Jim Cramer on Jabil: “You’re Practically Getting This Quarter for Free”

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]