Industry Overview - The electronics manufacturing services (EMS) industry is currently ranked in the top 3% of the Zacks Industry Rank, indicating strong performance and potential for growth [1] - The industry has delivered a remarkable 98.1% return over the past year and an astonishing 105.9% year-to-date return, suggesting it is expected to outperform the market in the next three to six months [2] Company Highlights Celestica Inc. (CLS) - Celestica is one of the largest EMS companies globally, focusing on high-value markets and product diversification, which is supported by strong R&D capabilities [7][8] - The company is experiencing robust growth in its Connectivity & Cloud Solutions segment, particularly in its Hyperscaler Portfolio Solutions and optical programs, driven by increasing demand for 800G and 400G network switches [9] - For 2025, Celestica anticipates revenues of approximately $12.2 billion, up from a previous estimate of $11.55 billion, with expected non-GAAP adjusted earnings of $5.90 per share [12] - The expected revenue and earnings growth rates for Celestica are 31.4% and 39%, respectively, for the next year, with a 15.6% improvement in the Zacks Consensus Estimate for next year's earnings [13] Jabil Inc. (JBL) - Jabil is a leading global supplier of EMS solutions, benefiting from strong momentum in capital equipment, AI-powered data center infrastructure, and digital commerce [14][15] - The company plans to invest $500 million to expand its manufacturing capabilities for the AI data center vertical, enhancing its position in the AI hardware supply chain [17] - Jabil's projected revenues for fiscal 2026 are $32.4 billion, with expected non-GAAP earnings per share of $11.55 and over $1.3 billion in adjusted free cash flow [22] - The expected revenue and earnings growth rates for Jabil are 8.8% and 18.5%, respectively, for the current year, with a 4.5% improvement in the Zacks Consensus Estimate for the current year's earnings [23] Sanmina Corp. (SANM) - Sanmina is a global provider of electronics contract manufacturing services, focusing on complex components and end-to-end supply chain solutions across various industries [24] - The company is benefiting from strong demand in communications networks, cloud, and AI infrastructure, with a vertically integrated manufacturing process that streamlines operations and reduces costs [25][26] - For the first quarter of fiscal 2026, Sanmina expects revenues between $2.05 billion and $2.15 billion, with non-GAAP earnings per share estimated between $1.95 and $2.25 [28] - The expected revenue and earnings growth rates for Sanmina are 72.2% and 59.6%, respectively, for the current year, with a 38.9% improvement in the Zacks Consensus Estimate for the current year's earnings [29]

Jabil Inc. (NYSE:JBL) , last week, posted stronger-than-expected fiscal first-quarter 2026 results and raised its full-year outlook.On Dec. 17, the company reported quarterly adjusted earnings per share of $2.85, beating the analyst consensus estimate of $2.70. Quarterly net revenue of $8.31 billion, up by 18.7% year-over-year (Y/Y). It outpaced the analyst consensus estimate of $8.09 billion, according to data from Benzinga Pro.The company projects fiscal 2026 net revenue of $32.400 billion (up from prior ...

