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...

Comparison Snapshot

Key Financial Metrics

JBL

Metric

STM

$25.53B

Market Cap

$25.86B

7.00%

Potential Profit

7.58%

Buy

Analyst Rating

Hold

Why It's Moving

Jabil Powers Up on Stellar Q1 Earnings and Bold AI-Fueled Guidance Hike

Intelligent Infrastructure segment surged on cloud and data center strength, with AI-related revenue set to climb 35% year-over-year, affirming Jabil's prime position in the AI boom.
Raised fiscal 2026 revenue guidance by $1.1 billion—mostly hitting Q3 and Q4—thanks to new wins and Hanley Energy acquisition, with CEO calling it conservatively optimistic.
Analysts cheer the beat, lifting price targets (JPMorgan to $270, BofA to $265, Barclays to $283) on ongoing AI demand levers and potential for more quarterly surprises.

Sentiment:

🐃Bullish

Jabil Powers Up on Stellar Q1 Earnings and Bold AI-Fueled Guidance Hike

Intelligent Infrastructure segment surged on cloud and data center strength, with AI-related revenue set to climb 35% year-over-year, affirming Jabil's prime position in the AI boom.
Raised fiscal 2026 revenue guidance by $1.1 billion—mostly hitting Q3 and Q4—thanks to new wins and Hanley Energy acquisition, with CEO calling it conservatively optimistic.
Analysts cheer the beat, lifting price targets (JPMorgan to $270, BofA to $265, Barclays to $283) on ongoing AI demand levers and potential for more quarterly surprises.

Sentiment:

🐃Bullish

Investment 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.

STMicroelectronics

STM

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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