Jabil: Strategic Positioning In AI Makes This Deep-Value Play Hard To Ignore
Summary
- Jabil shows strong quarterly year-over-year gains in revenue and profit despite weaker long-term results.
- Free cash flow continues its upward trend, reinforcing JBL’s fundamental strength.
- AI-driven demand fuels explosive growth in JBL’s Intelligent Infrastructure segment.
- The new US facility supports friendshoring trends and boosts JBL’s global manufacturing scale.
- Consistent share buybacks reflect management’s long-term confidence and shareholder focus.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.