Key Takeaways JBL plans a multi-year $500M investment to expand U.S. AI and cloud data center manufacturing capacity. CLS sees growth in its CCS segment, fueled by strong demand for 400G/800G switches and IoT-edge offerings. Estimates show stronger EPS growth for CLS, while JBL shows rising cash flow and more attractive valuation.Celestica Inc. (CLS) and Jabil Inc. (JBL) are two leading players in the electronics manufacturing services (EMS) industry. Jabil offers electronics design, production, product m ...