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Price · 1Y
$312.59
Thesis
Jabil is a top-tier electronic manufacturing services provider that builds hardware for hyperscaler cloud and AI customers alongside healthcare, automotive, and industrial work. The 2023 divestiture of its mobility business to BYD Electronics narrowed the mix toward higher-margin segments and gave cloud and AI infrastructure more weight in the portfolio.
The model is contract manufacturing — revenue grows with customer build plans, but margins are thin and customer concentration in the cloud segment is high.
Catalysts
- Cloud and AI infrastructure segment growth
- Capacity additions for liquid-cooled rack assembly
- Healthcare and regulated-industries mix expansion
- Buyback execution and capital return cadence
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Jun 17Financial resultsSEC
Jabil Inc. filed Form 8-K (items 2.02, 9.01) disclosing financial results.