Core Insights - Jabil Inc. reported stronger-than-expected fiscal first-quarter 2026 results, with adjusted earnings per share of $2.85, surpassing the analyst consensus estimate of $2.70 [1] - The company also raised its full-year outlook, projecting fiscal 2026 net revenue of $32.400 billion, an increase from the prior forecast of $31.30 billion, and adjusted EPS of $11.55, up from previous guidance of $11.00 [2] Financial Performance - Quarterly net revenue reached $8.31 billion, reflecting an 18.7% year-over-year increase, exceeding the analyst consensus estimate of $8.09 billion [1] - The annual dividend yield stands at 0.14%, with a quarterly dividend amount of 8 cents per share, totaling 32 cents annually [2] Investment Considerations - To generate a monthly dividend income of $500, an investor would need to own approximately 18,750 shares of Jabil, equating to a total investment of about $4,308,375 [3][4] - For a more conservative monthly income goal of $100, an investment of approximately $861,675 would be required for 3,750 shares [4] Stock Performance - Jabil's shares gained 1.4%, closing at $229.78 on the latest trading day [7]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Jabil (JBL) - Jabil currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Performance Metrics - Over the past week, Jabil's shares increased by 1.91%, while the Zacks Electronics - Manufacturing Services industry declined by 4.64% [5] - In a longer timeframe, Jabil's shares rose by 15.21% over the past month, outperforming the industry's 4.37% [5] - Over the last quarter, Jabil's shares increased by 4.99%, and they have surged by 56.29% over the past year, compared to the S&P 500's gains of 2.85% and 17.84%, respectively [6] Trading Volume - Jabil's average 20-day trading volume is 1,461,443 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, two earnings estimates for Jabil have been revised upwards, with the consensus estimate increasing from $11.05 to $11.22 [9] - For the next fiscal year, two estimates have also moved higher, with no downward revisions noted [9] Conclusion - Given the strong performance metrics and positive earnings outlook, Jabil is identified as a 2 (Buy) stock with a Momentum Score of A, making it a promising candidate for near-term investment [11]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of buying low and waiting for recovery, which can lead to quicker profits in a shorter time frame [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential, leading to potential losses [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify promising stocks [3] Group 2: Jabil (JBL) Analysis - Jabil (JBL) has shown significant price momentum with a four-week price change of 15.2%, indicating growing investor interest [4] - Over the past 12 weeks, JBL has gained 5%, with a beta of 1.26, suggesting it moves 26% more than the market in either direction, indicating strong momentum [5] - JBL has a Momentum Score of A, suggesting it is an opportune time to invest in the stock for potential success [6] Group 3: Earnings Estimates and Valuation - JBL has received upward revisions in earnings estimates, earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects as analysts raise their estimates [7] - The stock is currently trading at a Price-to-Sales ratio of 0.78, indicating it is reasonably valued at 78 cents for each dollar of sales, providing room for growth [7] Group 4: Additional Investment Opportunities - Besides JBL, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Company Overview - Jabil Inc. (NYSE:JBL) is a contract manufacturer that has transformed from a low-multiple manufacturer to a company that assists clients in product design and manufacturing location decisions, which is increasingly important due to tariffs [1][2] - The company provides a range of services including manufacturing, design, and product management, serving various industries such as healthcare, automotive, and electronics [2] Financial Performance - Jabil reported a strong quarterly performance with better-than-expected guidance for the current quarter, indicating robust operational capabilities [2] - The company's share count has decreased by 43.6% since the end of 2015, reflecting a significant share buyback activity [1] Market Sentiment - Jim Cramer expressed bullish sentiment on Jabil, highlighting it as one of his favorite stocks within the contract manufacturing sector, which is currently experiencing a quiet bull market [2] - Despite an initial stock price increase of nearly 10% following the earnings report, Jabil's stock eventually retraced most of those gains due to a broader sector sell-off, although the stock has appreciated by 50% overall [1]

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I'm Sam Vardis on the floor of the New York Stock Exchange. It's time now for overlooked stocks. So shares of Jabel are on the rise after a strong earnings report this morning.So I'm joined by George Seller, senior markets correspondent to help us get across this one. So we got some earnings today and that is at least helping the stock outperform what is otherwise a down market. Talk us through the report and the reaction we're seeing today.>> Yeah, actually, you know, quite good considering the uh the mark ...

Group 1 - Jabil's shares increased by 1.8% following strong quarterly results, outperforming the S&P 500 index which fell by 1.2% [1] - For Q1 fiscal 2026, Jabil reported net revenue of $8.3 billion, a 19% year-over-year increase, and core net income of $309 million, up 36% [2] - Both revenue and core net income exceeded analyst expectations, with estimates of $8 billion and $2.69 per share respectively [3] Group 2 - Jabil provided guidance for fiscal 2026, projecting net revenue of $32.4 billion and core net income of $11.55 per share, surpassing analyst forecasts of $31.6 billion and $11.12 [4] - The company's intelligent infrastructure segment is expected to benefit from growing demand driven by artificial intelligence and data center expansions [5] - Jabil's performance reflects strong growth across multiple segments, not limited to its intelligent infrastructure business [5]

Core Insights - Jabil Inc. reported first-quarter fiscal 2026 results that exceeded analyst expectations and raised its full-year guidance, indicating stronger-than-anticipated performance [1] Financial Performance - Adjusted earnings for the first quarter were $2.85 per share, surpassing the analyst estimate of $2.69 by approximately 6% [1] - Revenue for the first quarter reached $8.3 billion, exceeding the consensus forecast of $8.0 billion and showing significant improvement from the same period last year [1] Future Projections - For the second quarter of fiscal 2026, Jabil projected revenue between $7.5 billion and $8.0 billion, with adjusted earnings expected to range from $2.27 to $2.67 per share [2] - The company raised its full-year fiscal 2026 outlook, now expecting revenue of $32.4 billion, above the prior analyst consensus of $31.6 billion [2] - Adjusted earnings per share for the full year were increased to $11.55, exceeding the previous consensus estimate of $11.12 [2] - Jabil maintained its forecast for adjusted free cash flow of more than $1.3 billion [2]