Jabil vs STMicroelectronics
This page compares business models, financial performance and market context for Jabil and STMicroelectronics, offering a neutral overview of how each company operates, creates value and competes in its sector. It is intended to inform readers about the similarities and differences without advocacy. Educational content, not financial advice.
This page compares business models, financial performance and market context for Jabil and STMicroelectronics, offering a neutral overview of how each company operates, creates value and competes in i...
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's fiscal Q4 2025 earnings surpassed expectations with EPS of $3.29 and revenue of $8.3 billion, beating analyst forecasts and indicating strong operational performance.
- The company benefits from a diversified portfolio and strategic regional manufacturing shifts, enhancing its competitive position in electronics manufacturing services.
- AI-related revenues are expected to grow by 25% in fiscal 2026, supported by the announcement of a new AI manufacturing facility in North Carolina, positioning Jabil well in growth markets.
Considerations
- Despite strong earnings results, Jabil’s stock price declined notably after the Q4 report, suggesting investor caution amid broader market volatility and macroeconomic concerns.
- Jabil’s net income saw a significant decrease year-over-year, dropping by about 52.67%, which highlights margin or profitability challenges despite revenue growth.
- The stock trades above its fair value and has a relatively high PE ratio, implying that the current valuation might be stretched, raising concerns about future price appreciation.
Pros
- STMicroelectronics is a leading global semiconductor company with a broad product portfolio that serves diverse end-markets including automotive, industrial, and consumer electronics.
- The company has a robust commitment to innovation and R&D investments, driving continuous product and technology improvements essential in the fast-evolving semiconductor industry.
- STMicroelectronics has been capitalising on increasing semiconductor demand driven by digital transformation trends such as automotive electrification and industrial automation.
Considerations
- The semiconductor industry is highly cyclical and exposed to macroeconomic fluctuations, which can cause significant volatility in STMicroelectronics’ revenues and margins.
- STMicroelectronics faces intense competition from larger and more diversified semiconductor companies, which may impact its market share and profitability.
- The company’s growth and profitability are potentially vulnerable to global supply chain disruptions and geopolitical tensions affecting semiconductor manufacturing and trade.
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