released its Q1 fiscal 2026 earnings on December 17, 2025. The next earnings date, covering Q2 fiscal 2026, is estimated for mid-to-late March 2026, aligning with the company's historical pattern of reporting around March 19. This follows their standard quarterly cadence post the recent announcement.

Jabil (JBL) Next Earnings Date

Jabil (JBL) released its Q1 fiscal 2026 earnings on December 17, 2025. The next earnings date, covering Q2 fiscal 2026, is estimated for mid-to-late March 2026, aligning with the company's historical pattern of reporting around March 19. This follows their standard quarterly cadence post the recent announcement.

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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 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.

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Jabil vs TELUS

Comparison Snapshot

Why It's Moving

Jabil Insiders Cash Out Millions as Shares Hover Near Record Highs Amid Mixed Signals.

Jabil Insiders Cash Out Millions as Shares Hover Near Record Highs Amid Mixed Signals.